ISHARES IBONDS 2029 TM HY IN (IBHI) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS 2029 TM HY IN (IBHI). 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, Mutual Advisors, Llc, Lbmc Investment Advisors, Llc, Morgan Stanley, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+22,748+22.6%123,525$2.89MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-18,433-62.4%11,086$259.30KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+11,715+10.8%120,176$2.81MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+12,263+21.5%69,368$1.62MQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+17,94717,947$419.77KQ2 2026Aug 17, 2026
Mutual Advisors, LlcBuy+275,592+1602.9%292,785$6.85MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+59,88659,886$1.40MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+28,884+7.0%442,891$10.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,646+122.9%21,123$494.13KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,301+5.8%152,594$3.57MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6,156+4.9%132,704$3.10MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+6,089+37.0%22,550$527.00KQ2 2026Aug 14, 2026
Headinvest, LlcSell-4,725-33.7%9,303$217.60KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,5812,581$60.37KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+728+6.8%11,505$269.09KQ2 2026Aug 14, 2026
10Elms LlpBuy+700+127.0%1,251$29.26KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-539-1.4%36,954$865.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+23+0.2%10,364$242.40KQ2 2026Aug 14, 2026
Morgan StanleyBuy+154,765+11.0%1,556,885$36.42MQ2 2026Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+57,814+8.9%710,128$16.61MQ2 2026Aug 13, 2026
Ubs Group AgBuy+4,395+11.2%43,551$1.02MQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+907,747907,747$21.23MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-7,240-18.6%31,776$743.25KQ2 2026Aug 12, 2026
Heartland Bank & Trust CoBuy+5,981+23.9%30,962$724.20KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+2,326+13.6%19,423$454.30KQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+10,458+5.0%220,854$5.17MQ2 2026Aug 11, 2026
Alaska Permanent Capital Management, LlcBuy+112+1.6%6,956$162.24KQ2 2026Aug 11, 2026
Lbmc Investment Advisors, LlcBuy+241,669+16.5%1,709,445$39.98MQ2 2026Aug 10, 2026
Basepoint Wealth LlcBuy+5050$1.17KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+119,154+32.2%488,748$11.43MQ2 2026Aug 07, 2026
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Frequently asked questions about IBHI activity

  • Which institutional owners are buying IBHI?

    Institutional owners buying IBHI 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 IBHI activity?

    "Buy" means an investor increased their reported position in IBHI compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS 2029 TM HY IN (IBHI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBHI increasing?

    Institutional interest in IBHI 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.