Who owns iShares iBonds 2026 Term High Yield and Income ETF?
Institutional ownership of IBHF from SEC Form 13F filings across 104 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
104
13F holders
$333.1M
value, 2026 filers
39.7%
of shares outstanding (15.2M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBHF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.2M | $50.5M | 0.0% | 5.8% | +8.9% |
| 2 | MORGAN STANLEY | 1.3M | $30.6M | 0.0% | 3.5% | -18.9% |
| 3 | LBMC INVESTMENT ADVISORS, LLC | 1.2M | $26.3M | 1.4% | 3% | +3.4% |
| 4 | WELLS FARGO & COMPANY/MN | 799,082 | $18.1M | 0.0% | 2.1% | -21.7% |
| 5 | Federation des caisses Desjardins du Quebec | 714,107 | $16.2M | 0.0% | 1.9% | -13.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 706,652 | $16.0M | 0.0% | 1.9% | -15.9% |
| 7 | RAYMOND JAMES FINANCIAL INC | 658,086 | $14.9M | 0.0% | 1.7% | -1.0% |
| 8 | CITADEL ADVISORS LLC | 508,904 | $11.5M | 0.0% | 1.3% | +1701.4% |
| 9 | Integrated Wealth Concepts LLC | 468,228 | $10.6M | 0.1% | 1.2% | +47.0% |
| 10 | Cetera Investment Advisers | 424,308 | $9.6M | 0.0% | 1.1% | +1.5% |
| 11 | Cambridge Investment Research Advisors, Inc. | 394,366 | $8,932 | 0.0% | 1% | +30.8% |
| 12 | Stratos Wealth Partners, LTD. | 389,167 | $8.8M | 0.1% | 1% | -0.1% |
| 13 | BIP Wealth, LLC | 268,420 | $6.1M | 0.2% | 0.7% | -32.7% |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | 259,315 | $5.9M | 0.1% | 0.7% | 0.0% |
| 15 | NewEdge Advisors, LLCNEW | 248,808 | $5.6M | 0.0% | 0.7% | new |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 220,129 | $5.0M | 0.0% | 0.6% | -79.4% |
| 17 | Csenge Advisory Group | 209,398 | $4.7M | 0.2% | 0.5% | +8.9% |
| 18 | JANE STREET GROUP, LLC | 206,325 | $4.7M | 0.0% | 0.5% | +71.0% |
| 19 | Parallel Advisors, LLC | 205,340 | $4.7M | 0.1% | 0.5% | +75.3% |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 204,781 | $4.6M | 0.1% | 0.5% | -28.1% |
| 21 | FIDUCIARY FINANCIAL ADVISORSNEW | 203,118 | $4.6M | 0.5% | 0.5% | new |
| 22 | Concurrent Investment Advisors, LLCNEW | 200,777 | $4.5M | 0.0% | 0.5% | new |
| 23 | UBS Group AG | 179,441 | $4.1M | 0.0% | 0.5% | -8.8% |
| 24 | EP Wealth Advisors, LLC | 178,831 | $4.1M | 0.0% | 0.5% | -3.2% |
| 25 | Krilogy Financial LLC | 164,498 | $3.7M | 0.1% | 0.4% | +5.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.