ISHARES IBONDS 2027 HY INC (IBHG) Institutional Shareholders
ISHARES IBONDS 2027 HY INC (IBHG) 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 $308.70M in IBHG holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of IBHG tracked by InsiderSet, reporting ownership valued at approximately $39.90M 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 $39.68M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IBHG value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lbmc Investment Advisors, Llc, Arrow Financial Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 2027 HY INC (IBHG).
This page ranks the largest institutional IBHG 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
130
Total Reported Value
$308.70M
Largest Holder
Ubs Group Ag
Largest Position
$39.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,807,096 | $39,900,680 | $39,683,828 | -$216,852 | -0.54% | |
| Lbmc Investment Advisors, Llc | 2.12% | 1,772,416 | $39,134,946 | $38,922,255 | -$212,691 | -0.54% | |
| Arrow Financial Corp | 2.95% | 1,491,682 | $32,936,338 | $32,757,337 | -$179,001 | -0.54% | |
| Lpl Financial Llc | 0.01% | 1,250,152 | $27,603,359 | $27,453,338 | -$150,021 | -0.54% | |
| Wells Fargo & Company/Mn | 0.00% | 810,422 | $17,894,118 | $17,796,867 | -$97,251 | -0.54% | |
| Federation Des Caisses Desjardins Du Quebec | 0.05% | 782,170 | $17,254,670 | $17,176,453 | -$78,217 | -0.45% | |
| Raymond James Financial Inc | 0.00% | 401,755 | $8,870,752 | $8,822,540 | -$48,212 | -0.54% | |
| Morgan Stanley | 0.00% | 281,072 | $6,206,089 | $6,172,341 | -$33,748 | -0.54% | |
| Bank Of America Corp | 0.00% | 259,328 | $5,725,952 | $5,694,843 | -$31,109 | -0.54% | |
| Cetera Investment Advisers | 0.01% | 254,777 | $5,625,475 | $5,594,903 | -$30,572 | -0.54% | |
| J.W. Cole Advisors, Inc. | 0.08% | 213,562 | $4,715,449 | $4,689,822 | -$25,627 | -0.54% | |
| Concurrent Investment Advisors, Llc | 0.04% | 203,427 | $4,491,668 | $4,467,257 | -$24,411 | -0.54% | |
| Ironwood Financial, Llc | 0.69% | 199,317 | $4,376,009 | $4,377,001 | +$992 | +0.02% | |
| Blackrock, Inc. | 0.00% | 196,434 | $4,337,263 | $4,313,691 | -$23,572 | -0.54% | |
| Kestra Private Wealth Services, Llc | 0.05% | 196,004 | $4,327,759 | $4,304,248 | -$23,511 | -0.54% | |
| Mid-American Wealth Advisory Group, Inc. | 1.56% | 195,817 | $4,323,637 | $4,300,141 | -$23,496 | -0.54% | |
| Newedge Advisors, Llc | 0.01% | 185,840 | $4,103,352 | $4,081,046 | -$22,306 | -0.54% | |
| Carr Financial Group Corp | 0.77% | 150,853 | $3,330,844 | $3,312,732 | -$18,112 | -0.54% | |
| Straight Path Wealth Management | 0.70% | 135,333 | $2,988,161 | $2,971,913 | -$16,248 | -0.54% | |
| Jane Street Group, Llc | 0.00% | 133,778 | $2,953,818 | $2,937,765 | -$16,053 | -0.54% | |
| Commonwealth Financial Services, Llc | 0.36% | 120,403 | $2,658,508 | $2,644,050 | -$14,458 | -0.54% | |
| Penobscot Investment Management Company, Inc. | 0.17% | 113,275 | $2,501,112 | $2,487,519 | -$13,593 | -0.54% | |
