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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

38 hedge funds and large institutions have $47.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

46% more funds holding

Funds holding: 26 → 38 (+12)

42% more capital invested

Capital invested by funds: $33.5M → $47.6M (+$14.1M)

1.03% less ownership

Funds ownership: 60.6% → 59.57% (-1%)

Holders
38
Holders Change
+12
Holders Change %
+46.15%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
15
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Absolute Capital Management
Pennsylvania
+$2.94M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.13M
3
Bank of America
Bank of America
North Carolina
+$2.12M
4
Wells Fargo
Wells Fargo
California
+$1.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$563K

Top Sellers

Rank Fund Capital Flow
1
RSWM
Robertson Stephens Wealth Management
California
-$626K
2
CAN
Cetera Advisor Networks
California
-$437K
3
ASN
Advisory Services Network
Georgia
-$11.2K
4
WI
WrapManager Inc
California
-$7.34K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$258K +$256K +11,312 New
CA
27
Cetera Advisors
Colorado
$220K +$219K +9,670 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$165K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$81K +$80K +3,533 New
UBS Group
30
UBS Group
Switzerland
$65.8K +$65.4K +2,885 New
JP Morgan Chase
31
JP Morgan Chase
New York
$58K +$57.8K +2,549 New
GRP
32
Global Retirement Partners
California
$32.4K +$566 +25 +2%
PA
33
Parallel Advisors
California
$25.1K – – –
VNA
34
Valley National Advisers
Pennsylvania
$24K +$430 +19 +2%
FFA
35
Farther Finance Advisors
California
$21.1K – – –
PPWM
36
PFG Private Wealth Management
Florida
$13.5K – – –
BCPWM
37
Bradley & Co Private Wealth Management
Florida
$6.84K – – –
MFT
38
Moisand Fitzgerald Tamayo
Florida
$23 – – –
CAN
39
Cetera Advisor Networks
California
– -$437K -19,544 Closed
ASN
40
Advisory Services Network
Georgia
– -$11.2K -500 Closed
1
2

IBHF Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q1 2023, worth a combined $47.6M — up 42% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBHF positions and 2 closed out — a net gain of 12 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was Absolute Capital Management, opening a new position worth an estimated $2.94M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $626K.

  • 38 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $47.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 14 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q1 2023 was Absolute Capital Management, an estimated $2.94M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q1 2023 was Robertson Stephens Wealth Management, an estimated $626K sold.

Based on aggregated 13F filings for Q1 2023.