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 $528.64M 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 $46.94M in its March 31, 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 $46.12M, representing an estimated loss of -1.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IBHF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Lbmc Investment Advisors, 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
180
Total Reported Value
$528.64M
Largest Holder
Lpl Financial Llc
Largest Position
$46.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,045,407 | $46,942,096 | $46,123,928 | -$818,168 | -1.74% | |
| Morgan Stanley | 0.00% | 1,664,369 | $38,197,272 | $37,531,521 | -$665,751 | -1.74% | |
| Lbmc Investment Advisors, Llc | 1.57% | 1,123,830 | $25,791,896 | $25,342,367 | -$449,530 | -1.74% | |
| Cowa, Llc | 6.87% | 1,109,389 | $25,460,495 | $25,016,722 | -$443,773 | -1.74% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 1,067,255 | $24,493,502 | $24,066,600 | -$426,902 | -1.74% | |
| Wells Fargo & Company/Mn | 0.00% | 1,020,333 | $23,416,642 | $23,008,509 | -$408,133 | -1.74% | |
| Straightline Group Llc | 10.40% | 911,742 | $20,924,480 | $20,559,782 | -$364,698 | -1.74% | |
| Bank Of America Corp | 0.00% | 840,565 | $19,290,972 | $18,954,741 | -$336,231 | -1.74% | |
| Federation Des Caisses Desjardins Du Quebec | 0.07% | 820,788 | $18,837,085 | $18,508,769 | -$328,316 | -1.74% | |
| Raymond James Financial Inc | 0.00% | 664,523 | $15,250,818 | $14,984,994 | -$265,824 | -1.74% | |
| Hurley Capital, Llc | 7.04% | 571,769 | $13,122,098 | $12,893,391 | -$228,707 | -1.74% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.47% | 476,466 | $10,934,895 | $10,744,308 | -$190,587 | -1.74% | |
| Mid-American Wealth Advisory Group, Inc. | 3.80% | 463,778 | $10,504,575 | $10,458,194 | -$46,381 | -0.44% | |
| Cornerstone Planning, Llc | 2.25% | 429,198 | $9,721,329 | $9,678,415 | -$42,914 | -0.44% | |
| Cetera Investment Advisers | 0.01% | 418,238 | $9,598,558 | $9,431,267 | -$167,291 | -1.74% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 389,445 | $8,937,782 | $8,781,985 | -$155,797 | -1.74% | |
| Mutual Advisors, Llc | 0.16% | 330,591 | $7,587,066 | $7,454,827 | -$132,239 | -1.74% | |
| Littlejohn Financial Services, Inc. | 5.39% | 327,252 | $7,412,251 | $7,379,533 | -$32,718 | -0.44% | |
| Integrated Wealth Concepts Llc | 0.06% | 318,533 | $7,310,347 | $7,182,919 | -$127,428 | -1.74% | |
| Delta Wealth Advisors Llc | 4.88% | 301,742 | $6,834,458 | $6,804,282 | -$30,176 | -0.44% | |
| Bip Wealth, Llc | 0.17% | 268,420 | $6,079,708 | $6,052,871 | -$26,837 | -0.44% | |
| Evergreen Capital Management Llc | 0.10% | 259,315 | $5,873,485 | $5,847,553 | -$25,932 | -0.44% | |
| Tabr Capital Management, Llc | 4.82% | 249,858 | $5,659,283 | $5,634,298 | -$24,985 | -0.44% | |
| Kestra Private Wealth Services, Llc | 0.05% | 204,781 | $4,638,289 | $4,617,812 | -$20,477 | -0.44% | |
| Concurrent Investment Advisors, Llc | 0.04% | 200,777 | $4,547,599 | $4,527,521 | -$20,078 | -0.44% | |
| Ubs Group Ag | 0.00% | 196,823 | $4,517,088 | $4,438,359 | -$78,729 | -1.74% | |
| Csenge Advisory Group | 0.20% | 192,313 | $4,413,591 | $4,336,658 | -$76,933 | -1.74% | |
| High Note Wealth, Llc | 0.75% | 193,824 | $4,390,125 | $4,370,731 | -$19,394 | -0.44% | |
| Royal Bank Of Canada | 0.00% | 191,064 | $4,385,000 | $4,308,493 | -$76,507 | -1.74% | |
| Ep Wealth Advisors, Llc | 0.02% | 184,658 | $4,237,901 | $4,164,038 | -$73,863 | -1.74% | |
| Scissortail Wealth Management, Llc | 0.80% | 172,807 | $3,965,919 | $3,896,798 | -$69,121 | -1.74% | |
| Evexia Wealth Llc | 1.03% | 163,565 | $3,740,737 | $3,688,391 | -$52,346 | -1.40% | |
| Krilogy Financial Llc | 0.11% | 164,498 | $3,725,885 | $3,709,430 | -$16,455 | -0.44% | |
| Sequoia Financial Advisors | 0.02% | 159,854 | $3,620,694 | $3,604,708 | -$15,986 | -0.44% | |
| Lido Advisors, Llc | 0.01% | 150,197 | $3,447,047 | $3,386,942 | -$60,105 | -1.74% | |
| Walser Wealth Management Company, A Ltd Liability Co | 1.25% | 132,422 | $2,999,367 | $2,986,116 | -$13,251 | -0.44% | |
| Private Advisor Group, Llc | 0.01% | 129,436 | $2,931,725 | $2,918,782 | -$12,943 | -0.44% | |
| Ascentis Independent Advisors | 0.22% | 126,633 | $2,906,227 | $2,855,574 | -$50,653 | -1.74% | |
| Straight Path Wealth Management | 0.66% | 124,858 | $2,828,032 | $2,815,548 | -$12,484 | -0.44% | |
| Arrow Financial Corp | 0.25% | 124,293 | $2,815,244 | $2,802,807 | -$12,437 | -0.44% | |
| Jane Street Group, Llc | 0.00% | 120,645 | $2,768,803 | $2,720,545 | -$48,258 | -1.74% | |
| Parallel Advisors, Llc | 0.05% | 117,141 | $2,688,386 | $2,641,530 | -$46,856 | -1.74% | |
| World Investment Advisors | 0.04% | 108,595 | $2,492,257 | $2,448,817 | -$43,440 | -1.74% | |
| Commonwealth Equity Services, Llc | 0.00% | 106,778 | $2,418,516 | $2,407,844 | -$10,672 | -0.44% | |
| Foundations Investment Advisors, Llc | 0.03% | 102,226 | $2,346,091 | $2,305,196 | -$40,895 | -1.74% | |
| Private Client Services, Llc | 0.61% | 102,734 | $2,326,925 | $2,316,652 | -$10,273 | -0.44% | |
| Eight 31 Financial, Llc | 1.39% | 100,477 | $2,305,948 | $2,265,756 | -$40,192 | -1.74% | |
| Cornerstone Wealth Management, Llc | 0.09% | 95,165 | $2,155,498 | $2,145,971 | -$9,527 | -0.44% | |
| Commonwealth Financial Services, Llc | 0.28% | 91,649 | $2,075,848 | $2,066,685 | -$9,163 | -0.44% | |
| Osaic Holdings, Inc. | 0.00% | 89,463 | $2,053,312 | $2,017,391 | -$35,921 | -1.75% |
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.