ISHARES IBONDS 2027 HY INC (IBHG) Institutional Shareholders
ISHARES IBONDS 2027 HY INC (IBHG) 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 $277.57M in IBHG holdings during the latest filing period.
Lbmc Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBHG tracked by InsiderSet, reporting ownership valued at approximately $35.78M 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 $35.44M, representing an estimated loss of -0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed IBHG value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Arrow Financial Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 2027 HY INC (IBHG).
This page ranks the largest institutional IBHG 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
128
Total Reported Value
$277.57M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$35.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lbmc Investment Advisors, Llc | 2.18% | 1,616,618 | $35,775,749 | $35,436,267 | -$339,482 | -0.95% | |
| Arrow Financial Corp | 2.95% | 1,491,682 | $32,936,338 | $32,697,669 | -$238,669 | -0.72% | |
| Lpl Financial Llc | 0.01% | 1,143,106 | $25,296,923 | $25,056,884 | -$240,039 | -0.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.07% | 893,063 | $19,763,484 | $19,575,941 | -$187,543 | -0.95% | |
| Wells Fargo & Company/Mn | 0.00% | 799,691 | $17,697,166 | $17,529,227 | -$167,939 | -0.95% | |
| Bank Of New York Mellon Corp | 0.00% | 400,710 | $8,867,715 | $8,783,563 | -$84,152 | -0.95% | |
| Hightower Advisors, Llc | 0.01% | 397,414 | $8,794,743 | $8,711,315 | -$83,428 | -0.95% | |
| Ubs Group Ag | 0.00% | 334,890 | $7,411,116 | $7,340,789 | -$70,327 | -0.95% | |
| Raymond James Financial Inc | 0.00% | 325,363 | $7,200,289 | $7,131,957 | -$68,332 | -0.95% | |
| Cetera Investment Advisers | 0.01% | 263,300 | $5,826,840 | $5,771,536 | -$55,304 | -0.95% | |
| Bank Of America Corp | 0.00% | 248,889 | $5,507,922 | $5,455,647 | -$52,275 | -0.95% | |
| Morgan Stanley | 0.00% | 217,172 | $4,806,033 | $4,760,410 | -$45,623 | -0.95% | |
| J.W. Cole Advisors, Inc. | 0.08% | 213,562 | $4,715,449 | $4,681,279 | -$34,170 | -0.72% | |
| Concurrent Investment Advisors, Llc | 0.04% | 203,427 | $4,491,668 | $4,459,120 | -$32,548 | -0.72% | |
| Ironwood Financial, Llc | 0.69% | 199,317 | $4,376,009 | $4,369,029 | -$6,980 | -0.16% | |
| Kestra Private Wealth Services, Llc | 0.05% | 196,004 | $4,327,759 | $4,296,408 | -$31,351 | -0.72% | |
| Mid-American Wealth Advisory Group, Inc. | 1.56% | 195,817 | $4,323,637 | $4,292,309 | -$31,328 | -0.72% | |
| Old Mission Capital Llc | 0.07% | 136,304 | $3,016,407 | $2,987,784 | -$28,623 | -0.95% | |
| Straight Path Wealth Management | 0.70% | 135,333 | $2,988,161 | $2,966,499 | -$21,662 | -0.72% | |
| Commonwealth Financial Services, Llc | 0.36% | 120,403 | $2,658,508 | $2,639,234 | -$19,274 | -0.73% | |
| Carr Financial Group Corp | 0.70% | 119,847 | $2,652,225 | $2,627,046 | -$25,179 | -0.95% | |
| Evexia Wealth Llc | 0.71% | 116,882 | $2,585,783 | $2,562,053 | -$23,730 | -0.92% | |
| Penobscot Investment Management Company, Inc. | 0.17% | 113,275 | $2,501,112 | $2,482,988 | -$18,124 | -0.72% | |
| Eight 31 Financial, Llc | 1.39% | 104,342 | $2,309,089 | $2,287,177 | -$21,912 | -0.95% | |
| Private Advisor Group, Llc | 0.01% | 99,809 | $2,203,769 | $2,187,813 | -$15,956 | -0.72% | |
| Royal Bank Of Canada | 0.00% | 92,068 | $2,038,000 | $2,018,131 | -$19,869 | -0.97% | |
| Lido Advisors, Llc | 0.01% | 83,009 | $1,837,005 | $1,819,557 | -$17,448 | -0.95% | |
| Advisory Services Network, Llc | 0.02% | 77,912 | $1,724,200 | $1,707,831 | -$16,369 | -0.95% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.69% | 75,618 | $1,669,648 | $1,657,547 | -$12,101 | -0.72% | |
| Integrated Wealth Concepts Llc | 0.01% | 73,137 | $1,618,512 | $1,603,163 | -$15,349 | -0.95% | |
| Blackrock, Inc. | 0.00% | 70,995 | $1,571,119 | $1,556,210 | -$14,909 | -0.95% | |
| Keeler Thomas Management Llc | 0.53% | 67,454 | $1,489,381 | $1,478,592 | -$10,789 | -0.72% | |
| Centennial Advisors, Llc | 1.61% | 61,291 | $1,353,302 | $1,343,499 | -$9,803 | -0.72% | |
| Bridgeport Financial Solutions, Llc | 0.31% | 54,580 | $1,205,126 | $1,196,394 | -$8,732 | -0.72% | |
| Foundations Investment Advisors, Llc | 0.01% | 54,452 | $1,205,031 | $1,193,588 | -$11,443 | -0.95% | |
| Collaborative Fund Advisors, Llc | 0.68% | 53,208 | $1,174,833 | $1,166,319 | -$8,514 | -0.72% | |
| Ifp Advisors, Inc | 0.02% | 52,874 | $1,167,458 | $1,158,998 | -$8,460 | -0.72% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 49,748 | $1,100,923 | $1,090,476 | -$10,447 | -0.95% | |
| Ep Wealth Advisors, Llc | 0.00% | 45,390 | $1,004,481 | $994,949 | -$9,532 | -0.95% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 44,931 | $994,343 | $984,888 | -$9,455 | -0.95% | |
| High Note Wealth, Llc | 0.17% | 44,173 | $975,340 | $968,272 | -$7,068 | -0.72% | |
| Aspen Wealth Management Llc | 0.16% | 43,678 | $964,416 | $957,422 | -$6,994 | -0.73% | |
| Littlejohn Financial Services, Inc. | 0.69% | 42,898 | $947,188 | $940,324 | -$6,864 | -0.72% | |
| Parallel Advisors, Llc | 0.02% | 42,725 | $945,504 | $936,532 | -$8,972 | -0.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,747 | $921,777 | $915,094 | -$6,683 | -0.72% | |
| Focused Alpha, Llc | 0.28% | 41,617 | $920,987 | $912,245 | -$8,742 | -0.95% | |
| Ae Wealth Management Llc | 0.00% | 41,078 | $909,045 | $900,430 | -$8,615 | -0.95% | |
| Cowa, Llc | 0.23% | 39,195 | $867,386 | $859,154 | -$8,232 | -0.95% | |
| Bedel Financial Consulting, Inc. | 0.08% | 39,002 | $861,157 | $854,924 | -$6,233 | -0.72% | |
| Wrapmanager Inc | 0.29% | 37,158 | $822,307 | $814,503 | -$7,804 | -0.95% |
Frequently asked questions about IBHG
Who owns the most IBHG stock?
The largest holders of IBHG 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 IBONDS 2027 HY INC (IBHG).
Is IBHG widely held by superinvestors?
Many widely followed stocks like IBHG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHG 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.