IBHI · iShares iBonds 2029 Term High Yield and Income ETF ETF

Alerts for IBHI

$23.20 +0.00 (+0.00%) 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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $259,301

Total Shares: 11,086

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+85.6 pts

Top 5

100.0%

+49.4 pts

Top 10

100.0%

+28.7 pts

HHI

10,000

Highly concentrated+9,300

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

89

Unchanged

0

Holder count: -89

Institutional value: -99.9%

Shares held: -99.9%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−18,433	11,086

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small LBMC INVESTMENT ADVISORS, LLC	1,467,776	$34,174,228
Mega MORGAN STANLEY	1,402,120	$32,645,559
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,092,828	$25,444,314
Mid Baltimore-Washington Financial Advisors, Inc.	652,314	$15,187,826
Large COMMONWEALTH EQUITY SERVICES, LLC	534,862	$12,453,191

Filter: New 0 Increased 0 Reduced 1 Sold out 89 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBHI

$259,301

100.00%

11,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,086	$259,301	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,402,120	$32,645,559	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	380,293	$8,854,361	91.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	33,714	$784,963	8.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	29,594	$689,037	20.5%	Defined
Raymond James Financial Services Advisors, Inc.	114,699	$2,670,536	79.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	40,874	$951,669	32.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	85,674	$1,994,747	67.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Fund Advisors	67,554	$1,572,859	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	39,156	$911,669	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	24,178	$562,936	64.5%	Defined
RBC Dominion Securities Inc.	6,449	$150,152	17.2%	Defined
RBC Private Counsel (USA) Inc.	1,236	$28,777	3.3%	Defined
RBC Trust Co (Delaware) Ltd	5,630	$131,083	15.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	17,097	$398,069	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	16,461	$383,261	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FREESTONE CAPITAL MANAGEMENT LLC	14,987	$348,942	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,280	$169,500	76.8%	Defined
Osaic Advisory Services, LLC	2,197	$51,152	23.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	2,086	$48,568	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	941	$21,909	100.0%	Defined