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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+65,715+45.4%210,424$4.94MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+4,084+2.0%209,554$4.92MQ1 2026May 18, 2026
Morgan StanleySell-82,921-14.3%497,631$11.68MQ1 2026May 15, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+49,187+4.1%1,250,806$29.36MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+30,015—30,015$704.45KQ1 2026May 15, 2026
Cerity Partners LlcBuy+24,367—24,367$571.90KQ1 2026May 15, 2026
Mercer Global Advisors IncSell-12,646-39.7%19,193$450.47KQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+9,390—9,390$220.00KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+9,057+3.6%258,005$6.05MQ1 2026May 15, 2026
Headinvest, LlcSell-8,300-29.3%20,025$469.99KQ1 2026May 15, 2026
Old Mission Capital LlcSell-2,863-17.1%13,909$326.44KQ1 2026May 15, 2026
National Bank Of CanadaBuy+2,860—2,860$67.10KQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+2,425+15.7%17,907$420.28KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcSell-2,037-3.4%57,328$1.35MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+1,727+9.1%20,771$487.50KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-1,594-5.7%26,486$621.73KQ1 2026May 15, 2026
Fmr LlcBuy+912—912$21.40KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+100—100$2.35KQ1 2026May 15, 2026
Raymond James Financial IncBuy+61,758+33.3%247,148$5.80MQ1 2026May 14, 2026
Rialto Wealth Management, LlcBuy+55,594+108.3%106,936$2.51MQ1 2026May 14, 2026
Lbmc Investment Advisors, LlcBuy+28,131+1.6%1,741,128$40.86MQ1 2026May 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-24,766-2.8%849,341$19.93MQ1 2026May 14, 2026
Baird Financial Group, Inc.Buy+11,250—11,250$264.04KQ1 2026May 14, 2026
Tableaux LlcBuy+4,047+44.2%13,211$310.06KQ1 2026May 14, 2026
Hazlett, Burt & Watson, Inc.Buy+8+1.1%760$18.00KQ1 2026May 14, 2026
Level Four Advisory Services, LlcBuy+7+0.1%8,804$206.65KQ1 2026May 14, 2026
Boreal Capital Management LlcBuy+1—1$220.62KQ1 2026May 14, 2026
Blackrock, Inc.Buy+16,860+33.3%67,441$1.58MQ1 2026May 13, 2026
Freestone Capital Holdings, LlcSell-5,505-26.9%14,923$350.24KQ1 2026May 13, 2026
Lido Advisors, LlcSell-4,661-9.0%47,104$1.11MQ1 2026May 13, 2026
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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.