iShares iBonds 2030 Term High Yield and Income
IBHJ • BATS
iShares iBonds 2030 Term High Yield and Income is an exchange-traded fund on BATS. As of Q3 2025, 32 institutional investors hold shares in this ETF, with total holdings valued at $36.3M. LBMC INVESTMENT ADVISORS, LLC is the largest holder with a position valued at $14.0M.
Overview
Overview of institutional ownership in IBHJ as of Q3 2025
All Institutions
- Institutions
- 32
- Value Held
- $36.3M
- Shares Held
- 1.4M
- Avg Position
- $1.1M
- Median Position
- $323.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IBHJ as of Q3 2025
| Institution | Position Value |
|---|---|
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $14.0M 0.89% of portfolio |
 Michael S. Ryan, Inc. RIA/Wealth | $5.1M 3.05% of portfolio |
 Keeler THomas Management LLC RIA/Wealth | $2.4M 1.06% of portfolio |
J JANE STREET GROUP, LLC Institution | $2.0M 0.00% of portfolio |
 Straight Path Wealth Management RIA/Wealth | $1.7M 0.48% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $1.7M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.5M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.3M 0.00% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $1.0M 0.01% of portfolio |
 WRAPMANAGER INC RIA/Wealth | $1.0M 0.31% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBHJ in Q3 2025
- Traded
- +$10.5M
- Buyers
- 23
- Sellers
- 3
- Total Bought
- +$10.7M
- Total Sold
- −$213.3K
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$6.5M +244.3K shares |
J JANE STREET GROUP, LLC Institution | +$888.5K +33.2K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$705.6K +29.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$536.9K +20.0K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | +$456.5K +17.0K shares |
Straight Path Wealth Management RIA/Wealth | +$342.1K +12.8K shares |
H Helen Stephens Group, LLC Institution | +$297.6K +11.1K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$261.7K +9.8K shares |
 M3 Advisory Group, LLC RIA/Wealth | +$200.3K +7.5K shares |
L LPL Financial LLC Institution | +$134.1K +5.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WRAPMANAGER INC RIA/Wealth | −$156.8K −5.9K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$55.9K −2.1K shares |
B BlackRock, Inc. Institution | −$509.2 −19.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBHJ in Q3 2025
- New Positions
- 9
- New Value
- $1.8M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $705.6K 29.6K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $456.5K 17.0K shares |
H Helen Stephens Group, LLC Institution | $297.6K 11.1K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $261.7K 9.8K shares |
 Orion Capital Management LLC RIA/Wealth | $80.4K 3.0K shares |
H HAZLETT, BURT & WATSON, INC. Institution | $17.7K 659.0 shares |
 HM PAYSON & CO RIA/Wealth | $10.1K 377.0 shares |
 Hartland & Co., LLC RIA/Wealth | $4.1K 154.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $3.5K 131.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in IBHJ 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 IBHJ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Michael S. Ryan, Inc. RIA/Wealth | 3.05% $5.1M |
Keeler THomas Management LLC RIA/Wealth | 1.06% $2.4M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.89% $14.0M |
Straight Path Wealth Management RIA/Wealth | 0.48% $1.7M |
WRAPMANAGER INC RIA/Wealth | 0.31% $1.0M |
M3 Advisory Group, LLC RIA/Wealth | 0.12% $200.3K |
H Helen Stephens Group, LLC Institution | 0.07% $297.6K |
Orion Capital Management LLC RIA/Wealth | 0.03% $80.4K |
 BARRETT & COMPANY, INC. RIA/Wealth | 0.02% $46.6K |
F Freestone Capital Holdings, LLC RIA/Wealth | 0.01% $456.5K |