ISHARES IBOND 2026 HY & INC (IBHF) Institutional Shareholders
ISHARES IBOND 2026 HY & INC (IBHF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $507.29M in IBHF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IBHF tracked by InsiderSet, reporting ownership valued at approximately $50.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $50.16M, representing an estimated loss of -0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed IBHF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Cowa, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBOND 2026 HY & INC (IBHF).
This page ranks the largest institutional IBHF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
172
Total Reported Value
$507.29M
Largest Holder
Lpl Financial Llc
Largest Position
$50.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,228,248 | $50,469,818 | $50,157,862 | -$311,956 | -0.62% | |
| Morgan Stanley | 0.00% | 1,349,023 | $30,555,382 | $30,366,508 | -$188,874 | -0.62% | |
| Cowa, Llc | 6.74% | 1,186,840 | $26,881,923 | $26,715,768 | -$166,155 | -0.62% | |
| Lbmc Investment Advisors, Llc | 1.43% | 1,161,706 | $26,312,637 | $26,150,002 | -$162,635 | -0.62% | |
| Straightline Group Llc | 10.01% | 936,881 | $21,220,355 | $21,089,191 | -$131,164 | -0.62% | |
| Wells Fargo & Company/Mn | 0.00% | 799,082 | $18,099,207 | $17,987,336 | -$111,871 | -0.62% | |
| Federation Des Caisses Desjardins Du Quebec | 0.05% | 714,107 | $16,174,524 | $16,074,549 | -$99,975 | -0.62% | |
| Bank Of America Corp | 0.00% | 706,652 | $16,005,672 | $15,906,737 | -$98,935 | -0.62% | |
| Raymond James Financial Inc | 0.00% | 658,086 | $14,905,652 | $14,813,516 | -$92,136 | -0.62% | |
| Ruggaard & Associates Llc | 4.27% | 525,863 | $11,910,790 | $11,837,176 | -$73,614 | -0.62% | |
| Citadel Advisors Llc | 0.01% | 508,904 | $11,526,676 | $11,455,429 | -$71,247 | -0.62% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.40% | 471,122 | $10,670,913 | $10,604,956 | -$65,957 | -0.62% | |
| Mid-American Wealth Advisory Group, Inc. | 3.80% | 463,778 | $10,504,575 | $10,439,643 | -$64,932 | -0.62% | |
| Cornerstone Planning, Llc | 2.25% | 429,198 | $9,721,329 | $9,661,247 | -$60,082 | -0.62% | |
| Cetera Investment Advisers | 0.01% | 424,308 | $9,610,581 | $9,551,173 | -$59,408 | -0.62% | |
| Stratos Wealth Partners, Ltd. | 0.09% | 389,167 | $8,814,654 | $8,760,149 | -$54,505 | -0.62% | |
| Littlejohn Financial Services, Inc. | 5.39% | 327,252 | $7,412,251 | $7,366,443 | -$45,808 | -0.62% | |
| Integrated Wealth Concepts Llc | 0.05% | 307,033 | $6,954,291 | $6,911,313 | -$42,978 | -0.62% | |
| Delta Wealth Advisors Llc | 4.88% | 301,742 | $6,834,458 | $6,792,212 | -$42,246 | -0.62% | |
| Bip Wealth, Llc | 0.17% | 268,420 | $6,079,708 | $6,042,134 | -$37,574 | -0.62% | |
| Evergreen Capital Management Llc | 0.10% | 259,315 | $5,873,485 | $5,837,181 | -$36,304 | -0.62% | |
| Tabr Capital Management, Llc | 4.82% | 249,858 | $5,659,283 | $5,624,304 | -$34,979 | -0.62% | |
