iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Institutional Ownership $21.78 -0.03 (-0.14%) Closing price 04:10 PM EasternExtended Trading$21.78 0.00 (0.00%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort Interest Institutional Ownership Changes (13F Filings) for iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$19.75MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$16.62M Get IBHG Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds 2027 Term High Yield and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data IBHG Institutional Buying and Selling by Quarter iShares iBonds 2027 Term High Yield and Income ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/30/2026Peck Wealth Management LLC7,600$166K0.1%N/A0.054% 10/27/2026 Arrow Financial Corp1,587,518$34.58M3.2%-28.9%11.259% 10/23/2026 Rebalance LLC38,232$833K0.0%+3.5%0.271% 10/9/2026 Bullock Wealth Management Group31,710$688K0.3%-69.0%0.225% 10/9/2026 GAMMA Investing LLC15,213$331K0.0%+10.9%0.108% 10/8/2026 Farther Finance Advisors LLC15,897$346K0.0%-64.3%0.113% 9/9/2026Roble Belko & Company Inc104,751$2.18M0.2%N/A0.743% 9/9/2026 Sterling Investment Advisors Ltd.19,385$404K0.1%N/A0.137% 8/22/2026 United Community Bank1,835$38K0.0%N/A0.013% 7/7/2026 GAMMA Investing LLC13,715$303K0.0%+148.3%0.097% Get the Latest News and Ratings for IBHG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds 2027 Term High Yield and Income ETF and its competitors with MarketBeat's FREE daily newsletter. 6/3/2026Parallel Advisors LLC42,725$946K0.0%+32.8%0.303% 5/19/2026Arkadios Wealth Advisors9,250$205K0.0%N/A0.066% 5/7/2026Parallel Advisors LLC42,725$946K0.0%+32.8%0.303% 5/6/2026Heartland Bank & Trust Co35,631$789K0.2%+6.6%0.253% 5/5/2026Bank of New York Mellon Corp400,710$8.87M0.0%N/A2.842% 4/28/2026Ascentis Independent Advisors2,750$61K0.0%N/A0.020% 2/18/2026NewEdge Advisors LLC152,907$3.41M0.0%+8.8%1.084% 2/17/2026Advisory Services Network LLC81,490$1.82M0.0%+2.5%0.578% 2/17/2026Captrust Financial Advisors16,470$368K0.0%+34.2%0.117% 2/17/2026Hurley Capital LLC187,650$4.19M2.3%+7.5%1.331% 2/13/2026Integrated Wealth Concepts LLC72,105$1.61M0.0%+24.5%0.511% 2/11/2026Landing Point Financial Group LLC20,811$465K0.2%-11.1%0.148% 2/11/2026Parallel Advisors LLC32,175$718K0.0%+39.6%0.228% 2/10/2026Thoroughbred Financial Services LLC21,659$483K0.0%-23.5%0.154% 2/5/2026 High Note Wealth LLC10,713$239K0.0%+201.7%0.076% 2/3/2026Heartland Bank & Trust Co33,434$746K0.3%+5.7%0.237% 1/27/2026 Klaas Financial Asset Advisors LLC25,301$565K0.1%+18.8%0.179% 1/15/2026 Rebalance LLC49,932$1.11M0.1%+3.0%0.354% 1/1/2026JPMorgan Chase & Co.34,330$772K0.0%+1,546.5%0.243% 12/2/2025 IFP Advisors Inc49,991$1.12M0.0%-3.3%0.355% 11/17/2025NewEdge Advisors LLC140,502$3.16M0.0%+6.3%0.996% 11/17/2025Integrated Wealth Concepts LLC57,912$1.30M0.0%+2.7%0.411% 11/13/2025Parallel Advisors LLC23,050$518K0.0%+53.7%0.163% 11/12/202510Elms LLP5,257$118K0.1%+10.5%0.037% 11/12/2025Landing Point Financial Group LLC23,413$527K0.3%+5.1%0.166% 11/12/2025Hurley Capital LLC174,628$3.93M2.2%+523.9%1.238% 11/10/2025Thoroughbred Financial Services LLC28,328$637K0.0%-18.8%0.201% 11/10/2025Heartland Bank & Trust Co31,641$712K0.3%+27.8%0.224% 11/7/2025JPMorgan Chase & Co.34,330$772K0.0%+1,546.5%0.243% 11/4/2025 High Note Wealth LLC3,551$80K0.0%+29.1%0.025% A free stock pick, from me to you (Ad)Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal. Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty. Dylan believes shares could react by December 8th.Claim this free stock pick before the December 8 deadline today10/20/2025 Klaas Financial Asset Advisors LLC21,306$479K0.1%-10.3%0.151% 10/16/2025 Rebalance LLC48,501$1.09M0.1%+7.0%0.344% 10/7/2025Lbmc Investment Advisors LLC1,458,696$32.81M2.1%+25.1%10.345% 10/2/2025 GAMMA Investing LLC7,119$160K0.0%-87.8%0.050% 8/15/2025Captrust Financial Advisors11,921$269K0.0%-28.1%0.085% 8/14/2025Hurley Capital LLC27,990$631K0.4%+261.6%0.199% 8/12/2025JPMorgan Chase & Co.2,085$47K0.0%-20.6%0.015% 7/25/2025Heartland Bank & Trust Co24,753$558K0.3%+69.7%0.176% 7/23/2025 High Note Wealth LLC2,750$62K0.0%N/A0.020% 7/16/2025 Rebalance LLC45,317$1.02M0.1%+1.4%0.321% 7/14/2025 GAMMA Investing LLC58,339$1.32M0.1%-74.8%0.414% 7/10/2025 Klaas Financial Asset Advisors LLC23,746$535K0.1%-5.6%0.168% 7/9/2025Lbmc Investment Advisors LLC1,165,621$26.27M1.9%+36.0%8.267% 7/8/2025Parallel Advisors LLC15,000$338K0.0%+3.4%0.106% 5/16/2025NewEdge Advisors LLC166,888$3.73M0.0%+191.8%1.351% 5/16/2025Integrated Wealth Concepts LLC55,359$1.24M0.0%+21.2%0.448% 5/15/2025Baird Financial Group Inc.14,508$324K0.0%+4.8%0.117% 5/15/2025OLD Mission Capital LLC15,568$348K0.0%N/A0.126% 5/7/2025Hurley Capital LLC7,741$173K0.1%+369.2%0.063% 4/24/2025Klaas Financial Asset Advisors LLC25,153$562K0.1%+103.3%0.204% 4/22/2025Cambridge Investment Research Advisors Inc.59,052$1.32M0.0%+17.6%0.478% 4/22/2025Heartland Bank & Trust Co14,590$326K0.2%+35.4%0.118% 4/17/2025Rebalance LLC44,709$998K0.1%+37.6%0.362% 4/15/2025GAMMA Investing LLC231,518$5.17M0.4%+25.8%1.875% 4/9/2025Lbmc Investment Advisors LLC857,119$19.14M1.5%+58.6%6.940% 4/8/2025Parallel Advisors LLC14,500$324K0.0%N/A0.119% 4/7/2025GAMMA Investing LLC5,168,640$115.39M0.0%+2,709.1%42.540% 2/18/202510Elms LLP4,157$92K0.1%N/A0.085% 2/17/2025Captrust Financial Advisors16,591$369K0.0%N/A0.339% 2/17/2025Baird Financial Group Inc.13,845$308K0.0%N/A0.283% 2/14/2025Integrated Wealth Concepts LLC45,663$1.02M0.0%-2.5%0.932% 2/14/2025Landing Point Financial Group LLC30,523$683K0.5%N/A0.623% 2/13/2025Hurley Capital LLC1,650$37K0.0%N/A0.034% 2/12/2025JPMorgan Chase & Co.7,356$164K0.0%+40.6%0.150% 2/7/2025Rebalance LLC32,481$722K0.1%N/A0.663% 1/22/2025Heartland Bank & Trust Co10,772$240K0.1%N/A0.220% 1/22/2025Klaas Financial Asset Advisors LLC12,370$275K0.0%N/A0.252% 1/16/2025Lbmc Investment Advisors LLC540,414$12.02M0.9%+55.7%11.029% 1/3/2025GAMMA Investing LLC183,996$4.09M0.3%+44.7%3.755% 12/26/2024JPMorgan Chase & Co.5,231$118K0.0%-67.8%0.107% 11/15/2024Integrated Wealth Concepts LLC46,857$1.06M0.0%+2.7%0.956% 10/8/2024Lbmc Investment Advisors LLC347,150$7.85M0.6%+77.9%7.085% 10/7/2024GAMMA Investing LLC127,128$2.87M0.3%+284.8%2.594% 7/11/2024Lbmc Investment Advisors LLC195,106$4.30M0.4%+78.7%3.982% 7/2/2024GAMMA Investing LLC33,037$728K0.1%+33.3%0.674% 4/12/2024Lbmc Investment Advisors LLC109,154$2.43M0.2%N/A6.822% 4/5/2024GAMMA Investing LLC24,793$552K0.1%N/A1.550% 8/9/2023Flow Traders U.S. LLC29,108$635K0.0%-46.7%1.819% IBHG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBHG shares? During the previous two years, 30 institutional investors and hedge funds held shares of iShares iBonds 2027 Term High Yield and Income ETF. The most heavily invested institutionals were Arrow Financial Corp ($34.58M), Lbmc Investment Advisors LLC ($32.81M), Bank of New York Mellon Corp ($8.87M), Hurley Capital LLC ($4.19M), NewEdge Advisors LLC ($3.41M), Roble Belko & Company Inc ($2.18M), and Advisory Services Network LLC ($1.82M).Learn more on iShares iBonds 2027 Term High Yield and Income ETF's institutional investors. Which institutional investors have been buying iShares iBonds 2027 Term High Yield and Income ETF's stock? Of the 25 institutional investors that purchased iShares iBonds 2027 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 ($5.10M), Lbmc Investment Advisors LLC ($1.11M), Bank of New York Mellon Corp ($400.71K), Hurley Capital LLC ($187.65K), NewEdge Advisors LLC ($130.43K), Roble Belko & Company Inc ($104.75K), and JPMorgan Chase & Co. ($66.62K). How much institutional buying is happening at iShares iBonds 2027 Term High Yield and Income ETF? Institutional investors have bought a total of 888,228 shares in the last 24 months. This purchase volume represents approximately $19.75M in transactions. Which of iShares iBonds 2027 Term High Yield and Income ETF's major shareholders have been selling company stock? The following institutional investors have sold iShares iBonds 2027 Term High Yield and Income ETF stock in the last 24 months: Arrow Financial Corp ($646.12K), Bullock Wealth Management Group ($70.42K), Farther Finance Advisors LLC ($28.69K), Thoroughbred Financial Services LLC ($13.22K), Landing Point Financial Group LLC ($2.60K), and IFP Advisors Inc ($1.69K). How much institutional selling is happening at iShares iBonds 2027 Term High Yield and Income ETF? Institutional investors have sold a total of 762,745 shares in the last 24 months. This volume of shares sold represents approximately $16.62M in transactions. Related Companies IBHI Institutional Ownership HYEM Institutional Ownership XBB Institutional Ownership EMHY Institutional Ownership HYBL Institutional Ownership SHYD Institutional Ownership IBHH Institutional Ownership BSJT Institutional Ownership FDHY Institutional Ownership IBHF Institutional Ownership Institutional ownership data for BATS:IBHG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/30/2026. New 13F filings are added each quarter as they're published. From Our PartnersA free stock pick, from me to youElon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal. Withou...Behind the Markets | SponsoredFinancial legend: “This is bad, really bad...”Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...Weiss Ratings | SponsoredElon Musk about to bankrupt Amazon, Microsoft & Google?Jeff Brown, the former tech executive who called the rise of Bitcoin, Tesla, and Nvidia years early, is tracki...Brownstone Research | SponsoredLast call for your free 0DTE reportThe 0DTE Game Plan lays out a simple 3-step framework for trading same-day options: Plan it, profit from it, p...Profits Run | SponsoredDon't lose access to thisIan Cooper's guide, 'The $50-to-$500 Options Strategy,' is still available for free download, but not for long...TradeWins | SponsoredWhy tech stocks are deadAI skeptics see dot-com era warning signs, and they have a point. But the real opportunity may not be in the b...Porter & Company | SponsoredMy next big call (under $1)17,556% on KDA. 3,900% on PRE. 2,650% on OCEAN. Every single one of these was recommended to our community bef...Crypto 101 Media | SponsoredTrump’s $16 Trillion Chess Move (signed and highlighted)A newly signed executive order could point to one of the largest resource deals in history, according to Matt ...Monument Traders Alliance | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares iBonds 2027 Term High Yield and Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares iBonds 2027 Term High Yield and Income ETF With A Colleague Link copied to clipboard. Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
