ISHARES IBONDS 2029 TM HY IN (IBHI) Institutional Shareholders
ISHARES IBONDS 2029 TM HY IN (IBHI) 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 $254.78M in IBHI holdings during the latest filing period.
Lbmc Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBHI tracked by InsiderSet, reporting ownership valued at approximately $39.98M 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 $39.59M, representing an estimated loss of -0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed IBHI value among the investors covered in this analysis. Major shareholders include Lbmc Investment Advisors, Llc, Morgan Stanley, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 2029 TM HY IN (IBHI).
This page ranks the largest institutional IBHI 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
92
Total Reported Value
$254.78M
Largest Holder
Lbmc Investment Advisors, Llc
Largest Position
$39.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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 | 2.17% | 1,709,445 | $39,983,908 | $39,590,746 | -$393,162 | -0.98% | |
| Morgan Stanley | 0.00% | 1,556,885 | $36,415,545 | $36,057,457 | -$358,088 | -0.98% | |
| Newedge Advisors, Llc | 0.06% | 907,747 | $21,232,213 | $21,023,421 | -$208,792 | -0.98% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.62% | 710,128 | $16,609,911 | $16,446,564 | -$163,347 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.02% | 515,401 | $12,055,222 | $11,936,687 | -$118,535 | -0.98% | |
| Scissortail Wealth Management, Llc | 2.22% | 494,248 | $11,560,456 | $11,446,784 | -$113,672 | -0.98% | |
| Lpl Financial Llc | 0.00% | 488,748 | $11,431,814 | $11,319,404 | -$112,410 | -0.98% | |
| Bank Of America Corp | 0.00% | 442,891 | $10,359,230 | $10,257,356 | -$101,874 | -0.98% | |
| Mutual Advisors, Llc | 0.13% | 292,785 | $6,848,241 | $6,780,901 | -$67,340 | -0.98% | |
| Littlejohn Financial Services, Inc. | 4.85% | 285,227 | $6,671,461 | $6,605,857 | -$65,604 | -0.98% | |
| Delta Wealth Advisors Llc | 3.88% | 232,059 | $5,427,869 | $5,374,486 | -$53,383 | -0.98% | |
| Ironwood Financial, Llc | 0.81% | 222,822 | $5,178,378 | $5,160,558 | -$17,820 | -0.34% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 220,854 | $5,165,780 | $5,114,979 | -$50,801 | -0.98% | |
| Marathon Mission, Inc. | 2.57% | 220,063 | $5,147,274 | $5,096,659 | -$50,615 | -0.98% | |
| Blackrock, Inc. | 0.00% | 185,493 | $4,338,681 | $4,296,018 | -$42,663 | -0.98% | |
| Raymond James Financial Inc | 0.00% | 152,594 | $3,569,177 | $3,534,077 | -$35,100 | -0.98% | |
| Envestnet Asset Management Inc | 0.00% | 146,393 | $3,424,142 | $3,390,462 | -$33,680 | -0.98% | |
| Bradley & Co. Private Wealth Management, Llc | 1.62% | 144,942 | $3,390,193 | $3,356,857 | -$33,336 | -0.98% | |
| Wells Fargo & Company/Mn | 0.00% | 132,704 | $3,103,946 | $3,073,425 | -$30,521 | -0.98% | |
| Straight Path Wealth Management | 0.70% | 128,362 | $3,002,384 | $2,972,864 | -$29,520 | -0.98% | |
| Integrated Wealth Concepts Llc | 0.02% | 123,525 | $2,889,259 | $2,860,839 | -$28,420 | -0.98% | |
