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iShares iBonds 2028 Term High Yield and Income ETF (IBHH) Institutional Ownership

iShares iBonds 2028 Term High Yield and Income ETF logo
$23.10 +0.04 (+0.17%)
Closing price 11/3/2026 04:10 PM Eastern
Extended Trading
$23.10 0.00 (0.00%)
As of 11/3/2026 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.
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2028 Term High Yield and Income ETF (BATS:IBHH)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.53M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$85.39K
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IBHH Institutional Buying and Selling by Quarter

iShares iBonds 2028 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
11/3/2026Parallel Advisors LLC70,592$1.63M0.0%+81.7%0.669%
10/30/2026 Peck Wealth Management LLC11,300$261K0.2%N/A0.107%
10/23/2026 Rebalance LLC35,636$824K0.0%+3.3%0.338%
10/9/2026 Bullock Wealth Management Group29,973$691K0.3%+6.2%0.284%
10/9/2026 GAMMA Investing LLC14,322$331K0.0%+10.8%0.136%
10/8/2026 Farther Finance Advisors LLC4,374$101K0.0%-27.1%0.041%
7/7/2026 GAMMA Investing LLC12,929$304K0.0%+134.9%0.123%
5/7/2026Parallel Advisors LLC6,076$143K0.0%+107.7%0.058%
5/6/2026Heartland Bank & Trust Co30,711$721K0.2%+14.5%0.291%
4/28/2026Ascentis Independent Advisors8,020$188K0.0%N/A0.076%
2/18/2026NewEdge Advisors LLC796,380$18.85M0.1%+4.4%7.549%
2/17/2026Captrust Financial Advisors15,482$367K0.0%+32.0%0.147%
2/17/2026Hurley Capital LLC1,225$29K0.0%N/A0.012%
2/13/2026Integrated Wealth Concepts LLC59,365$1.41M0.0%+23.4%0.563%
2/11/2026Parallel Advisors LLC2,925$69K0.0%N/A0.028%
2/5/2026 High Note Wealth LLC6,042$143K0.0%+696.0%0.057%
2/3/2026Heartland Bank & Trust Co26,821$635K0.3%+5.1%0.254%
1/27/2026 Klaas Financial Asset Advisors LLC20,659$489K0.1%N/A0.196%
1/15/2026 Rebalance LLC46,661$1.11M0.1%N/A0.442%
12/2/2025 IFP Advisors Inc43,673$1.04M0.0%-4.4%0.414%
11/17/2025NewEdge Advisors LLC762,495$18.19M0.1%+46.3%7.227%
11/17/2025Integrated Wealth Concepts LLC48,107$1.15M0.0%+3.8%0.456%
11/10/2025Heartland Bank & Trust Co25,510$609K0.3%+21.7%0.242%
10/7/2025Lbmc Investment Advisors LLC1,515,968$36.17M2.3%+29.1%14.369%
10/2/2025 GAMMA Investing LLC6,852$163K0.0%-86.9%0.065%
8/15/2025Captrust Financial Advisors11,436$271K0.0%N/A0.108%
7/25/2025Heartland Bank & Trust Co20,961$497K0.2%+61.4%0.199%
7/14/2025 GAMMA Investing LLC52,342$1.24M0.1%-73.8%0.496%
7/9/2025Lbmc Investment Advisors LLC1,173,912$27.86M2.0%+40.4%11.127%
5/16/2025NewEdge Advisors LLC507,774$11.86M0.1%-8.9%5.345%
5/16/2025Integrated Wealth Concepts LLC49,701$1.16M0.0%+9.2%0.523%
4/22/2025Cambridge Investment Research Advisors Inc.50,589$1.18M0.0%+21.4%0.530%
4/22/2025Heartland Bank & Trust Co12,989$303K0.2%N/A0.136%
4/15/2025GAMMA Investing LLC200,146$4.68M0.4%+22.4%2.096%
4/9/2025Lbmc Investment Advisors LLC836,135$19.53M1.5%+95.3%8.755%
4/7/2025GAMMA Investing LLC4,675,411$109.22M0.0%+2,760.2%52.239%
2/14/2025Integrated Wealth Concepts LLC45,527$1.06M0.0%+12.9%1.401%
2/12/2025JPMorgan Chase & Co.3,350$78K0.0%N/A0.103%
1/16/2025Lbmc Investment Advisors LLC428,185$10.01M0.8%+70.7%13.175%
1/3/2025GAMMA Investing LLC163,463$3.82M0.3%+36.8%5.030%
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11/15/2024Integrated Wealth Concepts LLC40,312$959K0.0%+2.3%1.240%
10/8/2024Lbmc Investment Advisors LLC250,802$5.97M0.5%+105.5%7.717%
10/7/2024GAMMA Investing LLC119,522$2.85M0.3%+229.5%3.678%
7/27/2024Strategic Blueprint LLC13,987$323K0.0%-9.4%0.430%
7/11/2024Lbmc Investment Advisors LLC122,067$2.82M0.2%+59.1%3.756%
7/2/2024GAMMA Investing LLC36,275$839K0.1%+52.6%1.116%
4/23/2024Strategic Blueprint LLC15,433$360K0.0%N/A0.490%
4/12/2024Lbmc Investment Advisors LLC76,718$1.79M0.2%N/A0.000%
4/5/2024GAMMA Investing LLC23,767$555K0.1%N/A0.000%
8/9/2023Flow Traders U.S. LLC17,875$403K0.0%-57.3%0.000%
5/12/2023NewEdge Advisors LLC52,258$1.19M0.0%-5.6%0.000%


IBHH Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of iShares iBonds 2028 Term High Yield and Income ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($36.17M), NewEdge Advisors LLC ($18.85M), Parallel Advisors LLC ($1.63M), Integrated Wealth Concepts LLC ($1.41M), Cambridge Investment Research Advisors Inc. ($1.18M), IFP Advisors Inc ($1.04M), and Rebalance LLC ($824K).Learn more on iShares iBonds 2028 Term High Yield and Income ETF's institutional investors.

Of the 16 institutional investors that purchased iShares iBonds 2028 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 ($4.60M), Lbmc Investment Advisors LLC ($1.27M), NewEdge Advisors LLC ($275.11K), Rebalance LLC ($47.80K), Parallel Advisors LLC ($37.83K), Heartland Bank & Trust Co ($30.71K), and Integrated Wealth Concepts LLC ($23.28K).

Institutional investors have bought a total of 444,290 shares in the last 24 months. This purchase volume represents approximately $10.53M in transactions.

The following institutional investors have sold iShares iBonds 2028 Term High Yield and Income ETF stock in the last 24 months: IFP Advisors Inc ($2.00K), and Farther Finance Advisors LLC ($1.63K).

Institutional investors have sold a total of 3,630 shares in the last 24 months. This volume of shares sold represents approximately $85.39K in transactions.


Related Companies

Institutional ownership data for BATS:IBHH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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