Who owns iShares iBonds 2027 Term High Yield and Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBHG from SEC Form 13F filings across 135 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.
As of the 2026-06-30 reporting period, 135 institutions disclosed 14.3M shares of iShares iBonds 2027 Term High Yield and Income ETF worth $315.3M — about 62.3% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
135
13F holders
$315.3M
value, 2026 filers
62.3%
of shares outstanding (14.3M sh)
19
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 IBHG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.8M | $39.9M | 0.0% | 7.9% | +439.6% |
| 2 | LBMC INVESTMENT ADVISORS, LLC | 1.8M | $39.1M | 2.1% | 7.7% | +9.6% |
| 3 | Arrow Financial CorpNEW | 1.5M | $32.9M | 3.0% | 6.5% | new |
| 4 | LPL Financial LLC | 1.3M | $27.6M | 0.0% | 5.5% | +9.4% |
| 5 | WELLS FARGO & COMPANY/MN | 810,422 | $17.9M | 0.0% | 3.5% | +1.3% |
| 6 | Federation des caisses Desjardins du Quebec | 782,170 | $17.3M | 0.1% | 3.4% | -12.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 401,755 | $8.9M | 0.0% | 1.8% | +23.5% |
| 8 | MORGAN STANLEY | 281,072 | $6.2M | 0.0% | 1.2% | +29.4% |
| 9 | BANK OF AMERICA CORP /DE/ | 259,328 | $5.7M | 0.0% | 1.1% | +4.2% |
| 10 | Cetera Investment Advisers | 254,777 | $5.6M | 0.0% | 1.1% | -3.2% |
| 11 | J.W. COLE ADVISORS, INC. | 213,562 | $4.7M | 0.1% | 0.9% | -4.1% |
| 12 | Concurrent Investment Advisors, LLCNEW | 203,427 | $4.5M | 0.0% | 0.9% | new |
| 13 | Ironwood Financial, llc | 199,317 | $4.4M | 0.7% | 0.9% | +20.4% |
| 14 | BlackRock, Inc. | 196,434 | $4.3M | 0.0% | 0.9% | +176.7% |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 196,004 | $4.3M | 0.0% | 0.9% | +44.1% |
| 16 | Mid-American Wealth Advisory Group, Inc. | 195,817 | $4.3M | 1.6% | 0.9% | -6.2% |
| 17 | NewEdge Advisors, LLCNEW | 185,840 | $4.1M | 0.0% | 0.8% | new |
| 18 | Carr Financial Group Corp | 150,853 | $3.3M | 0.8% | 0.7% | +25.9% |
| 19 | Straight Path Wealth Management | 135,333 | $3.0M | 0.7% | 0.6% | +6.1% |
| 20 | JANE STREET GROUP, LLC | 133,778 | $3.0M | 0.0% | 0.6% | +309.5% |
| 21 | Commonwealth Financial Services, LLC | 120,403 | $2.7M | 0.4% | 0.5% | -69.0% |
| 22 | Penobscot Investment Management Company, Inc. | 113,275 | $2.5M | 0.2% | 0.5% | +26.7% |
| 23 | EIGHT 31 FINANCIAL, LLC | 107,168 | $2.4M | 1.4% | 0.5% | +2.7% |
| 24 | Private Advisor Group, LLC | 99,809 | $2.2M | 0.0% | 0.4% | +189.4% |
| 25 | ROYAL BANK OF CANADA | 90,363 | $2.0M | 0.0% | 0.4% | -1.9% |
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.