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iShares iBonds 2026 Term High Yield and Income ETF (IBHF) Institutional Ownership

iShares iBonds 2026 Term High Yield and Income ETF logo
$22.47 +0.02 (+0.09%)
Closing price 04:10 PM Eastern
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$22.48 +0.01 (+0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2026 Term High Yield and Income ETF (BATS:IBHF)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$27.47M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.21M
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IBHF Institutional Buying and Selling by Quarter

iShares iBonds 2026 Term High Yield and Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026 Collaborative Fund Advisors LLC64,886$1.46M0.8%-28.2%0.174%
10/28/2026 North Star Investment Management Corp.4,665$105K0.0%N/A0.013%
10/27/2026 Arrow Financial Corp92,487$2.08M0.2%N/A0.248%
10/23/2026 Rebalance LLC36,978$833K0.0%+3.3%0.099%
10/8/2026 Farther Finance Advisors LLC31,550$711K0.0%-38.8%0.085%
9/15/2026SkyView Investment Advisors LLC75,000$1.70M1.4%-15.5%0.201%
6/3/2026Parallel Advisors LLC117,141$2.69M0.0%+127.0%0.314%
5/18/2026Sunbelt Securities Inc.11,400$262K0.0%-7.9%0.031%
5/7/2026Parallel Advisors LLC117,141$2.69M0.0%+127.0%0.314%
5/6/2026Heartland Bank & Trust Co34,659$795K0.2%+15.8%0.093%
5/5/2026Bank of New York Mellon Corp8,717$200K0.0%N/A0.023%
4/28/2026Ascentis Independent Advisors126,633$2.91M0.2%+133.1%0.340%
4/21/2026 Cottage Street Advisors LLC68,411$1.57M0.7%-1.5%0.184%
2/18/2026SkyView Investment Advisors LLC93,717$2.16M0.3%-42.7%0.252%
2/18/2026NewEdge Advisors LLC225,309$5.20M0.0%+2.3%0.605%
2/17/2026Captrust Financial Advisors16,423$379K0.0%+46.7%0.044%
2/17/2026Hurley Capital LLC524,487$12.11M6.8%+17.5%1.408%
2/13/2026Integrated Wealth Concepts LLC326,572$7.54M0.1%+1.4%0.877%
2/11/2026Eldridge Investment Advisors Inc.9,300$215K0.0%N/A0.025%
2/11/2026Landing Point Financial Group LLC77,023$1.78M0.9%+21.2%0.207%
2/11/2026Parallel Advisors LLC51,600$1.19M0.0%+21.5%0.139%
2/10/2026Thoroughbred Financial Services LLC11,758$271K0.0%-39.7%0.032%
2/5/2026 Arrow Financial Corp1,215,960$28.06M2.8%+34.9%3.264%
2/5/2026 High Note Wealth LLC180,904$4.18M0.8%+3.4%0.486%
2/5/2026 Cambridge Investment Research Advisors Inc.1,405,833$32.45M0.1%+12.5%3.774%
2/3/2026Heartland Bank & Trust Co29,939$691K0.3%+9.7%0.080%
1/30/2026 North Star Investment Management Corp.4,265$98K0.0%+42.2%0.011%
1/28/2026Migdal Insurance & Financial Holdings Ltd.70,840$1.63M0.0%-21.1%0.190%
1/27/2026 Klaas Financial Asset Advisors LLC28,056$648K0.1%+17.3%0.075%
1/26/2026 Private Trust Co. NA2,955$68K0.0%+26.0%0.008%
1/15/2026 Rebalance LLC48,254$1.11M0.1%+3.3%0.130%
12/2/2025 IFP Advisors Inc51,693$1.21M0.0%-5.9%0.139%
11/17/2025NewEdge Advisors LLC220,283$5.15M0.0%+8.6%0.591%
11/17/2025Integrated Wealth Concepts LLC322,063$7.53M0.1%+1.8%0.865%
11/17/2025Flow Traders U.S. LLC11,535$270K0.0%N/A0.031%
11/13/2025Parallel Advisors LLC42,475$993K0.0%+30.1%0.114%
11/12/2025Landing Point Financial Group LLC63,526$1.49M0.8%+19.7%0.171%
11/12/2025Creative Financial Designs Inc. ADV10,814$253K0.0%+94.0%0.029%
11/12/2025Hurley Capital LLC446,512$10.44M5.9%+78.7%1.199%
11/10/2025Thoroughbred Financial Services LLC19,501$456K0.0%-53.3%0.052%
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11/10/2025Heartland Bank & Trust Co27,292$638K0.3%+34.3%0.073%
11/4/2025 High Note Wealth LLC174,928$4.09M0.8%+16.5%0.470%
10/30/2025Migdal Insurance & Financial Holdings Ltd.89,840$2.10M0.0%N/A0.241%
