IBHJ

Ishrs Ibds 2030 Hy & INC ETF

+$10.4M

Net Activity

Institutions Holding

47

Popularity Rank

#6152

Avg Weight

0.14%

Total Value

$58.3M

Ownership Trend

47 institutions currently hold IBHJ, with 33 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

LI
Lbmc Investment Advisors, LLC
$24.5M
MM
Marathon Mission, Inc.
$5.3M
CP
Chicago Partners Investment Group LLC
$5.0M
LF
LPL Financial LLC
$2.5M
BO
Bank Of America CORP /de/
$2.4M

Top 5 by Conviction

MM
Marathon Mission, Inc.
3.11%
LI
Lbmc Investment Advisors, LLC
1.49%
SP
Straight Path Wealth Management
0.52%
KT
Keeler Thomas Management LLC
0.31%
WI
Wrapmanager INC
0.28%
View all 47 holding institutions

Quarterly Activity

Recent Activity

+$54.7M

Total Buy Value

$8.8M

Total Sell Value

New buy12
Trim7
Add21
Sold out2

33

Net Buyers

9

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 ISHRS IBDS 2030 HY & INC ETF (IBHJ)?
Major stakeholders currently include Lbmc Investment Advisors, LLC ($24.5M), Marathon Mission, Inc. ($5.3M), Chicago Partners Investment Group LLC ($5.0M). Based on the latest 13F filings, there are a total of 47 tracked investment funds and institutions maintaining positions in IBHJ.
What is the overall institutional sentiment toward IBHJ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $10.4M, driven by 33 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their IBHJ positions?
In the latest period, 7 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $8.8M.
Are there any notable investors adding IBHJ to their portfolios?
Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $54.7M.

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