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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +5,136 | +9.0% | 62,464 | $1.47M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -16,537 | -55.1% | 13,478 | $316.73K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -4,127 | -21.5% | 15,066 | $354.06K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,630 | +22.3% | 25,401 | $596.91K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +8,613 | — | 8,613 | $202.41K | Q2 2026 | Aug 17, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -105,261 | -12.4% | 744,080 | $17.46M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +100,268 | +720.9% | 114,177 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +54,463 | +22.0% | 301,611 | $7.09M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +52,791 | — | 52,791 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +35,070 | +10.5% | 368,107 | $8.65M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +31,003 | +45.2% | 99,582 | $2.34M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +25,572 | +12.2% | 235,126 | $5.53M | Q2 2026 | Aug 14, 2026 |
| Talisman Wealth Advisors Llc | Buy | +21,786 | — | 21,786 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +21,122 | +79.7% | 47,608 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +16,027 | +102.9% | 31,599 | $742.57K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +15,251 | +5.9% | 273,256 | $6.42M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -13,036 | -6.2% | 197,388 | $4.64M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +8,212 | +24.1% | 42,261 | $993.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -2,103 | -8.6% | 22,264 | $523.21K | Q2 2026 | Aug 14, 2026 |
| 10Elms Llp | Buy | +700 | — | 700 | $16.45K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -154,432 | -31.0% | 343,199 | $8.07M | Q2 2026 | Aug 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +52,311 | +4.2% | 1,303,117 | $30.62M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5,466 | +9.2% | 64,822 | $1.52M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +122 | +0.7% | 18,029 | $423.68K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +30 | +0.3% | 9,536 | $224.09K | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management Llc | Sell | -1 | -100.0% | 0 | $220.90K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +795,441 | — | 795,441 | $18.69M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +16,199 | — | 16,199 | $380.68K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +8,752 | — | 8,752 | $205.67K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -7,568 | -5.0% | 144,101 | $3.39M | Q2 2026 | Aug 12, 2026 |
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.