10/23/2025 Strategic Blueprint LLC304,051$7.11M0.3%+516.5%0.816%
10/22/2025 North Star Investment Management Corp.3,000$70K0.0%+50.0%0.008%
10/21/2025 Arrow Financial Corp901,561$21.09M2.2%+24.5%2.420%
10/20/2025 Klaas Financial Asset Advisors LLC23,909$559K0.1%-10.0%0.064%
10/16/2025 Rebalance LLC46,715$1.09M0.1%+7.3%0.125%
10/14/2025 Farther Finance Advisors LLC14,948$350K0.0%N/A0.040%
10/7/2025Lbmc Investment Advisors LLC1,038,643$24.29M1.5%+21.6%2.788%
10/2/2025 GAMMA Investing LLC6,722$157K0.0%-86.4%0.018%
8/28/2025Straightline Group LLC766,062$17.80M11.1%+4.3%2.057%
8/15/2025SkyView Investment Advisors LLC149,642$3.47M0.5%-29.7%0.402%
8/15/2025Captrust Financial Advisors10,913$254K0.0%N/A0.029%
8/14/2025Hurley Capital LLC249,860$5.80M4.1%+15.8%0.671%
8/13/2025Baird Financial Group Inc.15,294$355K0.0%-3.6%0.041%
8/4/2025Creative Financial Designs Inc. ADV5,574$129K0.0%N/A0.015%
7/30/2025 Strategic Blueprint LLC49,319$1.15M0.1%+460.4%0.132%
7/25/2025Heartland Bank & Trust Co20,321$472K0.2%+50.1%0.055%
7/23/2025 High Note Wealth LLC150,167$3.49M0.8%N/A0.403%
7/21/2025Ameriflex Group Inc.6,734$156K0.1%+19.5%0.018%
7/16/2025 Rebalance LLC43,540$1.01M0.1%+1.4%0.117%
7/15/2025 North Star Investment Management Corp.2,000$46K0.0%N/A0.005%
7/14/2025 GAMMA Investing LLC49,389$1.15M0.1%-80.2%0.133%
7/10/2025 Klaas Financial Asset Advisors LLC26,578$617K0.1%-5.8%0.071%
7/9/2025Lbmc Investment Advisors LLC854,318$19.85M1.4%+13.1%2.293%
7/8/2025Parallel Advisors LLC32,650$758K0.0%+27.3%0.088%
5/16/2025NewEdge Advisors LLC201,444$4.68M0.0%+231.3%0.596%
5/16/2025Integrated Wealth Concepts LLC292,168$6.78M0.1%+312.6%0.864%
5/15/2025Baird Financial Group Inc.15,872$369K0.0%+3.8%0.047%
5/15/2025OLD Mission Capital LLC17,414$404K0.0%N/A0.052%
5/12/2025Scissortail Wealth Management LLC145,810$3.39M0.9%+8.3%0.431%
5/7/2025Hurley Capital LLC215,803$5.01M3.8%+50.3%0.638%
5/5/2025Arrow Financial Corp334,879$7.78M0.9%+349.7%0.991%
4/29/2025Strategic Blueprint LLC8,800$204K0.0%N/A0.026%
4/28/2025Private Trust Co. NA2,150$50K0.0%N/A0.006%
4/24/2025Klaas Financial Asset Advisors LLC28,215$655K0.1%+103.5%0.082%
4/22/2025Cambridge Investment Research Advisors Inc.1,091,700$25.35M0.1%+4.9%3.164%
4/22/2025Heartland Bank & Trust Co13,542$314K0.2%+35.8%0.039%
4/17/2025Rebalance LLC42,946$997K0.1%+87.6%0.124%
4/15/2025GAMMA Investing LLC249,292$5.79M0.4%+20.2%0.723%
4/9/2025Lbmc Investment Advisors LLC755,309$17.54M1.4%+75.7%2.189%
4/8/2025Parallel Advisors LLC25,650$596K0.0%+1,040.0%0.075%
4/7/2025GAMMA Investing LLC5,788,560$134.41M0.0%+2,691.6%16.876%
2/18/2025Sunbelt Securities Inc.12,750$295K0.0%-3.4%0.081%
2/18/202510Elms LLP9,015$209K0.2%N/A0.057%
2/17/2025Sentinus LLC24,186$560K0.2%+9.1%0.153%
2/17/2025Baird Financial Group Inc.15,292$354K0.0%+23.1%0.097%
2/14/2025Arrow Financial Corp74,460$1.72M0.2%N/A0.471%
2/14/2025Integrated Wealth Concepts LLC70,813$1.64M0.0%+37.4%0.448%
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2/14/2025Landing Point Financial Group LLC45,495$1.06M0.8%N/A0.288%
2/13/2025Hurley Capital LLC143,535$3.33M2.7%N/A0.908%
2/12/2025JPMorgan Chase & Co.21,492$498K0.0%-16.6%0.136%
2/7/2025Rebalance LLC22,892$530K0.0%N/A0.145%
1/22/2025Heartland Bank & Trust Co9,969$231K0.1%N/A0.063%
1/22/2025Klaas Financial Asset Advisors LLC13,863$321K0.1%+20.3%0.088%
1/16/2025Lbmc Investment Advisors LLC429,875$9.95M0.8%+102.7%2.721%
1/3/2025GAMMA Investing LLC207,354$4.80M0.4%+50.0%1.312%
12/26/2024JPMorgan Chase & Co.25,776$603K0.0%-38.0%0.163%
11/15/2024Integrated Wealth Concepts LLC51,525$1.21M0.0%+23.9%0.326%


