Who owns iShares iBonds 2029 Term High Yield and Income ETF?
Institutional ownership of IBHI from SEC Form 13F filings across 56 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.
56
13F holders
$244.7M
value, 2026 filers
51.5%
of shares outstanding (10.8M sh)
7
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 IBHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1.7M | $40.0M | 2.2% | 8.2% | +16.5% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7M | $39.5M | 0.0% | 8.1% | +54.4% |
| 3 | MORGAN STANLEY | 1.6M | $36.4M | 0.0% | 7.4% | +11.0% |
| 4 | HighTower Advisors, LLCNEW | 964,286 | $22.6M | 0.0% | 4.6% | new |
| 5 | NewEdge Advisors, LLCNEW | 907,747 | $21.2M | 0.1% | 4.3% | new |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 515,401 | $12.1M | 0.0% | 2.5% | -3.6% |
| 7 | LPL Financial LLC | 488,748 | $11.4M | 0.0% | 2.3% | +32.2% |
| 8 | BANK OF AMERICA CORP /DE/ | 442,891 | $10.4M | 0.0% | 2.1% | +7.0% |
| 9 | Mutual Advisors, LLC | 292,785 | $6.8M | 0.1% | 1.4% | +1602.9% |
| 10 | Cambridge Investment Research Advisors, Inc. | 281,732 | $6,590 | 0.0% | 1.3% | +323.7% |
| 11 | Stratos Wealth Partners, LTD. | 220,854 | $5.2M | 0.1% | 1.1% | +5.0% |
| 12 | BlackRock, Inc. | 185,493 | $4.3M | 0.0% | 0.9% | +174.6% |
| 13 | RAYMOND JAMES FINANCIAL INC | 152,594 | $3.6M | 0.0% | 0.7% | +5.8% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 146,393 | $3.4M | 0.0% | 0.7% | +238.3% |
| 15 | Bradley & Co. Private Wealth Management, LLC | 144,942 | $3.4M | 1.6% | 0.7% | 0.0% |
| 16 | WELLS FARGO & COMPANY/MN | 132,704 | $3.1M | 0.0% | 0.6% | +4.9% |
| 17 | Integrated Wealth Concepts LLC | 126,840 | $3.0M | 0.0% | 0.6% | +25.9% |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 120,176 | $2.8M | 0.0% | 0.6% | +10.8% |
| 19 | Sigma Planning Corp | 82,373 | $1.9M | 0.0% | 0.4% | +6.5% |
| 20 | JANE STREET GROUP, LLCNEW | 59,886 | $1.4M | 0.0% | 0.3% | new |
| 21 | Robertson Stephens Wealth Management, LLC | 54,010 | $1.3M | 0.0% | 0.3% | +47.9% |
| 22 | Lido Advisors, LLC | 44,828 | $1.0M | 0.0% | 0.2% | -34.0% |
| 23 | UBS Group AG | 43,551 | $1.0M | 0.0% | 0.2% | +11.2% |
| 24 | FOCUSED ALPHA, LLC | 39,247 | $917,990 | 0.2% | 0.2% | +0.9% |
| 25 | ROYAL BANK OF CANADA | 36,954 | $865,000 | 0.0% | 0.2% | -1.4% |
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.