I
iShares iBonds 2031 Term High Yield and Income
IBHK • BATS
iShares iBonds 2031 Term High Yield and Income is an exchange-traded fund on BATS. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $18.0M. LBMC INVESTMENT ADVISORS, LLC is the largest holder with a position valued at $8.3M.
Overview
Overview of institutional ownership in IBHK as of Q3 2025
All Institutions
- Institutions
- 22
- Value Held
- $18.0M
- Shares Held
- 691.1K
- Avg Position
- $820.0K
- Median Position
- $223.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IBHK as of Q3 2025
| Institution | Position Value |
|---|---|
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $8.3M 0.53% of portfolio |
 Keeler THomas Management LLC RIA/Wealth | $2.4M 1.06% of portfolio |
 Straight Path Wealth Management RIA/Wealth | $1.4M 0.38% of portfolio |
 WRAPMANAGER INC RIA/Wealth | $1.0M 0.31% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $974.9K 0.00% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $856.1K 0.01% of portfolio |
J JANE STREET GROUP, LLC Institution | $828.1K 0.00% of portfolio |
F Freestone Capital Holdings, LLC RIA/Wealth | $456.6K 0.01% of portfolio |
H Helen Stephens Group, LLC Institution | $297.4K 0.07% of portfolio |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $254.9K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBHK in Q3 2025
- Traded
- +$10.2M
- Buyers
- 17
- Sellers
- 2
- Total Bought
- +$10.3M
- Total Sold
- −$146.2K
- Avg Position
- $820.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$6.5M +248.1K shares |
J JANE STREET GROUP, LLC Institution | +$828.1K +31.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$757.3K +29.0K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | +$456.6K +17.5K shares |
H Helen Stephens Group, LLC Institution | +$297.4K +11.4K shares |
Straight Path Wealth Management RIA/Wealth | +$269.3K +10.3K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$254.9K +9.8K shares |
F FLOW TRADERS U.S. LLC Institution | +$225.2K +8.6K shares |
L LPL Financial LLC Institution | +$202.2K +7.7K shares |
 Reliant Wealth Planning RIA/Wealth | +$201.1K +7.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WRAPMANAGER INC RIA/Wealth | −$141.5K −5.4K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$4.7K −180.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBHK in Q3 2025
- New Positions
- 8
- New Value
- $1.6M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
F Freestone Capital Holdings, LLC RIA/Wealth | $456.6K 17.5K shares |
H Helen Stephens Group, LLC Institution | $297.4K 11.4K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $254.9K 9.8K shares |
L LPL Financial LLC Institution | $202.2K 7.7K shares |
Reliant Wealth Planning RIA/Wealth | $201.1K 7.7K shares |
 Orion Capital Management LLC RIA/Wealth | $78.3K 3.0K shares |
 MORGAN STANLEY RIA/Wealth | $77.0K 2.9K shares |
H HAZLETT, BURT & WATSON, INC. Institution | $4.0K 152.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in IBHK 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 IBHK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Keeler THomas Management LLC RIA/Wealth | 1.06% $2.4M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.53% $8.3M |
Straight Path Wealth Management RIA/Wealth | 0.38% $1.4M |
WRAPMANAGER INC RIA/Wealth | 0.31% $1.0M |
Reliant Wealth Planning RIA/Wealth | 0.07% $201.1K |
H Helen Stephens Group, LLC Institution | 0.07% $297.4K |
Orion Capital Management LLC RIA/Wealth | 0.03% $78.3K |
 BARRETT & COMPANY, INC. RIA/Wealth | 0.02% $46.3K |
F Freestone Capital Holdings, LLC RIA/Wealth | 0.01% $456.6K |
F FLOW TRADERS U.S. LLC Institution | 0.01% $225.2K |