ISHARES IBONDS 2028 TM HY IN (IBHH) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $291.25M 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 $40.86M 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 $40.82M, representing an estimated loss of -0.12% 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
101
Total Reported Value
$291.25M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$40.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
106
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 | 2.49% | 1,741,128 | $40,864,268 | $40,815,523 | -$48,745 | -0.12% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.27% | 1,250,806 | $29,356,411 | $29,321,394 | -$35,017 | -0.12% | |
| Lpl Financial Llc | 0.01% | 1,099,230 | $25,798,926 | $25,768,150 | -$30,776 | -0.12% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 887,329 | $20,825,623 | $20,800,766 | -$24,857 | -0.12% | |
| Threadgill Financial, Llc | 5.92% | 868,688 | $20,388,115 | $20,363,784 | -$24,331 | -0.12% | |
| Federation Des Caisses Desjardins Du Quebec | 0.07% | 849,341 | $19,925,540 | $19,910,252 | -$15,288 | -0.08% | |
| Morgan Stanley | 0.00% | 497,631 | $11,679,406 | $11,665,466 | -$13,940 | -0.12% | |
| Ironwood Financial, Llc | 1.50% | 365,319 | $8,574,047 | $8,563,808 | -$10,239 | -0.12% | |
| Commonwealth Financial Services, Llc | 1.34% | 360,859 | $8,469,357 | $8,459,257 | -$10,100 | -0.12% | |
| Hightower Advisors, Llc | 0.01% | 360,449 | $8,459,738 | $8,449,645 | -$10,093 | -0.12% | |
| Mutual Advisors, Llc | 0.17% | 333,037 | $7,816,372 | $7,807,053 | -$9,319 | -0.12% | |
| Royal Bank Of Canada | 0.00% | 258,005 | $6,055,000 | $6,048,153 | -$6,847 | -0.11% | |
| Raymond James Financial Inc | 0.00% | 247,148 | $5,800,554 | $5,793,643 | -$6,911 | -0.12% | |
| Chicago Partners Investment Group Llc | 0.11% | 212,985 | $5,030,713 | $4,992,794 | -$37,919 | -0.75% | |
| Littlejohn Financial Services, Inc. | 3.75% | 212,662 | $4,991,172 | $4,985,223 | -$5,949 | -0.12% | |
| Wells Fargo & Company/Mn | 0.00% | 210,424 | $4,938,651 | $4,932,759 | -$5,892 | -0.12% | |
| Bank Of America Corp | 0.00% | 209,554 | $4,918,223 | $4,912,365 | -$5,858 | -0.12% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 167,594 | $3,933,440 | $3,928,739 | -$4,701 | -0.12% | |
| Mid-American Wealth Advisory Group, Inc. | 1.57% | 157,003 | $3,717,051 | $3,680,464 | -$36,587 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.01% | 154,511 | $3,626,376 | $3,622,047 | -$4,329 | -0.12% | |
| Cetera Investment Advisers | 0.00% | 151,669 | $3,559,672 | $3,555,425 | -$4,247 | -0.12% | |
| Straight Path Wealth Management | 0.80% | 128,120 | $3,006,988 | $3,003,389 | -$3,599 | -0.12% | |
| Keeler Thomas Management Llc | 1.25% | 125,767 | $2,951,744 | $2,948,230 | -$3,514 | -0.12% | |
| Robertson Stephens Wealth Management, Llc | 0.08% | 123,680 | $2,902,779 | $2,899,307 | -$3,472 | -0.12% | |
| Rialto Wealth Management, Llc | 0.56% | 106,936 | $2,509,788 | $2,506,794 | -$2,994 | -0.12% | |
| Penobscot Investment Management Company, Inc. | 0.13% | 71,760 | $1,684,207 | $1,682,198 | -$2,009 | -0.12% | |
| Kestra Private Wealth Services, Llc | 0.02% | 70,450 | $1,653,452 | $1,651,489 | -$1,963 | -0.12% | |
| Jane Street Group, Llc | 0.00% | 68,579 | $1,609,549 | $1,607,629 | -$1,920 | -0.12% | |
| Blackrock, Inc. | 0.00% | 67,441 | $1,582,840 | $1,580,952 | -$1,888 | -0.12% | |
| Ubs Group Ag | 0.00% | 59,356 | $1,393,085 | $1,391,423 | -$1,662 | -0.12% | |
| Integrated Wealth Concepts Llc | 0.01% | 57,328 | $1,345,484 | $1,343,883 | -$1,601 | -0.12% | |
| Lido Advisors, Llc | 0.00% | 47,104 | $1,105,538 | $1,104,212 | -$1,326 | -0.12% | |
| Focused Alpha, Llc | 0.30% | 41,498 | $973,957 | $972,796 | -$1,161 | -0.12% | |
| Wrapmanager Inc | 0.28% | 34,901 | $819,126 | $818,149 | -$977 | -0.12% | |
| Rebalance, Llc | 0.05% | 33,983 | $797,582 | $796,629 | -$953 | -0.12% | |
| Heartland Bank & Trust Co | 0.16% | 30,711 | $720,787 | $719,927 | -$860 | -0.12% | |
| Citadel Advisors Llc | 0.00% | 30,015 | $704,452 | $703,612 | -$840 | -0.12% | |
| Osaic Holdings, Inc. | 0.00% | 26,486 | $621,725 | $620,885 | -$840 | -0.14% | |
| Cerity Partners Llc | 0.00% | 24,367 | $571,900 | $571,211 | -$689 | -0.12% | |
| Guidance Point Advisors, Llc | 0.13% | 24,183 | $567,730 | $566,898 | -$832 | -0.15% | |
| Rothschild Wealth Llc | 0.05% | 24,061 | $564,712 | $564,038 | -$674 | -0.12% | |
| Stifel Financial Corp | 0.00% | 23,913 | $561,239 | $560,569 | -$670 | -0.12% | |
| Kastel Capital Advisors, Llc | 0.34% | 23,556 | $557,688 | $552,200 | -$5,488 | -0.98% | |
| Great Valley Advisor Group, Inc. | 0.01% | 23,021 | $540,294 | $539,658 | -$636 | -0.12% | |
| Aspen Wealth Management Llc | 0.10% | 21,543 | $505,614 | $505,011 | -$603 | -0.12% | |
| Klaas Financial Asset Advisors, Llc | 0.07% | 21,329 | $500,592 | $499,994 | -$598 | -0.12% | |
| High Note Wealth, Llc | 0.10% | 21,325 | $500,498 | $499,901 | -$597 | -0.12% | |
| Beacon Pointe Advisors, Llc | 0.00% | 20,771 | $487,495 | $486,914 | -$581 | -0.12% | |
| First Western Trust Bank | 0.02% | 20,734 | $486,627 | $486,046 | -$581 | -0.12% | |
| Ifp Advisors, Inc | 0.01% | 20,561 | $482,567 | $481,991 | -$576 | -0.12% |
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.