ISHARESIBOND2031HIGHYLDINC (IBHK) Institutional Ownership Changes & 13F Activity
ISHARESIBOND2031HIGHYLDINC (IBHK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lbmc Investment Advisors, Llc, Blackrock, Inc., First Western Trust Bank, Jane Street Group, Llc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +26,305 | +48.7% | 80,270 | $2.07M | Q2 2026 | Sep 09, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +1,160 | — | 1,160 | $29.89K | Q2 2026 | Sep 02, 2026 |
| Bank Of America Corp | Buy | +3,460 | +9.3% | 40,799 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,400 | +25.5% | 11,810 | $304.34K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +325 | +9.7% | 3,674 | $94.68K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1,061 | -4.8% | 21,260 | $547.87K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +777 | — | 777 | $20.02K | Q2 2026 | Aug 12, 2026 |
| Lbmc Investment Advisors, Llc | Buy | +180,024 | +37.1% | 665,633 | $17.15M | Q2 2026 | Aug 10, 2026 |
| Blackrock, Inc. | Buy | +168,374 | — | 168,374 | $4.34M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +16,912 | +28.9% | 75,368 | $1.94M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Buy | +16,780 | — | 16,780 | $432.44K | Q2 2026 | Aug 07, 2026 |
| Focused Alpha, Llc | Buy | +306 | +1.8% | 17,780 | $458.20K | Q2 2026 | Aug 07, 2026 |
| Cnb Bank | Buy | +160 | +4.9% | 3,400 | $87.62K | Q2 2026 | Aug 06, 2026 |
| Wrapmanager Inc | Sell | -3,352 | -10.5% | 28,510 | $734.70K | Q2 2026 | Aug 05, 2026 |
| Ellis Investment Partners, Llc | Buy | +521 | +5.4% | 10,214 | $263.23K | Q2 2026 | Aug 05, 2026 |
| Keeler Thomas Management Llc | Sell | -24,968 | -65.2% | 13,335 | $343.65K | Q2 2026 | Jul 30, 2026 |
| First Western Trust Bank | Buy | +46,286 | +241.8% | 65,429 | $1.69M | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +4,017 | +31.5% | 16,778 | $432.36K | Q2 2026 | Jul 28, 2026 |
| Straight Path Wealth Management | Buy | +479 | +0.7% | 65,230 | $1.68M | Q2 2026 | Jul 27, 2026 |
| Segment Wealth Management, Llc | Buy | +1,190 | +13.0% | 10,340 | $266.46K | Q2 2026 | Jul 16, 2026 |
| Hazlett, Burt & Watson, Inc. | Sell | -157 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Freestone Capital Holdings, Llc | Sell | -10,390 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -428 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -28,734 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ubs Group Ag | Sell | -103 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ascentis Independent Advisors | Sell | -2,550 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Sound Income Strategies, Llc | Sell | -270 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about IBHK activity
Which institutional owners are buying IBHK?
Institutional owners buying IBHK 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 IBHK activity?
"Buy" means an investor increased their reported position in IBHK compared to the prior reporting period. This reflects growing exposure to ISHARESIBOND2031HIGHYLDINC (IBHK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBHK increasing?
Institutional interest in IBHK 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.