ISHARES IBONDS 2028 TM HY IN (IBHH) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS 2028 TM HY IN (IBHH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, Rialto Wealth Management, Llc, and Baltimore-Washington Financial Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +65,715 | +45.4% | 210,424 | $4.94M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +4,084 | +2.0% | 209,554 | $4.92M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -82,921 | -14.3% | 497,631 | $11.68M | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +49,187 | +4.1% | 1,250,806 | $29.36M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +30,015 | — | 30,015 | $704.45K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +24,367 | — | 24,367 | $571.90K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -12,646 | -39.7% | 19,193 | $450.47K | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +9,390 | — | 9,390 | $220.00K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +9,057 | +3.6% | 258,005 | $6.05M | Q1 2026 | May 15, 2026 |
| Headinvest, Llc | Sell | -8,300 | -29.3% | 20,025 | $469.99K | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Sell | -2,863 | -17.1% | 13,909 | $326.44K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +2,860 | — | 2,860 | $67.10K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +2,425 | +15.7% | 17,907 | $420.28K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,037 | -3.4% | 57,328 | $1.35M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,727 | +9.1% | 20,771 | $487.50K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -1,594 | -5.7% | 26,486 | $621.73K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +912 | — | 912 | $21.40K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +100 | — | 100 | $2.35K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +61,758 | +33.3% | 247,148 | $5.80M | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, Llc | Buy | +55,594 | +108.3% | 106,936 | $2.51M | Q1 2026 | May 14, 2026 |
| Lbmc Investment Advisors, Llc | Buy | +28,131 | +1.6% | 1,741,128 | $40.86M | Q1 2026 | May 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -24,766 | -2.8% | 849,341 | $19.93M | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Buy | +11,250 | — | 11,250 | $264.04K | Q1 2026 | May 14, 2026 |
| Tableaux Llc | Buy | +4,047 | +44.2% | 13,211 | $310.06K | Q1 2026 | May 14, 2026 |
| Hazlett, Burt & Watson, Inc. | Buy | +8 | +1.1% | 760 | $18.00K | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +7 | +0.1% | 8,804 | $206.65K | Q1 2026 | May 14, 2026 |
| Boreal Capital Management Llc | Buy | +1 | — | 1 | $220.62K | Q1 2026 | May 14, 2026 |
| Blackrock, Inc. | Buy | +16,860 | +33.3% | 67,441 | $1.58M | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, Llc | Sell | -5,505 | -26.9% | 14,923 | $350.24K | Q1 2026 | May 13, 2026 |
| Lido Advisors, Llc | Sell | -4,661 | -9.0% | 47,104 | $1.11M | Q1 2026 | May 13, 2026 |
Frequently asked questions about IBHH activity
Which institutional owners are buying IBHH?
Institutional owners buying IBHH 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 IBHH activity?
"Buy" means an investor increased their reported position in IBHH compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS 2028 TM HY IN (IBHH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBHH increasing?
Institutional interest in IBHH 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.