IBHG Institutional Ownership & Shareholders
ISHARES IBONDS 2027 HY INC (IBHG) is currently held by 137 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $318.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IBHG tracked by InsiderSet, reporting ownership valued at approximately $39.90M 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 $39.16M, representing an estimated loss of -1.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed IBHG value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lbmc Investment Advisors, Llc, Arrow Financial Corp, 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
137
Total Reported Value
$318.27M
Largest Holder
Ubs Group Ag
Largest Position
$39.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,807,096 | $39,900,680 | $39,159,770 | -$740,910 | -1.86% | |
| Lbmc Investment Advisors, Llc | 2.12% | 1,772,416 | $39,134,946 | $38,408,255 | -$726,691 | -1.86% | |
| Arrow Financial Corp | 3.16% | 1,587,518 | $34,576,142 | $34,401,515 | -$174,627 | -0.51% | |
| Lpl Financial Llc | 0.01% | 1,250,152 | $27,603,359 | $27,090,794 | -$512,565 | -1.86% | |
| Wells Fargo & Company/Mn | 0.00% | 810,422 | $17,894,118 | $17,561,845 | -$332,273 | -1.86% | |
| Federation Des Caisses Desjardins Du Quebec | 0.05% | 782,170 | $17,254,670 | $16,949,624 | -$305,046 | -1.77% | |
| Raymond James Financial Inc | 0.00% | 401,755 | $8,870,752 | $8,706,031 | -$164,721 | -1.86% | |
| Morgan Stanley | 0.00% | 281,072 | $6,206,089 | $6,090,830 | -$115,259 | -1.86% | |
| Kestra Private Wealth Services, Llc | 0.06% | 275,380 | $5,997,785 | $5,967,485 | -$30,300 | -0.51% | |
| Bank Of America Corp | 0.00% | 259,328 | $5,725,952 | $5,619,638 | -$106,314 | -1.86% | |
| Cetera Investment Advisers | 0.01% | 254,777 | $5,625,475 | $5,521,018 | -$104,457 | -1.86% | |
| Ironwood Financial, Llc | 0.76% | 224,667 | $4,893,256 | $4,868,534 | -$24,722 | -0.51% | |
| J.W. Cole Advisors, Inc. | 0.08% | 213,562 | $4,715,449 | $4,627,889 | -$87,560 | -1.86% | |
| Concurrent Investment Advisors, Llc | 0.03% | 212,680 | $4,632,175 | $4,608,776 | -$23,399 | -0.51% | |
| Blackrock, Inc. | 0.00% | 196,434 | $4,337,263 | $4,256,725 | -$80,538 | -1.86% | |
| Newedge Advisors, Llc | 0.01% | 185,840 | $4,103,352 | $4,027,153 | -$76,199 | -1.86% | |
| Mid-American Wealth Advisory Group, Inc. | 1.36% | 178,726 | $3,892,662 | $3,872,992 | -$19,670 | -0.51% | |
| Carr Financial Group Corp | 0.77% | 150,853 | $3,330,844 | $3,268,985 | -$61,859 | -1.86% | |
| Straight Path Wealth Management | 0.70% | 144,986 | $3,157,800 | $3,141,847 | -$15,953 | -0.51% | |
| Penobscot Investment Management Company, Inc. | 0.22% | 144,912 | $3,156,183 | $3,140,243 | -$15,940 | -0.51% | |
| Jane Street Group, Llc | 0.00% | 133,778 | $2,953,818 | $2,898,969 | -$54,849 | -1.86% | |
| Parallel Advisors, Llc | 0.03% | 118,512 | $2,581,190 | $2,568,155 | -$13,035 | -0.50% | |
| Eight 31 Financial, Llc | 1.41% | 107,168 | $2,366,270 | $2,322,331 | -$43,939 | -1.86% | |
| Private Advisor Group, Llc | 0.01% | 99,809 | $2,203,769 | $2,162,861 | -$40,908 | -1.86% | |
| Royal Bank Of Canada | 0.00% | 90,363 | $1,995,000 | $1,958,166 | -$36,834 | -1.85% | |
| Brucke Financial, Inc. | 0.82% | 89,372 | $1,946,516 | $1,936,691 | -$9,825 | -0.50% | |
| Old Mission Capital Llc | 0.05% | 86,920 | $1,919,193 | $1,883,556 | -$35,637 | -1.86% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.72% | 82,493 | $1,796,697 | $1,787,623 | -$9,074 | -0.51% | |
