iShares Ibonds 2027 HYIBHGETF
13F holders, Q2 2026 (June 30)134holders +6
17new positions
10sold out
1famous investor
$22.10avg. 13F price*
At the end of Q2 2026, 134 institutions reported holding iShares Ibonds 2027 HY Inc. (IBHG) in their 13F filings, up 6 from Q1 2026. 17 opened new positions and 10 sold out. The largest holders were UBS Group AG ($39.9M), LBMC Investment Advisors, LLC ($39.1M) and Arrow Financial Corp ($32.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2027 HY Inc.
- CUSIP
- 46436E478
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $43.4M |
| Exits | 10 | $23.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,629,665 shares bought and 2,468,823 shares sold, net +2,160,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| UBS Group AG | 0.01% | Add +439.6% | 1,807,096 | $39.9M |
| LBMC Investment Advisors, LLC | 2.14% | Add +9.6% | 1,772,416 | $39.1M |
| Arrow Financial Corp | 2.95% | New | 1,491,682 | $32.9M |
| LPL Financial LLC | 0.01% | Add +9.4% | 1,250,152 | $27.6M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 810,422 | $17.9M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -12.4% | 782,170 | $17.3M |
| Raymond James Financial Inc. | 0.00% | Add +23.5% | 401,755 | $8.9M |
| Morgan Stanley | 0.00% | Add +29.4% | 281,072 | $6.2M |
| Bank of America Corp. | 0.00% | Add +4.2% | 259,328 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -3.2% | 254,777 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -4.1% | 213,562 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 203,427 | $4.5M |
| Ironwood Financial, llc | 0.69% | Add +20.4% | 199,317 | $4.4M |
| BlackRock, Inc. | 0.00% | Add +176.7% | 196,434 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +44.1% | 196,004 | $4.3M |
| Mid-American Wealth Advisory Group, Inc. | 1.56% | Reduce -6.3% | 195,817 | $4.3M |
| NewEdge Advisors, LLC | 0.01% | Add +11.3% | 185,840 | $4.1M |
| Carr Financial Group Corp | 0.77% | Add +25.9% | 150,853 | $3.3M |
| Straight Path Wealth Management | 0.70% | Add +6.1% | 135,333 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +309.5% | 133,778 | $3.0M |
| Commonwealth Financial Services, LLC | 0.36% | Reduce -69.0% | 120,403 | $2.7M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +26.7% | 113,275 | $2.5M |
| Eight 31 Financial, LLC | 1.41% | Add +2.7% | 107,168 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +189.4% | 99,809 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 90,363 | $2.0M |
| Old Mission Capital LLC | 0.05% | Reduce -36.2% | 86,920 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.3% | 84,487 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +47.3% | 80,213 | $1.8M |
| Evexia Wealth LLC | 0.48% | Reduce -31.2% | 80,369 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +0.6% | 78,400 | $1.7M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.69% | Add +51.7% | 75,618 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.5% | 73,471 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +64.7% | 70,375 | $1.6M |
| Keeler Thomas Management LLC | 0.53% | Reduce -49.5% | 67,454 | $1.5M |
| Centennial Advisors, LLC | 1.61% | Add +11.6% | 61,291 | $1.4M |
| Lido Advisors, LLC | 0.00% | Reduce -30.9% | 57,324 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +104.8% | 55,611 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.5% | 54,604 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.31% | No change | 54,580 | $1.2M |
| Collaborative Fund Advisors, LLC | 0.68% | New | 53,208 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -2.3% | 52,874 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.9% | 48,285 | $1.1M |
| Focused Alpha, LLC | 0.27% | Add +14.9% | 47,815 | $1.1M |
| Fiduciary Financial Advisors | 0.11% | New | 47,732 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +21.3% | 45,251 | $999K |
