IBHI

Ishares Ibonds 2029 Tm Hy In

+$14.2M

Net Activity

Institutions Holding

90

Popularity Rank

#4679

Avg Weight

0.28%

Total Value

$237.0M

Ownership Trend

90 institutions currently hold IBHI, with 65 net buyers and 18 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

18

Net Buying Institutions

65

Key Holders

Key Holders

Top 5 by Value

LI
Lbmc Investment Advisors, LLC
$34.2M
MS
Morgan Stanley
$32.6M
NM
Northwestern Mutual Wealth Management Co
$25.4M
BF
Baltimore-Washington Financial Advisors, Inc.
$15.2M
CE
Commonwealth Equity Services, LLC
$12.5M

Top 5 by Conviction

LF
Littlejohn Financial Services, INC.
4.41%
DW
Delta Wealth Advisors LLC
3.87%
TF
Threadgill Financial, LLC
3.29%
SW
Scissortail Wealth Management, LLC
2.27%
LI
Lbmc Investment Advisors, LLC
2.08%
View all 90 holding institutions

Quarterly Activity

Recent Activity

+$205.1M

Total Buy Value

$62.7M

Total Sell Value

New buy23
Trim12
Add42
Sold out6

65

Net Buyers

18

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 2029 TM HY IN (IBHI)?
Major stakeholders currently include Lbmc Investment Advisors, LLC ($34.2M), Morgan Stanley ($32.6M), Northwestern Mutual Wealth Management Co ($25.4M). Based on the latest 13F filings, there are a total of 90 tracked investment funds and institutions maintaining positions in IBHI.
What is the overall institutional sentiment toward IBHI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $14.2M, driven by 65 managers accumulating shares while 18 reduced their exposure.
Which institutions have been selling or reducing their IBHI positions?
In the latest period, 12 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $62.7M.
Are there any notable investors adding IBHI to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 42 existing holders added to their shares. The total reported buy value for the quarter amounted to $205.1M.

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