IBHF Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of iShares iBonds 2026 Term High Yield and Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($32.45M), Lbmc Investment Advisors LLC ($24.29M), Straightline Group LLC ($17.80M), Hurley Capital LLC ($12.11M), Integrated Wealth Concepts LLC ($7.54M), Strategic Blueprint LLC ($7.11M), and NewEdge Advisors LLC ($5.20M).Learn more on iShares iBonds 2026 Term High Yield and Income ETF's institutional investors.

Of the 31 institutional investors that purchased iShares iBonds 2026 Term High Yield and Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($5.69M), Arrow Financial Corp ($919.07K), Lbmc Investment Advisors LLC ($826.53K), Hurley Capital LLC ($524.49K), Strategic Blueprint LLC ($304.05K), Integrated Wealth Concepts LLC ($260.89K), and Cambridge Investment Research Advisors Inc. ($207.47K).

Institutional investors have bought a total of 1,190,557 shares in the last 24 months. This purchase volume represents approximately $27.47M in transactions.

The following institutional investors have sold iShares iBonds 2026 Term High Yield and Income ETF stock in the last 24 months: SkyView Investment Advisors LLC ($83.61K), Thoroughbred Financial Services LLC ($30.04K), Collaborative Fund Advisors LLC ($25.47K), Farther Finance Advisors LLC ($20.04K), Migdal Insurance & Financial Holdings Ltd. ($19K), IFP Advisors Inc ($3.22K), and Cottage Street Advisors LLC ($1.03K).

Institutional investors have sold a total of 183,387 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.


Related Companies

Institutional ownership data for BATS:IBHF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
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