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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

51 hedge funds and large institutions have $71.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

51% more capital invested

Capital invested by funds: $47.5M → $71.6M (+$24M)

28% more funds holding

Funds holding: 40 → 51 (+11)

10.13% more ownership

Funds ownership: 50.98% → 61.11% (+10%)

Holders
51
Holders Change
+11
Holders Change %
+27.5%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
24
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.05M
2
GBWM
Granite Bay Wealth Management
New Hampshire
+$2.85M
3
Bank of America
Bank of America
North Carolina
+$2.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.97M
5
SWM
Scissortail Wealth Management
Oklahoma
+$1.58M

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
-$1.64M
2
Jane Street
Jane Street
New York
-$1.55M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$612K
4
DE
Day & Ennis
Georgia
-$303K
5
ACM
Absolute Capital Management
Pennsylvania
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
26
Ironwood Financial
Arizona
$528K +$46.4K +2,051 +10%
GRP
27
Global Retirement Partners
California
$423K +$65.5K +2,895 +18%
AWS
28
Atria Wealth Solutions
New York
$414K -$70.3K -3,108 -14%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$396K +$397K +17,555 New
CA
30
Cetera Advisors
Colorado
$389K +$20.1K +888 +5%
BPA
31
Beacon Pointe Advisors
California
$384K +$386K +17,058 New
PFM
32
Phillips Financial Management
Indiana
$366K +$521 +23 +0.1%
SWA
33
Sightline Wealth Advisors
Connecticut
$358K +$359K +15,882 New
Lido Advisors
34
Lido Advisors
California
$353K +$355K +15,668 New
Osaic Holdings
35
Osaic Holdings
Arizona
$302K +$244K +10,793 +416%
SS
36
Sunbelt Securities
Texas
$297K – – –
CPRC
37
Consolidated Portfolio Review Corp
New York
$297K +$5.75K +254 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$262K +$99.8K +4,409 +61%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$237K +$238K +10,502 New
UBS Group
40
UBS Group
Switzerland
$186K +$156K +6,905 +515%
HL
41
HeadInvest LLC
Maine
$144K +$146K +6,450 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$80K – – –
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$25K +$25.1K +1,110 New
VNA
44
Valley National Advisers
Pennsylvania
$25K +$453 +20 +2%
PA
45
Parallel Advisors
California
$24.8K – – –
Comerica Bank
46
Comerica Bank
Texas
$20.9K +$21K +929 New
FFA
47
Farther Finance Advisors
California
$20.9K – – –
PA
48
PSI Advisors
Florida
$20.1K +$20.1K +890 New
PPWM
49
PFG Private Wealth Management
Florida
$13.3K – – –
BCPWM
50
Bradley & Co Private Wealth Management
Florida
$6.76K – – –
1
2
3

IBHF Hedge Fund Activity: Q3 2023 in Review

51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2023, worth a combined $71.6M — up 51% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBHF positions and 4 closed out — a net gain of 11 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $4.05M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $1.64M.

  • 51 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $71.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2023, up 51% quarter-over-quarter.
  • 15 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2023 was Ashton Thomas Private Wealth, an estimated $4.05M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2023 was Robertson Stephens Wealth Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2023.