ISHARES IBONDS 2027 HY INC (IBHG) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS 2027 HY INC (IBHG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Osaic Holdings, Inc., Old Mission Capital Llc, Raymond James Financial Inc, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Walser Wealth Management Company, A Ltd Liability CoBuy+18,555—18,555$414.15KQ4 2025Feb 23, 2026
Raymond James Financial IncBuy+276,642—276,642$6.17MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+152,907—152,907$3.41MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+44,068—44,068$983.60KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+39,324—39,324$877.71KQ4 2025Feb 18, 2026
Kastel Capital Advisors, LlcBuy+24,762—24,762$552.68KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+697,958—697,958$15.58MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+313,660—313,660$7.00MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+260,528—260,528$5.81MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+251,674—251,674$5.62MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+249,368—249,368$5.57MQ4 2025Feb 17, 2026
Hurley Capital, LlcBuy+187,650—187,650$4.19MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+81,490—81,490$1.82MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+32,187—32,187$718.42KQ4 2025Feb 17, 2026
Creative PlanningBuy+23,168—23,168$517.12KQ4 2025Feb 17, 2026
River'S Edge Wealth Management, LlcBuy+19,310—19,310$428.88KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+16,470—16,470$367.61KQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+10,349—10,349$230.99KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+5,230—5,230$116.68KQ4 2025Feb 17, 2026
Fmr LlcBuy+74—74$1.66KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+821,952—821,952$18.35MQ4 2025Feb 13, 2026
Morgan StanleyBuy+192,290—192,290$4.29MQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+72,105—72,105$1.61MQ4 2025Feb 13, 2026
Focused Alpha, LlcBuy+40,141—40,141$895.95KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+15,754—15,754$351.63KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+15,693—15,693$350.27KQ4 2025Feb 13, 2026
Skyview Investment Advisors, LlcSell-15,321-100.0%0$0.00Q4 2025Feb 13, 2026
Focus Partners WealthBuy+13,378—13,378$298.60KQ4 2025Feb 13, 2026
Level Four Advisory Services, LlcBuy+9,185—9,185$205.02KQ4 2025Feb 13, 2026
Tableaux LlcBuy+9,092—9,092$202.95KQ4 2025Feb 13, 2026
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Frequently asked questions about IBHG activity

  • Which institutional owners are buying IBHG?

    Institutional owners buying IBHG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBHG activity?

    "Buy" means an investor increased their reported position in IBHG compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS 2027 HY INC (IBHG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBHG increasing?

    Institutional interest in IBHG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

IBHG Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet