ETF Holders

Who owns IBHF?

Bond

iShares iBonds 2026 Term High Yield and Income ETF · iShares

173 institutions reported holding IBHF, worth $527.7M, in Form 13F filings for June 30, 2026.

13F holders
173
Institutional value
$527.7M
Change from prior quarter
-16.6%
−$105.0M, with price moves
New and sold-out firms
20 / 24
75 added, 57 trimmed

Top 10 institutional holders of IBHF

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$50.5M2,228,248+182,841 shares
Morgan StanleyNew York, NY$30.6M1,349,023−315,346 shares
COWA, LLCTulsa, OK$26.9M1,186,840+77,451 shares
LBMC Investment Advisors, LLCBrentwood, TN$26.3M1,161,706+37,876 shares
Straightline Group LLCTroy, MI$21.2M936,881+25,139 shares
Wells Fargo & CompanySan Francisco, CA$18.1M799,082−221,251 shares
Federation des caisses Desjardins du QuebecLevis, Quebec, Canada$16.2M714,107−106,681 shares
Bank of America Corp.Charlotte, NC$16.0M706,652−133,913 shares
Raymond James Financial Inc.St. Petersburg, FL$14.9M658,086−6,437 shares
Ruggaard & Associates LLCHudson, OH$11.9M525,863−2,401 shares
163 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: IBHF vs EDGF, IBHF vs FSMB, IBHF vs MINO, IBHF vs PCI.

Frequently asked questions

Who owns IBHF?

173 institutional managers reported holding IBHF in Form 13F filings for June 30, 2026, worth $527.7M in total. The largest reported position was held by LPL Financial LLC, at $50.5M.

Did institutions buy or sell IBHF last quarter?

Reported 13F value fell 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 24 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IBHF ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.