| Eight 31 Financial, Llc | 1.41% | 107,168 | $2,366,270 | $2,353,409 | -$12,861 | -0.54% | |
| Private Advisor Group, Llc | 0.01% | 99,809 | $2,203,769 | $2,191,806 | -$11,963 | -0.54% | |
| Integrated Wealth Concepts Llc | 0.01% | 91,465 | $2,019,541 | $2,008,571 | -$10,970 | -0.54% | |
| Royal Bank Of Canada | 0.00% | 90,363 | $1,995,000 | $1,984,371 | -$10,629 | -0.53% | |
| Old Mission Capital Llc | 0.05% | 86,920 | $1,919,193 | $1,908,763 | -$10,430 | -0.54% | |
| Foundations Investment Advisors, Llc | 0.02% | 80,213 | $1,771,096 | $1,761,477 | -$9,619 | -0.54% | |
| Evexia Wealth Llc | 0.48% | 80,369 | $1,760,882 | $1,764,903 | +$4,021 | +0.23% | |
| Advisory Services Network, Llc | 0.02% | 78,400 | $1,731,063 | $1,721,664 | -$9,399 | -0.54% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.69% | 75,618 | $1,669,648 | $1,660,571 | -$9,077 | -0.54% | |
| Parallel Advisors, Llc | 0.02% | 70,375 | $1,553,880 | $1,545,435 | -$8,445 | -0.54% | |
| Keeler Thomas Management Llc | 0.53% | 67,454 | $1,489,381 | $1,481,290 | -$8,091 | -0.54% | |
| Centennial Advisors, Llc | 1.61% | 61,291 | $1,353,302 | $1,345,950 | -$7,352 | -0.54% | |
| Lido Advisors, Llc | 0.00% | 57,324 | $1,265,715 | $1,258,835 | -$6,880 | -0.54% | |
| Osaic Holdings, Inc. | 0.00% | 55,611 | $1,228,032 | $1,221,218 | -$6,814 | -0.55% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 54,604 | $1,205,663 | $1,199,104 | -$6,559 | -0.54% | |
| Bridgeport Financial Solutions, Llc | 0.31% | 54,580 | $1,205,126 | $1,198,577 | -$6,549 | -0.54% | |
| Collaborative Fund Advisors, Llc | 0.68% | 53,208 | $1,174,833 | $1,168,448 | -$6,385 | -0.54% | |
| Ifp Advisors, Inc | 0.02% | 52,874 | $1,167,458 | $1,161,113 | -$6,345 | -0.54% | |
| Focused Alpha, Llc | 0.27% | 47,815 | $1,055,746 | $1,050,017 | -$5,729 | -0.54% | |
| Action Point Financial Planning, Llc | 0.11% | 46,654 | $1,030,079 | $1,024,522 | -$5,557 | -0.54% | |
| High Note Wealth, Llc | 0.17% | 44,173 | $975,340 | $970,039 | -$5,301 | -0.54% | |
| Aspen Wealth Management Llc | 0.16% | 43,678 | $964,416 | $959,169 | -$5,247 | -0.54% | |
| Littlejohn Financial Services, Inc. | 0.69% | 42,898 | $947,188 | $942,040 | -$5,148 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,747 | $921,777 | $916,764 | -$5,013 | -0.54% | |
| Cowa, Llc | 0.23% | 41,195 | $909,585 | $904,642 | -$4,943 | -0.54% | |
| Heartland Bank & Trust Co | 0.18% | 39,171 | $864,896 | $860,195 | -$4,701 | -0.54% | |
| Bedel Financial Consulting, Inc. | 0.08% | 39,002 | $861,157 | $856,484 | -$4,673 | -0.54% | |
| Bip Wealth, Llc | 0.02% | 37,217 | $821,757 | $817,285 | -$4,472 | -0.54% |
Frequently asked questions about IBHG
Who owns the most IBHG stock?
The largest holders of IBHG 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 2027 HY INC (IBHG).
Is IBHG widely held by superinvestors?
Many widely followed stocks like IBHG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBHG 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.