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iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Institutional Ownership

iShares iBonds 2027 Term High Yield and Income ETF logo
$22.28 -0.13 (-0.56%)
Closing price 04/25/2025 03:56 PM Eastern
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$22.28 0.00 (0.00%)
As of 04/25/2025 04:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$136.54M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$275.75K
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IBHG Institutional Buying and Selling by Quarter

iShares iBonds 2027 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025 Klaas Financial Asset Advisors LLC25,153$562K0.1%+103.3%0.204%
4/22/2025 Cambridge Investment Research Advisors Inc.59,052$1.32M0.0%+17.6%0.478%
4/22/2025 Heartland Bank & Trust Co14,590$326K0.2%+35.4%0.118%
4/17/2025 Rebalance LLC44,709$998K0.1%+37.6%0.362%
4/15/2025 GAMMA Investing LLC231,518$5.17M0.4%+25.8%1.875%
4/9/2025 Lbmc Investment Advisors LLC857,119$19.14M1.5%+58.6%6.940%
4/8/2025 Parallel Advisors LLC14,500$324K0.0%N/A0.119%
4/7/2025 GAMMA 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%
2/7/2025 Rebalance LLC32,481$722K0.1%N/A0.663%
1/22/2025 Heartland Bank & Trust Co10,772$240K0.1%N/A0.220%
1/22/2025 Klaas Financial Asset Advisors LLC12,370$275K0.0%N/A0.252%
1/16/2025 Lbmc Investment Advisors LLC540,414$12.02M0.9%+55.7%11.029%
1/3/2025 GAMMA 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%
10/8/2024 Lbmc Investment Advisors LLC347,150$7.85M0.6%+77.9%7.085%
10/7/2024 GAMMA Investing LLC127,128$2.87M0.3%+284.8%2.594%
7/11/2024 Lbmc Investment Advisors LLC195,106$4.30M0.4%+78.7%3.982%
7/2/2024 GAMMA Investing LLC33,037$728K0.1%+33.3%0.674%
4/12/2024 Lbmc Investment Advisors LLC109,154$2.43M0.2%N/A6.822%
4/5/2024 GAMMA Investing LLC24,793$552K0.1%N/A1.550%
8/9/2023Flow Traders U.S. LLC29,108$635K0.0%-46.7%1.819%
(Data available from 1/1/2016 forward)

IBHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHG shares?

During the previous two years, 15 institutional investors and hedge funds held shares of iShares iBonds 2027 Term High Yield and Income ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($19.14M), GAMMA Investing LLC ($5.17M), Cambridge Investment Research Advisors Inc. ($1.32M), Integrated Wealth Concepts LLC ($1.02M), Rebalance LLC ($998K), Landing Point Financial Group LLC ($683K), and Flow Traders U.S. LLC ($635K).Learn more on IBHG's institutional investors.

Which institutional investors have been buying iShares iBonds 2027 Term High Yield and Income ETF stock?

Of the 14 institutional investors that purchased iShares iBonds 2027 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($5.22M), Lbmc Investment Advisors LLC ($857.12K), Rebalance LLC ($44.71K), Landing Point Financial Group LLC ($30.52K), Klaas Financial Asset Advisors LLC ($25.15K), Captrust Financial Advisors ($16.59K), and Heartland Bank & Trust Co ($14.59K).

How much institutional buying is happening at iShares iBonds 2027 Term High Yield and Income ETF?

Institutional investors have bought a total of 6,251,227 shares in the last 24 months. This purchase volume represents approximately $139.52M in transactions.

Which iShares iBonds 2027 Term High Yield and Income ETF 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: Flow Traders U.S. LLC ($25.47K), JPMorgan Chase & Co. ($11.03K), and Integrated Wealth Concepts LLC ($1.19K).

How much institutional selling is happening at iShares iBonds 2027 Term High Yield and Income ETF?

Institutional investors have sold a total of 37,694 shares in the last 24 months. This volume of shares sold represents approximately $831.34K in transactions.



This page (BATS:IBHG) was last updated on 4/27/2025 by MarketBeat.com Staff
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