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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Walser Wealth Management Company, A Ltd Liability Co | Buy | +18,555 | — | 18,555 | $414.15K | Q4 2025 | Feb 23, 2026 |
| Raymond James Financial Inc | Buy | +276,642 | — | 276,642 | $6.17M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +152,907 | — | 152,907 | $3.41M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +44,068 | — | 44,068 | $983.60K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +39,324 | — | 39,324 | $877.71K | Q4 2025 | Feb 18, 2026 |
| Kastel Capital Advisors, Llc | Buy | +24,762 | — | 24,762 | $552.68K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +697,958 | — | 697,958 | $15.58M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +313,660 | — | 313,660 | $7.00M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +260,528 | — | 260,528 | $5.81M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +251,674 | — | 251,674 | $5.62M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +249,368 | — | 249,368 | $5.57M | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, Llc | Buy | +187,650 | — | 187,650 | $4.19M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +81,490 | — | 81,490 | $1.82M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +32,187 | — | 32,187 | $718.42K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +23,168 | — | 23,168 | $517.12K | Q4 2025 | Feb 17, 2026 |
| River'S Edge Wealth Management, Llc | Buy | +19,310 | — | 19,310 | $428.88K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +16,470 | — | 16,470 | $367.61K | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +10,349 | — | 10,349 | $230.99K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +5,230 | — | 5,230 | $116.68K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +74 | — | 74 | $1.66K | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +821,952 | — | 821,952 | $18.35M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +192,290 | — | 192,290 | $4.29M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +72,105 | — | 72,105 | $1.61M | Q4 2025 | Feb 13, 2026 |
| Focused Alpha, Llc | Buy | +40,141 | — | 40,141 | $895.95K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +15,754 | — | 15,754 | $351.63K | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +15,693 | — | 15,693 | $350.27K | Q4 2025 | Feb 13, 2026 |
| Skyview Investment Advisors, Llc | Sell | -15,321 | -100.0% | 0 | $0.00 | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +13,378 | — | 13,378 | $298.60K | Q4 2025 | Feb 13, 2026 |
| Level Four Advisory Services, Llc | Buy | +9,185 | — | 9,185 | $205.02K | Q4 2025 | Feb 13, 2026 |
| Tableaux Llc | Buy | +9,092 | — | 9,092 | $202.95K | Q4 2025 | Feb 13, 2026 |
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.