iShares iBonds 2029 Term High Yield and Income ETF (IBHI)
ETF ยท Cboe BZX
iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 8, 2022.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- March 8, 2022
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 92 institutions reported holding IBHI, with 12.7 million shares worth $298.1 million in aggregate. The largest reported holder was Lbmc Investment Advisors, with 1.7 million shares worth $40.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lbmc Investment Advisors | 1,709,445 | $40M | Added 16.46% |
| Northwestern Mutual Wealth Management | 1,687,300 | $39M | Added 54.4% |
| Morgan Stanley | 1,556,885 | $36M | Added 11.04% |
| Newedge Advisors | 907,747 | $21M | Added 6.14% |
| Baltimore-Washington Financial Advisors | 710,128 | $17M | Added 8.86% |
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 IBHI?
iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 8, 2022.
Who are the largest institutional holders of IBHI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBHI were Lbmc Investment Advisors, Northwestern Mutual Wealth Management and Morgan Stanley.
How many institutions own IBHI?
92 institutions reported a position in IBHI for the quarter ended June 30, 2026, worth $298.1 million in total.
Did institutions buy or sell IBHI last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBHI.
Every reported institutional holder, plus insider and congressional trades in IBHI, on SentiSense.