IBHG

Ishares Ibonds 2027 Hy INC

+$731.6K

Net Activity

Institutions Holding

127

Popularity Rank

#3938

Avg Weight

0.20%

Total Value

$263.7M

Ownership Trend

127 institutions currently hold IBHG, with 77 net buyers and 38 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

38

Net Buying Institutions

77

Key Holders

Key Holders

Top 5 by Value

LI
Lbmc Investment Advisors, LLC
$35.8M
LF
LPL Financial LLC
$25.3M
TF
Threadgill Financial, LLC
$21.3M
FD
Federation des caisses Desjardins du Quebec
$19.8M
WF
Wells Fargo & Company/mn
$17.7M

Top 5 by Conviction

TF
Threadgill Financial, LLC
6.19%
LI
Lbmc Investment Advisors, LLC
2.18%
MW
Mid-American Wealth Advisory Group, Inc.
1.97%
CA
Centennial Advisors, LLC
1.55%
E3
Eight 31 Financial, LLC
1.39%
View all 127 holding institutions

Quarterly Activity

Recent Activity

+$188.2M

Total Buy Value

$137.5M

Total Sell Value

New buy20
Trim32
Add57
Sold out6

77

Net Buyers

38

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS 2027 HY INC (IBHG)?
Major stakeholders currently include Lbmc Investment Advisors, LLC ($35.8M), LPL Financial LLC ($25.3M), Threadgill Financial, LLC ($21.3M). Based on the latest 13F filings, there are a total of 127 tracked investment funds and institutions maintaining positions in IBHG.
What is the overall institutional sentiment toward IBHG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $731.6K, driven by 77 managers accumulating shares while 38 reduced their exposure.
Which institutions have been selling or reducing their IBHG positions?
In the latest period, 32 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $137.5M.
Are there any notable investors adding IBHG to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 57 existing holders added to their shares. The total reported buy value for the quarter amounted to $188.2M.

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