Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was LBMC Investment Advisors, LLC (new position).
5 tracked 13F filers disclose a position in IBHM as of the latest SEC 13F filings, a combined $11.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 400K | $10.2M | —Held | Q2 2026 | |
| 2 | Jane Street Group, LLC | 40K | $1.0M | ▲New +40K sh | Q1 2026 | |
| 3 | LBMC Investment Advisors, LLC | 20K | $501K | ▲New +20K sh | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | 9K | $229K | ▲New +9K sh | Q2 2026 | |
| 5 | Bullock Wealth Management Group | 161 | $4K | ▲New +161 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in IBHM, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 1 funds | $311.2M |
| Invesco S&P 500 Equal WeightRSP | 1 funds | $280.6M |
| Ishares Russell 2000 ETFIWM | 1 funds | $211.2M |
| Ishares Core High Dividend EHDV | 1 funds | $63.2M |
| Ishares Core Msci Eafe ETFIEFA | 1 funds | $60.1M |
| Ishares Msci Eafe ETFEFA | 1 funds | $50.5M |
| Ishares Ibonds 2028 TM Hy InIBHH | 1 funds | $45.5M |
| Ishares Ibonds 2029 TM Hy InIBHI | 1 funds | $40.0M |
| Ishares Ibonds 2027 Hy IncIBHG | 1 funds | $39.1M |
| Ishares Select Dividend ETFDVY | 1 funds | $36.1M |
| Ishrs Ibds 2030 Hy & Inc ETFIBHJ | 1 funds | $31.5M |
| Vanguard Ftse Developed ETFVEA | 1 funds | $31.0M |
Ranked by how many of IBHM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBHM.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IBHM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBHM/capital-change-brief"
Use Arkolith's capital_change_brief for IBHM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IBHM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.