ISHARES IBONDS 2027 HY INC (IBHG) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $260.43M 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 $35.58M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IBHG value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Lpl Financial Llc, Threadgill 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
127
Total Reported Value
$260.43M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$35.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
134
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 | $35,581,762 | -$193,987 | -0.54% | |
| Lpl Financial Llc | 0.01% | 1,143,106 | $25,296,923 | $25,159,763 | -$137,160 | -0.54% | |
| Threadgill Financial, Llc | 6.19% | 962,629 | $21,302,987 | $21,187,464 | -$115,523 | -0.54% | |
| Federation Des Caisses Desjardins Du Quebec | 0.07% | 893,063 | $19,763,484 | $19,656,317 | -$107,167 | -0.54% | |
| Wells Fargo & Company/Mn | 0.00% | 799,691 | $17,697,166 | $17,601,199 | -$95,967 | -0.54% | |
| Bank Of New York Mellon Corp | 0.00% | 400,710 | $8,867,715 | $8,819,627 | -$48,088 | -0.54% | |
| Hightower Advisors, Llc | 0.01% | 397,414 | $8,794,743 | $8,747,082 | -$47,661 | -0.54% | |
| Commonwealth Financial Services, Llc | 1.36% | 388,086 | $8,588,340 | $8,541,773 | -$46,567 | -0.54% | |
| Ubs Group Ag | 0.00% | 334,890 | $7,411,116 | $7,370,929 | -$40,187 | -0.54% | |
| Raymond James Financial Inc | 0.00% | 325,363 | $7,200,289 | $7,161,240 | -$39,049 | -0.54% | |
| Cetera Investment Advisers | 0.01% | 263,300 | $5,826,840 | $5,795,233 | -$31,607 | -0.54% | |
| Bank Of America Corp | 0.00% | 248,889 | $5,507,922 | $5,478,047 | -$29,875 | -0.54% | |
| J.W. Cole Advisors, Inc. | 0.17% | 222,613 | $4,926,418 | $4,899,712 | -$26,706 | -0.54% | |
| Morgan Stanley | 0.00% | 217,172 | $4,806,033 | $4,779,956 | -$26,077 | -0.54% | |
| Mid-American Wealth Advisory Group, Inc. | 1.97% | 208,868 | $4,661,945 | $4,597,185 | -$64,760 | -1.39% | |
| Ironwood Financial, Llc | 0.64% | 165,529 | $3,663,147 | $3,643,293 | -$19,854 | -0.54% | |
| Old Mission Capital Llc | 0.07% | 136,304 | $3,016,407 | $3,000,051 | -$16,356 | -0.54% | |
| Kestra Private Wealth Services, Llc | 0.04% | 135,973 | $3,009,076 | $2,992,766 | -$16,310 | -0.54% | |
| Keeler Thomas Management Llc | 1.25% | 133,662 | $2,957,938 | $2,941,901 | -$16,037 | -0.54% | |
| Straight Path Wealth Management | 0.75% | 127,576 | $2,823,268 | $2,807,948 | -$15,320 | -0.54% | |
| Carr Financial Group Corp | 0.70% | 119,847 | $2,652,225 | $2,637,832 | -$14,393 | -0.54% | |
| Evexia Wealth Llc | 0.71% | 116,882 | $2,585,783 | $2,572,573 | -$13,210 | -0.51% | |
| Eight 31 Financial, Llc | 1.39% | 104,342 | $2,309,089 | $2,296,567 | -$12,522 | -0.54% | |
| Royal Bank Of Canada | 0.00% | 92,068 | $2,038,000 | $2,026,417 | -$11,583 | -0.57% | |
| Penobscot Investment Management Company, Inc. | 0.15% | 89,425 | $1,978,975 | $1,968,244 | -$10,731 | -0.54% | |
| Lido Advisors, Llc | 0.01% | 83,009 | $1,837,005 | $1,827,028 | -$9,977 | -0.54% | |
| Advisory Services Network, Llc | 0.02% | 77,912 | $1,724,200 | $1,714,843 | -$9,357 | -0.54% | |
| Integrated Wealth Concepts Llc | 0.01% | 73,137 | $1,618,512 | $1,609,745 | -$8,767 | -0.54% | |
| Blackrock, Inc. | 0.00% | 70,995 | $1,571,119 | $1,562,600 | -$8,519 | -0.54% | |
| Centennial Advisors, Llc | 1.55% | 54,927 | $1,215,532 | $1,208,943 | -$6,589 | -0.54% | |
| Bridgeport Financial Solutions, Llc | 0.34% | 54,580 | $1,207,855 | $1,201,306 | -$6,549 | -0.54% | |
| Foundations Investment Advisors, Llc | 0.01% | 54,452 | $1,205,031 | $1,198,489 | -$6,542 | -0.54% | |
| Ifp Advisors, Inc | 0.02% | 54,131 | $1,197,919 | $1,191,423 | -$6,496 | -0.54% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.50% | 49,838 | $1,102,913 | $1,096,934 | -$5,979 | -0.54% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 49,748 | $1,100,923 | $1,094,953 | -$5,970 | -0.54% | |
| Ep Wealth Advisors, Llc | 0.00% | 45,390 | $1,004,481 | $999,034 | -$5,447 | -0.54% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 44,931 | $994,343 | $988,931 | -$5,412 | -0.54% | |
| Parallel Advisors, Llc | 0.02% | 42,725 | $945,504 | $940,377 | -$5,127 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,429 | $938,957 | $933,862 | -$5,095 | -0.54% | |
| Focused Alpha, Llc | 0.28% | 41,617 | $920,987 | $915,990 | -$4,997 | -0.54% | |
| Ae Wealth Management Llc | 0.00% | 41,078 | $909,045 | $904,127 | -$4,918 | -0.54% | |
| Tempus Wealth Planning, Llc | 0.20% | 39,772 | $880,160 | $875,382 | -$4,778 | -0.54% | |
| Cowa, Llc | 0.23% | 39,195 | $867,386 | $862,682 | -$4,704 | -0.54% | |
| Wrapmanager Inc | 0.29% | 37,158 | $822,307 | $817,848 | -$4,459 | -0.54% | |
| Rebalance, Llc | 0.05% | 36,421 | $805,992 | $801,626 | -$4,366 | -0.54% | |
| Heartland Bank & Trust Co | 0.18% | 35,631 | $788,514 | $784,238 | -$4,276 | -0.54% | |
| Private Advisor Group, Llc | 0.00% | 34,489 | $763,243 | $759,103 | -$4,140 | -0.54% | |
| Bip Wealth, Llc | 0.03% | 34,139 | $755,499 | $751,399 | -$4,100 | -0.54% | |
| Jane Street Group, Llc | 0.00% | 32,666 | $722,899 | $718,979 | -$3,920 | -0.54% | |
| Cerity Partners Llc | 0.00% | 31,797 | $703,669 | $699,852 | -$3,817 | -0.54% |
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.