iShares iBonds 2026 Term High Yield and Income ETF
IBHF
26 hedge funds and large institutions have $33.5M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
102% more capital invested
Capital invested by funds: $16.6M → $33.5M (+$16.9M)
44% more funds holding
Funds holding: 18 → 26 (+8)
34.17% less ownership
Funds ownership: 94.77% → 60.6% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.6M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$5.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.97M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.37M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.26M |
| 3 |
Jane Street
New York
|
-$1.61M |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$35.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFT
26
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $22 | – | – | – |
|
|
27
BlackRock
New York
| – | -$4.37M | -200,000 | Closed |
|
|
FTUS
28
Flow Traders U.S.
New York
| – | -$2.26M | -103,489 | Closed |
|
|
29
Jane Street
New York
| – | -$1.61M | -73,514 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,213 | Closed |
|
IBHF Hedge Fund Activity: Q4 2022 in Review
26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2022, worth a combined $33.5M — up 102% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBHF positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.6M. The largest seller was BlackRock, exiting entirely with an estimated $4.37M sold.
- 26 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $33.5M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2022, up 102% quarter-over-quarter.
- 12 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2022 was Osaic Holdings, an estimated $6.6M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2022 was BlackRock, an estimated $4.37M sold.
Based on aggregated 13F filings for Q4 2022.