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
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
99.9%
+86.3 pts
Top 5
100.0%
+54.5 pts
Top 10
100.0%
+39.0 pts
HHI
9,977
Highly concentrated+9,448
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
126
Unchanged
0
Holder count:
-125
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −5,223 | 18,408 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 21 | $463 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small LBMC INVESTMENT ADVISORS, LLC | 1,616,618 | $35,775,756 | |
| Mega LPL Financial LLC | 1,143,106 | $25,296,935 | |
| Micro THREADGILL FINANCIAL, LLC | 962,629 | $21,302,979 | |
| Large Federation des caisses Desjardins du Quebec | 893,063 | $19,763,484 | |
| Mega WELLS FARGO & COMPANY/MN | 799,691 | $17,697,161 |
| 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 |