ISHARES IBONDS 2028 TM HY IN (IBHH) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS 2028 TM HY IN (IBHH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Morgan Stanley, Federation Des Caisses Desjardins Du Quebec, Old Mission Capital Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+5,136+9.0%62,464$1.47MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-16,537-55.1%13,478$316.73KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-4,127-21.5%15,066$354.06KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,630+22.3%25,401$596.91KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+8,6138,613$202.41KQ2 2026Aug 17, 2026
Federation Des Caisses Desjardins Du QuebecSell-105,261-12.4%744,080$17.46MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+100,268+720.9%114,177$2.68MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+54,463+22.0%301,611$7.09MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+52,79152,791$1.24MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+35,070+10.5%368,107$8.65MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+31,003+45.2%99,582$2.34MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+25,572+12.2%235,126$5.53MQ2 2026Aug 14, 2026
Talisman Wealth Advisors LlcBuy+21,78621,786$1.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,122+79.7%47,608$1.12MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+16,027+102.9%31,599$742.57KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+15,251+5.9%273,256$6.42MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-13,036-6.2%197,388$4.64MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+8,212+24.1%42,261$993.00KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-2,103-8.6%22,264$523.21KQ2 2026Aug 14, 2026
10Elms LlpBuy+700700$16.45KQ2 2026Aug 14, 2026
Morgan StanleySell-154,432-31.0%343,199$8.07MQ2 2026Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+52,311+4.2%1,303,117$30.62MQ2 2026Aug 13, 2026
Ubs Group AgBuy+5,466+9.2%64,822$1.52MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+122+0.7%18,029$423.68KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+30+0.3%9,536$224.09KQ2 2026Aug 13, 2026
Boreal Capital Management LlcSell-1-100.0%0$220.90KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+795,441795,441$18.69MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+16,19916,199$380.68KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+8,7528,752$205.67KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-7,568-5.0%144,101$3.39MQ2 2026Aug 12, 2026
Showing 30 of 107

Frequently asked questions about IBHH activity

  • Which institutional owners are buying IBHH?

    Institutional owners buying IBHH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBHH activity?

    "Buy" means an investor increased their reported position in IBHH compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS 2028 TM HY IN (IBHH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBHH increasing?

    Institutional interest in IBHH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.