| Foundations Investment Advisors, Llc | 0.02% | 80,213 | $1,771,096 | $1,738,216 | -$32,880 | -1.86% | |
| Evexia Wealth Llc | 0.48% | 80,369 | $1,760,882 | $1,741,596 | -$19,286 | -1.10% | |
| Advisory Services Network, Llc | 0.02% | 78,400 | $1,731,063 | $1,698,928 | -$32,135 | -1.86% | |
| Integrated Wealth Concepts Llc | 0.01% | 73,471 | $1,622,238 | $1,592,117 | -$30,121 | -1.86% | |
| Phillips Financial Management, Llc | 0.11% | 66,119 | $1,440,072 | $1,432,799 | -$7,273 | -0.51% | |
| High Note Wealth, Llc | 0.23% | 63,736 | $1,388,170 | $1,381,159 | -$7,011 | -0.51% | |
| Kurv Investment Management Llc | 0.89% | 61,985 | $1,350,033 | $1,343,215 | -$6,818 | -0.51% | |
| Commonwealth Financial Services, Llc | 0.24% | 61,519 | $1,339,882 | $1,333,117 | -$6,765 | -0.50% | |
| Centennial Advisors, Llc | 1.59% | 61,034 | $1,329,312 | $1,322,607 | -$6,705 | -0.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,977 | $1,328,072 | $1,321,372 | -$6,700 | -0.50% | |
| Beese Fulmer Investment Management, Inc. | 0.07% | 58,748 | $1,279,527 | $1,273,069 | -$6,458 | -0.50% | |
| Lido Advisors, Llc | 0.00% | 57,324 | $1,265,715 | $1,242,211 | -$23,504 | -1.86% | |
| Osaic Holdings, Inc. | 0.00% | 55,611 | $1,228,032 | $1,205,090 | -$22,942 | -1.87% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 54,604 | $1,205,663 | $1,183,269 | -$22,394 | -1.86% | |
| Ifp Advisors, Inc | 0.02% | 55,099 | $1,200,056 | $1,193,995 | -$6,061 | -0.51% | |
| Bridgeport Financial Solutions, Llc | 0.28% | 54,580 | $1,188,752 | $1,182,749 | -$6,003 | -0.51% | |
| Focused Alpha, Llc | 0.29% | 53,205 | $1,158,809 | $1,152,952 | -$5,857 | -0.51% | |
| Collaborative Fund Advisors, Llc | 0.57% | 48,941 | $1,065,935 | $1,060,551 | -$5,384 | -0.51% | |
| Action Point Financial Planning, Llc | 0.11% | 46,654 | $1,030,079 | $1,010,992 | -$19,087 | -1.85% | |
| Thrivent Financial For Lutherans | 0.00% | 45,251 | $999,000 | $980,589 | -$18,411 | -1.84% | |
| Aspen Wealth Management Llc | 0.15% | 44,425 | $967,568 | $962,690 | -$4,878 | -0.50% | |
| Littlejohn Financial Services, Inc. | 0.69% | 42,898 | $947,188 | $929,600 | -$17,588 | -1.86% |
Frequently asked questions about IBHG
Who are the largest institutional holders of IBHG?
The largest institutional holders of IBHG reported in the latest SEC Form 13F filings include Ubs Group Ag, Lbmc Investment Advisors, Llc, Arrow Financial Corp, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IBHG position.
What is IBHG institutional ownership?
This page tracks IBHG positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS 2027 HY INC (IBHG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBHG?
InsiderSet currently tracks 137 institutional managers reporting IBHG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBHG shareholders.
How much IBHG stock do institutions own?
Institutional investment managers disclosed approximately $318.27M in IBHG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBHG institutional ownership last updated?
The latest IBHG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBHG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBHG position after the reporting date.
Are institutions buying or selling IBHG?
Institutional buying and selling can be analyzed by comparing IBHG positions across consecutive 13F reporting periods. InsiderSet's IBHG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBHG ownership changes.
How has IBHG institutional ownership changed over time?
InsiderSet tracks IBHG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.