IBHK

Isharesibond2031highyldinc

+$1.4M

Net Activity

Institutions Holding

33

Popularity Rank

#7002

Avg Weight

0.07%

Total Value

$24.7M

Ownership Trend

33 institutions currently hold IBHK, with 20 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

20

Key Holders

Key Holders

Top 5 by Value

LI
Lbmc Investment Advisors, LLC
$12.4M
SP
Straight Path Wealth Management
$1.6M
LF
LPL Financial LLC
$1.5M
IW
Integrated Wealth Concepts LLC
$1.4M
KT
Keeler Thomas Management LLC
$974.8K

Top 5 by Conviction

LI
Lbmc Investment Advisors, LLC
0.75%
SP
Straight Path Wealth Management
0.44%
KT
Keeler Thomas Management LLC
0.41%
WI
Wrapmanager INC
0.28%
FA
Focused Alpha, LLC
0.14%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$20.1M

Total Buy Value

$6.8M

Total Sell Value

New buy8
Trim7
Add12
Sold out0

20

Net Buyers

7

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 ISHARESIBOND2031HIGHYLDINC (IBHK)?
Major stakeholders currently include Lbmc Investment Advisors, LLC ($12.4M), Straight Path Wealth Management ($1.6M), LPL Financial LLC ($1.5M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in IBHK.
What is the overall institutional sentiment toward IBHK recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4M, driven by 20 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their IBHK positions?
In the latest period, 7 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $6.8M.
Are there any notable investors adding IBHK to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.1M.

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