IBHG · iShares iBonds 2027 Term High Yield and Income ETF ETF
$21.87
-0.01 (-0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $406,911
Total Shares: 18,429
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2023Top Holder
99.9%
+66.8 pts
Top 5
100.0%
+8.8 pts
Top 10
100.0%
+0.2 pts
HHI
9,977
Highly concentrated+7,602
Quarterly Activity
vs Sep 30, 2023
New
2
Increased
0
Decreased
0
Sold Out
12
Unchanged
0
Holder count:
-10
Institutional value:
-96.6%
Shares held:
-96.7%
Top New Positions
vs Sep 30, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 18,408 | $406,448 | |
| Mid Parkside Financial Bank & Trust | 21 | $463 |
Top Sold-Out Positions
vs Sep 30, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Commonwealth Financial Services, LLC | 184,873 | $3,979,576 | |
| Mega JANE STREET GROUP, LLC | 173,226 | $3,728,862 | |
| Large NewEdge Advisors, LLC | 82,589 | $1,777,810 | |
| Mega BANK OF AMERICA CORP /DE/ | 47,134 | $1,014,605 | |
| Mid Integrated Wealth Concepts LLC | 22,260 | $479,168 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBHG | $406,448 | 99.89% | 18,408 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IBHG | $463 | 0.11% | 21 | Shares | 2026-09-04 |