| Newedge Advisors, Llc | 0.02% | 248,808 | $5,635,517 | $5,600,668 | -$34,849 | -0.62% | |
| Evexia Wealth Llc | 1.48% | 243,261 | $5,461,214 | $5,475,805 | +$14,591 | +0.27% | |
| Csenge Advisory Group | 0.19% | 209,398 | $4,742,864 | $4,713,549 | -$29,315 | -0.62% | |
| Jane Street Group, Llc | 0.00% | 206,325 | $4,673,261 | $4,644,376 | -$28,885 | -0.62% | |
| Parallel Advisors, Llc | 0.07% | 205,340 | $4,650,973 | $4,622,203 | -$28,770 | -0.62% | |
| Kestra Private Wealth Services, Llc | 0.05% | 204,781 | $4,638,289 | $4,609,620 | -$28,669 | -0.62% | |
| Concurrent Investment Advisors, Llc | 0.04% | 200,777 | $4,547,599 | $4,519,490 | -$28,109 | -0.62% | |
| Action Point Financial Planning, Llc | 0.48% | 194,922 | $4,414,941 | $4,387,694 | -$27,247 | -0.62% | |
| High Note Wealth, Llc | 0.75% | 193,824 | $4,390,125 | $4,362,978 | -$27,147 | -0.62% | |
| Scissortail Wealth Management, Llc | 0.80% | 182,741 | $4,139,075 | $4,113,500 | -$25,575 | -0.62% | |
| Ubs Group Ag | 0.00% | 179,441 | $4,064,339 | $4,039,217 | -$25,122 | -0.62% | |
| Ep Wealth Advisors, Llc | 0.02% | 178,831 | $4,050,525 | $4,025,486 | -$25,039 | -0.62% | |
| Krilogy Financial Llc | 0.11% | 164,498 | $3,725,885 | $3,702,850 | -$23,035 | -0.62% | |
| Sequoia Financial Advisors | 0.02% | 159,854 | $3,620,694 | $3,598,314 | -$22,380 | -0.62% | |
| Royal Bank Of Canada | 0.00% | 151,962 | $3,442,000 | $3,420,665 | -$21,335 | -0.62% | |
| Foundations Investment Advisors, Llc | 0.03% | 133,328 | $3,019,885 | $3,001,213 | -$18,672 | -0.62% | |
| Walser Wealth Management Company, A Ltd Liability Co | 1.25% | 132,422 | $2,999,367 | $2,980,819 | -$18,548 | -0.62% | |
| Flow Traders U.S. Llc | 0.12% | 131,641 | $2,982,000 | $2,963,239 | -$18,761 | -0.63% | |
| Private Advisor Group, Llc | 0.01% | 129,436 | $2,931,725 | $2,913,604 | -$18,121 | -0.62% | |
| Straight Path Wealth Management | 0.66% | 124,858 | $2,828,032 | $2,810,554 | -$17,478 | -0.62% | |
| Arrow Financial Corp | 0.25% | 124,293 | $2,815,244 | $2,797,835 | -$17,409 | -0.62% | |
| Osaic Holdings, Inc. | 0.00% | 111,989 | $2,536,919 | $2,520,872 | -$16,047 | -0.63% | |
| World Investment Advisors | 0.04% | 107,450 | $2,465,582 | $2,418,700 | -$46,883 | -1.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 106,778 | $2,418,516 | $2,403,573 | -$14,943 | -0.62% | |
| Lido Advisors, Llc | 0.01% | 103,708 | $2,349,008 | $2,334,467 | -$14,541 | -0.62% | |
| Eight 31 Financial, Llc | 1.39% | 103,272 | $2,339,111 | $2,324,653 | -$14,458 | -0.62% | |
| Private Client Services, Llc | 0.61% | 102,734 | $2,326,925 | $2,312,542 | -$14,383 | -0.62% | |
| Cornerstone Wealth Management, Llc | 0.09% | 95,165 | $2,155,498 | $2,142,164 | -$13,334 | -0.62% |
Frequently asked questions about IBHF
Who owns the most IBHF stock?
The largest holders of IBHF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBOND 2026 HY & INC (IBHF).
Is IBHF widely held by superinvestors?
Many widely followed stocks like IBHF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.