| High Note Wealth, LLC | 0.17% | Add +67.9% | 44,173 | $975K |
| Aspen Wealth Management LLC | 0.16% | Add +63.0% | 43,678 | $964K |
| Littlejohn Financial Services, Inc. | 0.69% | Add +130.3% | 42,898 | $947K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 41,747 | $922K |
| Cowa, LLC | 0.25% | Add +5.1% | 41,195 | $910K |
| AE Wealth Management LLC | 0.00% | Reduce -3.0% | 39,860 | $880K |
| Heartland Bank & Trust Co | 0.18% | Add +9.9% | 39,171 | $865K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +30.8% | 39,002 | $861K |
| BIP Wealth, LLC | 0.02% | Add +9.0% | 37,217 | $822K |
| Beese Fulmer Investment Management, Inc. | 0.05% | New | 36,999 | $817K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.6% | 36,938 | $816K |
| Rebalance, LLC | 0.04% | Add +1.4% | 36,927 | $815K |
| Timber Creek Capital Management LLC | 0.16% | Add +15.8% | 35,969 | $794K |
| Baird Financial Group, Inc. | 0.00% | Add +35.6% | 34,015 | $751K |
| Wrapmanager Inc. | 0.23% | Reduce -10.6% | 33,213 | $733K |
| Guidance Point Advisors, LLC | 0.15% | Add +23.9% | 31,377 | $693K |
| Bullock Wealth Management Group | 0.29% | Add +34.8% | 30,606 | $672K |
| Phillips Financial Management, LLC | 0.05% | No change | 30,000 | $662K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.6% | 27,043 | $597K |
| Cerity Partners LLC | 0.00% | Reduce -15.0% | 27,024 | $597K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Add +2.4% | 26,899 | $594K |
| Stifel Financial Corp. | 0.00% | Add +11.3% | 26,580 | $587K |
| Belpointe Asset Management LLC | 0.02% | Add +82.3% | 25,365 | $560K |
| Madden Advisory Services, Inc. | 0.20% | Add +4.1% | 25,325 | $559K |
| Rialto Wealth Management, LLC | 0.11% | Reduce -19.6% | 25,131 | $555K |
| Kastel Capital Advisors, LLC | 0.35% | Add +0.4% | 24,869 | $550K |
| Csenge Advisory Group | 0.02% | Add +3.3% | 24,583 | $543K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -38.7% | 24,374 | $538K |
| Global Retirement Partners, LLC | 0.01% | — | 21,753 | $480K |
| HUB Investment Partners, LLC | 0.01% | New | 21,538 | $476K |
| River's Edge Wealth Management, LLC | 0.38% | Add +0.6% | 19,719 | $434K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.2% | 19,035 | $420K |
| Captrust Financial Advisors | 0.00% | No change | 18,908 | $417K |
| HighTower Advisors, LLC | 0.00% | Reduce -95.3% | 18,688 | $413K |
| Citadel Advisors | 0.00% | Reduce -22.1% | 18,408 | $406K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +46.2% | 18,144 | $400K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 18,046 | $398K |
| Kurv Investment Management LLC | 0.31% | New | 18,032 | $398K |
| Farther Finance Advisors, LLC | 0.00% | Add +250.3% | 17,637 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.6% | 17,078 | $377K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 15,662 | $346K |
| Orion Capital Management LLC | 0.10% | Add +7.6% | 15,067 | $333K |
| Windsor Capital Management, LLC | 0.09% | Add +34.8% | 14,892 | $329K |
| Beacon Financial Planning, Inc. | 0.11% | Add +56.5% | 14,346 | $317K |
| Landing Point Financial Group, LLC | 0.11% | Reduce -14.1% | 14,117 | $312K |
| Bank of New York Mellon Corp | 0.00% | Reduce -96.5% | 13,974 | $309K |
| Equitable Holdings, Inc. | 0.00% | New | 13,970 | $308K |
| GAMMA Investing LLC | 0.01% | Add +148.3% | 13,715 | $303K |
| Focus Partners Wealth | 0.00% | No change | 13,378 | $295K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -3.3% | 13,106 | $289K |
| TFR Capital, LLC. | 0.08% | Reduce -2.1% | 12,794 | $282K |
| Tableaux LLC | 0.11% | Reduce -12.1% | 11,666 | $258K |
| Wick Capital Partners, LLC | 0.04% | New | 11,377 | $251K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,851 | $238K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 10,487 | $232K |
"% of holder's portfolio" is IBHG's weight in each manager's 13F, not the share of iShares Ibonds 2027 HY Inc. the manager owns.