We are live on ! Find out more
IBHF icon

iShares iBonds 2026 Term High Yield and Income ETF
IBHF

64 hedge funds and large institutions have $192M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

168% more capital invested

Capital invested by funds: $71.6M → $192M (+$120M)

25% more funds holding

Funds holding: 51 → 64 (+13)

16.3% more ownership

Funds ownership: 61.11% → 77.41% (+16%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
33
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$19.8M
2
Morgan Stanley
Morgan Stanley
New York
+$15.9M
3
Bank of America
Bank of America
North Carolina
+$14.2M
4
RA
Ruggaard & Associates
Ohio
+$12.3M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.5M
2
ACM
Absolute Capital Management
Pennsylvania
-$1.45M
3
GBWM
Granite Bay Wealth Management
New Hampshire
-$1.17M
4
AWS
Atria Wealth Solutions
New York
-$414K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1.39M +$339K +15,047 +33%
SPWM
27
Straight Path Wealth Management
Michigan
$1.2M +$365K +16,187 +45%
SWP
28
Summit Wealth Partners
Florida
$981K +$91.7K +4,065 +10%
BPA
29
Beacon Pointe Advisors
California
$869K +$470K +20,845 +122%
IF
30
Ironwood Financial
Arizona
$728K +$188K +8,321 +35%
WI
31
WrapManager Inc
California
$645K +$85.7K +3,801 +16%
SCA
32
Snowden Capital Advisors
New York
$627K +$35.1K +1,554 +6%
IWC
33
Integrated Wealth Concepts
Massachusetts
$590K +$49.6K +2,198 +9%
PFM
34
Phillips Financial Management
Indiana
$573K +$198K +8,768 +54%
Osaic Holdings
35
Osaic Holdings
Arizona
$552K +$241K +10,691 +80%
SWA
36
Sightline Wealth Advisors
Connecticut
$509K +$143K +6,330 +40%
CA
37
Cetera Advisors
Colorado
$469K +$72.1K +3,195 +19%
OMC
38
Old Mission Capital
Illinois
$427K +$421K +18,646 New
CPRC
39
Consolidated Portfolio Review Corp
New York
$321K +$18.4K +817 +6%
AC
40
Adroit Compliance
$315K +$310K +13,728 New
KFAA
41
Klaas Financial Asset Advisors
Illinois
$315K +$310K +13,728 New
SS
42
Sunbelt Securities
Texas
$303K – – –
MAWAG
43
Mid-American Wealth Advisory Group
Missouri
$300K +$295K +13,094 New
RJA
44
Raymond James & Associates
Florida
$291K +$286K +12,691 New
QCIG
45
Quad-Cities Investment Group
Iowa
$250K +$246K +10,914 New
WCM
46
Windsor Capital Management
Arizona
$242K +$238K +10,543 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$241K – – –
KPWS
48
Kestra Private Wealth Services
Texas
$239K +$235K +10,408 New
UBS Group
49
UBS Group
Switzerland
$236K +$46.3K +2,054 +25%
WP
50
WealthSource Partners
California
$230K +$226K +10,020 New
1
2
3

IBHF Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2023, worth a combined $192M — up 168% from $71.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBHF positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 5 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $19.8M. The largest seller was Jane Street, cutting an estimated $1.5M.

  • 64 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $192M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2023, up 168% quarter-over-quarter.
  • 18 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2023 and 5 closed out, a net change of +13 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $19.8M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2023 was Jane Street, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2023.