ISHARES IBONDS 2028 TM HY IN (IBHH) Institutional Shareholders
ISHARES IBONDS 2028 TM HY IN (IBHH) 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 $265.27M in IBHH holdings during the latest filing period.
Lbmc Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBHH tracked by InsiderSet, reporting ownership valued at approximately $45.53M 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 $45.16M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed IBHH value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Baltimore-Washington Financial Advisors, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 2028 TM HY IN (IBHH).
This page ranks the largest institutional IBHH 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
103
Total Reported Value
$265.27M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$45.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lbmc Investment Advisors, Llc | 2.47% | 1,937,560 | $45,532,670 | $45,164,524 | -$368,146 | -0.81% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | 1,303,117 | $30,623,260 | $30,375,657 | -$247,603 | -0.81% | |
| Lpl Financial Llc | 0.01% | 1,134,511 | $26,661,012 | $26,445,451 | -$215,561 | -0.81% | |
| Newedge Advisors, Llc | 0.06% | 795,441 | $18,692,913 | $18,541,730 | -$151,183 | -0.81% | |
| Federation Des Caisses Desjardins Du Quebec | 0.05% | 744,080 | $17,456,117 | $17,344,505 | -$111,612 | -0.64% | |
| Ironwood Financial, Llc | 1.52% | 417,145 | $9,740,335 | $9,723,650 | -$16,685 | -0.17% | |
| Mutual Advisors, Llc | 0.16% | 368,107 | $8,650,513 | $8,580,574 | -$69,939 | -0.81% | |
| Morgan Stanley | 0.00% | 343,199 | $8,065,199 | $7,999,969 | -$65,230 | -0.81% | |
| Raymond James Financial Inc | 0.00% | 301,611 | $7,087,859 | $7,030,552 | -$57,307 | -0.81% | |
| Royal Bank Of Canada | 0.00% | 273,256 | $6,421,000 | $6,369,597 | -$51,403 | -0.80% | |
| Bank Of America Corp | 0.00% | 235,126 | $5,525,462 | $5,480,787 | -$44,675 | -0.81% | |
| Littlejohn Financial Services, Inc. | 3.68% | 215,473 | $5,063,615 | $5,022,676 | -$40,939 | -0.81% | |
| Wells Fargo & Company/Mn | 0.00% | 197,388 | $4,638,618 | $4,601,114 | -$37,504 | -0.81% | |
| Blackrock, Inc. | 0.00% | 184,269 | $4,330,322 | $4,295,310 | -$35,012 | -0.81% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 169,117 | $3,974,272 | $3,942,117 | -$32,155 | -0.81% | |
| Cetera Investment Advisers | 0.00% | 144,101 | $3,386,342 | $3,358,994 | -$27,348 | -0.81% | |
| Straight Path Wealth Management | 0.75% | 136,499 | $3,207,731 | $3,181,792 | -$25,939 | -0.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 132,524 | $3,114,305 | $3,089,134 | -$25,171 | -0.81% | |
| Kestra Private Wealth Services, Llc | 0.03% | 127,342 | $2,992,528 | $2,968,342 | -$24,186 | -0.81% | |
| Old Mission Capital Llc | 0.07% | 114,177 | $2,683,159 | $2,661,466 | -$21,693 | -0.81% | |
| Robertson Stephens Wealth Management, Llc | 0.06% | 107,460 | $2,525,317 | $2,504,893 | -$20,424 | -0.81% | |
| Rialto Wealth Management, Llc | 0.50% | 106,761 | $2,508,884 | $2,488,599 | -$20,285 | -0.81% | |
| Commonwealth Financial Services, Llc | 0.33% | 106,081 | $2,492,913 | $2,472,748 | -$20,165 | -0.81% | |
| Jane Street Group, Llc | 0.00% | 99,582 | $2,340,177 | $2,321,256 | -$18,921 | -0.81% | |
| Penobscot Investment Management Company, Inc. | 0.16% | 98,060 | $2,304,410 | $2,285,779 | -$18,631 | -0.81% | |
| First Western Trust Bank | 0.08% | 70,959 | $1,667,537 | $1,654,054 | -$13,483 | -0.81% | |
| Ubs Group Ag | 0.00% | 64,822 | $1,523,317 | $1,511,001 | -$12,316 | -0.81% | |
| Talisman Wealth Advisors Llc | 1.10% | 21,786 | $1,481,674 | $507,832 | -$973,842 | -65.73% | |
| Keeler Thomas Management Llc | 0.52% | 62,811 | $1,476,055 | $1,464,124 | -$11,931 | -0.81% | |
| Integrated Wealth Concepts Llc | 0.01% | 62,464 | $1,467,905 | $1,456,036 | -$11,869 | -0.81% | |
| Action Point Financial Planning, Llc | 0.13% | 52,791 | $1,240,612 | $1,230,558 | -$10,054 | -0.81% | |
| Osaic Holdings, Inc. | 0.00% | 47,608 | $1,118,954 | $1,109,742 | -$9,212 | -0.82% | |
| Focused Alpha, Llc | 0.28% | 46,879 | $1,101,646 | $1,092,749 | -$8,897 | -0.81% | |
| Thrivent Financial For Lutherans | 0.00% | 42,261 | $993,000 | $985,104 | -$7,896 | -0.80% | |
| Lido Advisors, Llc | 0.00% | 40,725 | $957,060 | $949,300 | -$7,760 | -0.81% | |
| High Note Wealth, Llc | 0.16% | 39,163 | $920,331 | $912,890 | -$7,441 | -0.81% | |
| Parallel Advisors, Llc | 0.01% | 38,842 | $912,787 | $905,407 | -$7,380 | -0.81% | |
| Aspen Wealth Management Llc | 0.15% | 37,415 | $879,256 | $872,144 | -$7,112 | -0.81% | |
| Guidance Point Advisors, Llc | 0.18% | 35,701 | $839,346 | $832,190 | -$7,156 | -0.85% | |
| Heartland Bank & Trust Co | 0.17% | 35,146 | $825,931 | $819,253 | -$6,678 | -0.81% | |
| Rebalance, Llc | 0.04% | 34,497 | $810,680 | $804,125 | -$6,555 | -0.81% | |
| Foundations Investment Advisors, Llc | 0.01% | 31,599 | $742,568 | $736,573 | -$5,995 | -0.81% | |
| Wrapmanager Inc | 0.23% | 31,220 | $733,670 | $727,738 | -$5,932 | -0.81% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.27% | 27,204 | $639,291 | $634,125 | -$5,166 | -0.81% | |
| Stifel Financial Corp | 0.00% | 27,069 | $636,123 | $630,978 | -$5,145 | -0.81% | |
| Beacon Pointe Advisors, Llc | 0.00% | 25,401 | $596,914 | $592,097 | -$4,817 | -0.81% | |
| Beese Fulmer Investment Management, Inc. | 0.03% | 24,071 | $565,670 | $561,095 | -$4,575 | -0.81% | |
| Kastel Capital Advisors, Llc | 0.35% | 23,669 | $555,502 | $551,724 | -$3,778 | -0.68% | |
| Great Valley Advisor Group, Inc. | 0.01% | 23,381 | $549,454 | $545,011 | -$4,443 | -0.81% | |
| Cerity Partners Llc | 0.00% | 22,264 | $523,207 | $518,974 | -$4,233 | -0.81% |
Frequently asked questions about IBHH
Who owns the most IBHH stock?
The largest holders of IBHH 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 2028 TM HY IN (IBHH).
Is IBHH widely held by superinvestors?
Many widely followed stocks like IBHH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHH 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.