iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Institutional Ownership $22.51 +0.11 (+0.49%) As of 03:06 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG)Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$145.34MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$4.32M 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Captrust Financial Advisors11,921$269K0.0%-28.1%0.085% 8/14/2025 Hurley Capital LLC27,990$631K0.4%+261.6%0.199% 8/12/2025 JPMorgan Chase & Co.2,085$47K0.0%-20.6%0.015% 7/25/2025 Heartland 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% 7/9/2025 Lbmc Investment Advisors LLC1,165,621$26.27M1.9%+36.0%8.267% 7/8/2025 Parallel Advisors LLC15,000$338K0.0%+3.4%0.106% 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. 5/16/2025 NewEdge Advisors LLC166,888$3.73M0.0%+191.8%1.351% 5/16/2025 Integrated Wealth Concepts LLC55,359$1.24M0.0%+21.2%0.448% 5/15/2025 Baird Financial Group Inc.14,508$324K0.0%+4.8%0.117% 5/15/2025 OLD Mission Capital LLC15,568$348K0.0%N/A0.126% 5/7/2025 Hurley Capital LLC7,741$173K0.1%+369.2%0.063% 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% 2/18/2025 10Elms LLP4,157$92K0.1%N/A0.085% 2/17/2025 Captrust Financial Advisors16,591$369K0.0%N/A0.339% 2/17/2025 Baird Financial Group Inc.13,845$308K0.0%N/A0.283% 2/14/2025 Integrated Wealth Concepts LLC45,663$1.02M0.0%-2.5%0.932% 2/14/2025 Landing Point Financial Group LLC30,523$683K0.5%N/A0.623% 2/13/2025 Hurley Capital LLC1,650$37K0.0%N/A0.034% 2/12/2025 JPMorgan 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% 12/26/2024 JPMorgan Chase & Co.5,231$118K0.0%-67.8%0.107% 11/15/2024 Integrated 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% Musk’s Project Colossus could mint millionaires (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the September 1st funding windo7/2/2024 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% 8/9/2023 Flow 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, 17 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 ($26.27M), NewEdge Advisors LLC ($3.73M), Cambridge Investment Research Advisors Inc. ($1.32M), GAMMA Investing LLC ($1.32M), Integrated Wealth Concepts LLC ($1.24M), Rebalance LLC ($1.02M), and Landing Point Financial Group LLC ($683K).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 17 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 ($5.22M), Lbmc Investment Advisors LLC ($1.17M), NewEdge Advisors LLC ($109.69K), Rebalance LLC ($45.32K), Landing Point Financial Group LLC ($30.52K), Hurley Capital LLC ($27.99K), and Klaas Financial Asset Advisors LLC ($25.15K). How much institutional buying is happening at iShares iBonds 2027 Term High Yield and Income ETF? Institutional investors have bought a total of 6,507,563 shares in the last 24 months. This purchase volume represents approximately $145.34M 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: GAMMA Investing LLC ($173.18K), JPMorgan Chase & Co. ($11.57K), Captrust Financial Advisors ($4.67K), Klaas Financial Asset Advisors LLC ($1.41K), 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 192,018 shares in the last 24 months. This volume of shares sold represents approximately $4.32M in transactions. Related Companies CDX Institutional Ownership SHYD Institutional Ownership PHB Institutional Ownership XBB Institutional Ownership BSJT Institutional Ownership BKHY Institutional Ownership HYBB Institutional Ownership IBHH Institutional Ownership FISR Institutional Ownership PHYL Institutional Ownership This page (BATS:IBHG) was last updated on 8/26/2025 by MarketBeat.com Staff From Our PartnersWhat Steve Bannon revealed about Trump’s gold playA Trump advisor just said 3 words that could reset the dollar. 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