iShares iBonds 2027 Term High Yield and Income ETF (IBHG)
ETF ยท Cboe BZX
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 7, 2021.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- July 7, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 132 institutions reported holding IBHG, with 14.3 million shares worth $315.3 million in aggregate. The largest reported holder was UBS Group, with 1.8 million shares worth $39.9 million. Of the 5 largest holders listed below, 1 opened a new position in IBHG and 4 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| UBS Group | 1,807,096 | $40M | Added 439.61% |
| Lbmc Investment Advisors | 1,772,416 | $39M | Added 9.64% |
| Arrow Financial | 1,491,682 | $33M | New position |
| Lpl Financial | 1,250,152 | $28M | Added 9.36% |
| Wells Fargo & Company/MN | 810,422 | $18M | Added 1.34% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IBHG?
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 7, 2021.
Who are the largest institutional holders of IBHG?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBHG were UBS Group, Lbmc Investment Advisors and Arrow Financial.
How many institutions own IBHG?
132 institutions reported a position in IBHG for the quarter ended June 30, 2026, worth $315.3 million in total.
Did institutions buy or sell IBHG last quarter?
Of the 5 largest reported holders, 1 opened a new position in IBHG and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBHG.
Every reported institutional holder, plus insider and congressional trades in IBHG, on SentiSense.