| Mercer Global Advisors Inc | 0.00% | 120,176 | $2,810,916 | $2,783,276 | -$27,640 | -0.98% | |
| Commonwealth Financial Services, Llc | 0.31% | 99,393 | $2,324,801 | $2,301,942 | -$22,859 | -0.98% | |
| Sigma Planning Corp | 0.05% | 82,373 | $1,926,700 | $1,907,759 | -$18,941 | -0.98% | |
| Penobscot Investment Management Company, Inc. | 0.12% | 77,785 | $1,819,391 | $1,801,501 | -$17,890 | -0.98% | |
| First Western Trust Bank | 0.08% | 71,612 | $1,675,005 | $1,658,534 | -$16,471 | -0.98% | |
| Beacon Pointe Advisors, Llc | 0.01% | 69,368 | $1,622,512 | $1,606,563 | -$15,949 | -0.98% | |
| Jane Street Group, Llc | 0.00% | 59,886 | $1,400,734 | $1,386,960 | -$13,774 | -0.98% | |
| Keeler Thomas Management Llc | 0.46% | 56,038 | $1,310,719 | $1,297,840 | -$12,879 | -0.98% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 54,010 | $1,263,294 | $1,250,872 | -$12,422 | -0.98% | |
| Lido Advisors, Llc | 0.00% | 44,828 | $1,048,529 | $1,038,216 | -$10,313 | -0.98% | |
| Ubs Group Ag | 0.00% | 43,551 | $1,018,658 | $1,008,641 | -$10,017 | -0.98% | |
| Focused Alpha, Llc | 0.24% | 39,247 | $917,990 | $908,961 | -$9,029 | -0.98% | |
| Royal Bank Of Canada | 0.00% | 36,954 | $865,000 | $855,855 | -$9,145 | -1.06% | |
| Cyr Financial Inc. | 0.43% | 35,657 | $834,017 | $825,816 | -$8,201 | -0.98% | |
| High Note Wealth, Llc | 0.14% | 35,547 | $831,444 | $823,269 | -$8,175 | -0.98% | |
| Aspen Wealth Management Llc | 0.13% | 33,329 | $779,556 | $771,900 | -$7,656 | -0.98% | |
| Cetera Investment Advisers | 0.00% | 31,776 | $743,246 | $735,932 | -$7,314 | -0.98% | |
| Wrapmanager Inc | 0.23% | 31,383 | $734,048 | $726,830 | -$7,218 | -0.98% | |
| Insigneo Advisory Services, Llc | 0.03% | 31,369 | $733,721 | $726,506 | -$7,215 | -0.98% | |
| Heartland Bank & Trust Co | 0.15% | 30,962 | $724,201 | $717,080 | -$7,121 | -0.98% | |
| Kestra Private Wealth Services, Llc | 0.01% | 29,718 | $695,110 | $688,269 | -$6,841 | -0.98% | |
| Quad-Cities Investment Group, Llc | 0.19% | 23,065 | $539,490 | $534,185 | -$5,305 | -0.98% | |
| Thrivent Financial For Lutherans | 0.00% | 22,550 | $527,000 | $522,258 | -$4,742 | -0.90% | |
| Osaic Holdings, Inc. | 0.00% | 21,123 | $494,133 | $489,209 | -$4,924 | -1.00% | |
| Guidance Point Advisors, Llc | 0.10% | 20,925 | $489,637 | $484,623 | -$5,014 | -1.02% | |
| Stifel Financial Corp | 0.00% | 19,423 | $454,304 | $449,837 | -$4,467 | -0.98% | |
| Snowden Capital Advisors Llc | 0.01% | 18,116 | $423,733 | $419,567 | -$4,166 | -0.98% | |
| Ruggaard & Associates Llc | 0.15% | 17,947 | $419,772 | $415,653 | -$4,119 | -0.98% | |
| Mcilrath & Eck, Llc | 0.03% | 17,311 | $403,052 | $400,923 | -$2,129 | -0.53% |
Frequently asked questions about IBHI
Who owns the most IBHI stock?
The largest holders of IBHI 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 2029 TM HY IN (IBHI).
Is IBHI widely held by superinvestors?
Many widely followed stocks like IBHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHI 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.