I
iShares iBonds 2028 Term High Yield and Income
IBHH • BATS
iShares iBonds 2028 Term High Yield and Income is an exchange-traded fund on BATS. As of Q3 2025, 71 institutional investors hold shares in this ETF, with total holdings valued at $215.8M. LBMC INVESTMENT ADVISORS, LLC is the largest holder with a position valued at $36.2M.
Overview
Overview of institutional ownership in IBHH as of Q3 2025
All Institutions
- Institutions
- 71
- Value Held
- $215.8M
- Shares Held
- 9.0M
- Avg Position
- $3.0M
- Median Position
- $548.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IBHH as of Q3 2025
| Institution | Position Value |
|---|---|
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $36.2M 2.31% of portfolio |
$26.9M 1.15% of portfolio | |
 Goss Wealth Management LLC RIA/Wealth | $18.2M 0.08% of portfolio |
L LPL Financial LLC Institution | $16.0M 0.00% of portfolio |
 Keeler THomas Management LLC RIA/Wealth | $9.8M 4.27% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $8.0M 0.01% of portfolio |
 Apollon Wealth Management, LLC RIA/Wealth | $7.9M 0.14% of portfolio |
 Commonwealth Financial Services, LLC RIA/Wealth | $7.8M 1.35% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $7.7M 0.01% of portfolio |
 Mutual Advisors, LLC RIA/Wealth | $7.3M 0.16% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBHH in Q3 2025
- Net Flow
- +$40.4M
- Buyers
- 38
- Sellers
- 14
- Total Bought
- +$46.2M
- Total Sold
- −$5.8M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$10.5M +442.1K shares |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$8.2M +342.1K shares |
 Ironwood Wealth Management, llc RIA/Wealth | +$6.9M +291.3K shares |
Goss Wealth Management LLC RIA/Wealth | +$5.8M +241.2K shares |
J JANE STREET GROUP, LLC Institution | +$3.6M +149.9K shares |
 WELLS FARGO & COMPANY/MN Institution | +$1.8M +77.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$1.8M +74.1K shares |
+$1.5M +63.9K shares | |
R ROYAL BANK OF CANADA Institution | +$1.1M +45.3K shares |
 MORGAN STANLEY RIA/Wealth | +$813.0K +34.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Summit Investment Advisory Services, LLC RIA/Wealth | −$2.3M −96.4K shares |
 GAMMA Investing LLC Long Only Manager | −$1.1M −45.5K shares |
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth | −$881.9K −37.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$444.9K −18.7K shares |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | −$306.1K −12.9K shares |
 BridgePort Financial Solutions, LLC RIA/Wealth | −$248.9K −10.5K shares |
 WRAPMANAGER INC RIA/Wealth | −$151.0K −6.3K shares |
 Sightline Wealth Advisors, LLC RIA/Wealth | −$113.4K −4.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$93.2K −3.9K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | −$55.2K −2.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBHH in Q3 2025
- New Positions
- 16
- New Value
- $11.3M
- Exited Positions
- 6
- Exited Value
- $4.2M
New Positions
| Institution | Position Value |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $8.0M 334.2K shares |
 Federation des caisses Desjardins du Quebec Fund of Funds | $670.5K 28.1K shares |
 Simplicity Wealth,LLC RIA/Wealth | $493.0K 20.7K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $454.8K 19.1K shares |
$448.4K 18.8K shares | |
H Helen Stephens Group, LLC Institution | $347.4K 14.6K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $290.1K 12.2K shares |
 Evanson Asset Management, LLC RIA/Wealth | $256.1K 10.7K shares |
T TABLEAUX LLC Institution | $239.5K 10.0K shares |
 High Note Wealth, LLC RIA/Wealth | $18.1K 759.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | $2.3M 96.4K shares |
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth | $881.9K 37.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $444.9K 18.7K shares |
Marble Harbor Investment Counsel, LLC RIA/Wealth | $306.1K 12.9K shares |
BridgePort Financial Solutions, LLC RIA/Wealth | $248.9K 10.5K shares |
 BANK OF MONTREAL /CAN/ Institution | $36.0K 1.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBHH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBHH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Keeler THomas Management LLC RIA/Wealth | 4.27% $9.8M |
 LITTLEJOHN FINANCIAL SERVICES, INC. RIA/Wealth | 3.60% $4.9M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 2.31% $36.2M |
Commonwealth Financial Services, LLC RIA/Wealth | 1.35% $7.8M |
Ironwood Wealth Management, llc RIA/Wealth | 1.29% $7.3M |
1.15% $26.9M | |
 Straight Path Wealth Management RIA/Wealth | 0.74% $2.6M |
Sightline Wealth Advisors, LLC RIA/Wealth | 0.54% $1.2M |
WRAPMANAGER INC RIA/Wealth | 0.31% $1.0M |
H Heartland Bank & Trust Co Institution | 0.25% $608.7K |