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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

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
Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.94%
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

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$21.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
Bank of America
3
Bank of America
North Carolina
$23.3M
4
RA
4
Ruggaard & Associates
Ohio
$12.5M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.25M
2
ACM
2
Absolute Capital Management
Pennsylvania
$2.19M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$1.67M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$1.39M +$345K +15,047 +33%
SPWM
27
Straight Path Wealth Management
Michigan
$1.2M +$371K +16,187 +45%
SWP
28
Summit Wealth Partners
Florida
$981K +$93.2K +4,065 +10%
BPA
29
Beacon Pointe Advisors
California
$869K +$478K +20,845 +122%
IF
30
Ironwood Financial
Arizona
$728K +$191K +8,321 +35%
WI
31
WrapManager Inc
California
$645K +$87.1K +3,801 +16%
SCA
32
Snowden Capital Advisors
New York
$627K +$35.6K +1,554 +6%
IWC
33
Integrated Wealth Concepts
Massachusetts
$590K +$50.4K +2,198 +9%
PFM
34
Phillips Financial Management
Indiana
$573K +$201K +8,768 +54%
Osaic Holdings
35
Osaic Holdings
Arizona
$552K +$245K +10,691 +80%
SWA
36
Sightline Wealth Advisors
Connecticut
$509K +$145K +6,330 +40%
CA
37
Cetera Advisors
Colorado
$469K +$73.2K +3,195 +19%
OMC
38
Old Mission Capital
Illinois
$427K +$427K +18,646 New
CPRC
39
Consolidated Portfolio Review Corp
New York
$321K +$18.7K +817 +6%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$315K +$315K +13,728 New
AC
41
Adroit Compliance
$315K +$315K +13,728 New
SS
42
Sunbelt Securities
Texas
$303K – – –
MAWAG
43
Mid-American Wealth Advisory Group
Missouri
$300K +$300K +13,094 New
RJA
44
Raymond James & Associates
Florida
$291K +$291K +12,691 New
QCIG
45
Quad-Cities Investment Group
Iowa
$250K +$250K +10,914 New
WCM
46
Windsor Capital Management
Arizona
$242K +$242K +10,543 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$241K – – –
KPWS
48
Kestra Private Wealth Services
Texas
$239K +$239K +10,408 New
UBS Group
49
UBS Group
Switzerland
$236K +$47.1K +2,054 +25%
WP
50
WealthSource Partners
California
$230K +$230K +10,020 New
1
2
3