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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +15,558 | +26.6% | 73,955 | $1.96M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +6,510 | +7.6% | 91,670 | $2.43M | Q2 2026 | Aug 19, 2026 |
| Orion Capital Management Llc | Buy | +2,000 | +66.7% | 5,000 | $132.32K | Q2 2026 | Aug 18, 2026 |
| Bank Of America Corp | Buy | +8,450 | +9.4% | 98,247 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,317 | +67.0% | 10,763 | $284.90K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +4,094 | +25.2% | 20,360 | $538.83K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,641 | +9.3% | 19,219 | $508.63K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +732 | +7.0% | 11,264 | $298.10K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -468 | -2.9% | 15,938 | $422.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +86 | — | 86 | $2.28K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,534 | +6.6% | 73,573 | $1.95M | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +7,620 | — | 7,620 | $201.66K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -5,117 | -23.3% | 16,858 | $446.15K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,119 | — | 1,119 | $29.61K | Q2 2026 | Aug 12, 2026 |
| Lbmc Investment Advisors, Llc | Buy | +256,373 | +27.5% | 1,189,960 | $31.49M | Q2 2026 | Aug 10, 2026 |
| Blackrock, Inc. | Buy | +103,855 | +172.9% | 163,931 | $4.34M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +35,097 | +36.6% | 131,069 | $3.47M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Buy | +16,113 | — | 16,113 | $426.43K | Q2 2026 | Aug 07, 2026 |
| Tableaux Llc | Sell | -490 | -5.2% | 8,847 | $234.14K | Q2 2026 | Aug 07, 2026 |
| Focused Alpha, Llc | Buy | +396 | +1.7% | 24,337 | $644.08K | Q2 2026 | Aug 07, 2026 |
| Cnb Bank | Buy | +154 | +4.9% | 3,304 | $87.44K | Q2 2026 | Aug 06, 2026 |
| Wrapmanager Inc | Sell | -3,267 | -10.5% | 27,776 | $735.09K | Q2 2026 | Aug 05, 2026 |
| Ellis Investment Partners, Llc | Buy | +510 | +5.4% | 9,954 | $263.44K | Q2 2026 | Aug 05, 2026 |
| 1900 Wealth Management Llc | Buy | +8,694 | — | 8,694 | $230.09K | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management Llc | Buy | +11,273 | — | 11,273 | $298.34K | Q2 2026 | Jul 31, 2026 |
| Guidance Point Advisors, Llc | Buy | +8,091 | — | 8,091 | $214.15K | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, Llc | Sell | -3,330 | -25.0% | 10,005 | $264.78K | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group Llc | Buy | +10,553 | +5.6% | 200,057 | $5.25M | Q2 2026 | Jul 30, 2026 |
| First Western Trust Bank | Buy | +42,546 | +228.6% | 61,154 | $1.62M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +16,615 | +79.1% | 37,615 | $995.48K | Q2 2026 | Jul 29, 2026 |
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.