ISHRS IBDS 2030 HY & INC ETF (IBHJ) Institutional Ownership Changes & 13F Activity

ISHRS IBDS 2030 HY & INC ETF (IBHJ). 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 Lbmc Investment Advisors, Llc, Blackrock, Inc., First Western Trust Bank, Lpl Financial Llc, and Commonwealth Equity Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+15,558+26.6%73,955$1.96MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+6,510+7.6%91,670$2.43MQ2 2026Aug 19, 2026
Orion Capital Management LlcBuy+2,000+66.7%5,000$132.32KQ2 2026Aug 18, 2026
Bank Of America CorpBuy+8,450+9.4%98,247$2.60MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,317+67.0%10,763$284.90KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+4,094+25.2%20,360$538.83KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,641+9.3%19,219$508.63KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+732+7.0%11,264$298.10KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-468-2.9%15,938$422.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+8686$2.28KQ2 2026Aug 14, 2026
Morgan StanleyBuy+4,534+6.6%73,573$1.95MQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+7,6207,620$201.66KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-5,117-23.3%16,858$446.15KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,1191,119$29.61KQ2 2026Aug 12, 2026
Lbmc Investment Advisors, LlcBuy+256,373+27.5%1,189,960$31.49MQ2 2026Aug 10, 2026
Blackrock, Inc.Buy+103,855+172.9%163,931$4.34MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+35,097+36.6%131,069$3.47MQ2 2026Aug 07, 2026
Lido Advisors, LlcBuy+16,11316,113$426.43KQ2 2026Aug 07, 2026
Tableaux LlcSell-490-5.2%8,847$234.14KQ2 2026Aug 07, 2026
Focused Alpha, LlcBuy+396+1.7%24,337$644.08KQ2 2026Aug 07, 2026
Cnb BankBuy+154+4.9%3,304$87.44KQ2 2026Aug 06, 2026
Wrapmanager IncSell-3,267-10.5%27,776$735.09KQ2 2026Aug 05, 2026
Ellis Investment Partners, LlcBuy+510+5.4%9,954$263.44KQ2 2026Aug 05, 2026
1900 Wealth Management LlcBuy+8,6948,694$230.09KQ2 2026Aug 04, 2026
Belpointe Asset Management LlcBuy+11,27311,273$298.34KQ2 2026Jul 31, 2026
Guidance Point Advisors, LlcBuy+8,0918,091$214.15KQ2 2026Jul 31, 2026
Freestone Capital Holdings, LlcSell-3,330-25.0%10,005$264.78KQ2 2026Jul 31, 2026
Chicago Partners Investment Group LlcBuy+10,553+5.6%200,057$5.25MQ2 2026Jul 30, 2026
First Western Trust BankBuy+42,546+228.6%61,154$1.62MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+16,615+79.1%37,615$995.48KQ2 2026Jul 29, 2026
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Frequently asked questions about IBHJ activity

  • Which institutional owners are buying IBHJ?

    Institutional owners buying IBHJ 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 IBHJ activity?

    "Buy" means an investor increased their reported position in IBHJ compared to the prior reporting period. This reflects growing exposure to ISHRS IBDS 2030 HY & INC ETF (IBHJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBHJ increasing?

    Institutional interest in IBHJ 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.