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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

75 hedge funds and large institutions have $257M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
35
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$20.3M
2
Bank of America
Bank of America
North Carolina
$42.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.8M
4
PPWM
PFG Private Wealth Management
Florida
$5.88M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$26.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.62M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.8M
3
Jane Street
Jane Street
New York
$0
4
GBWM
Granite Bay Wealth Management
New Hampshire
$0
5
AWM
AE Wealth Management
Kansas
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.8M +$1.8M +78,112 New
MAWAG
27
Mid-American Wealth Advisory Group
Missouri
$1.67M +$1.37M +59,460 +454%
IA
28
IFP Advisors
Florida
$1.44M +$43.8K +1,900 +3%
SPWM
29
Straight Path Wealth Management
Michigan
$1.43M +$223K +9,683 +19%
TFS
30
Thoroughbred Financial Services
Tennessee
$1.41M -$62.7K -2,722 -4%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.35M +$799K +34,647 +144%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$999K +$776K +33,650 +347%
SWP
33
Summit Wealth Partners
Florida
$977K -$10.1K -439 -1%
AWM
34
AE Wealth Management
Kansas
$929K -$839K -36,370 -47%
WI
35
WrapManager Inc
California
$822K +$173K +7,509 +27%
IWC
36
Integrated Wealth Concepts
Massachusetts
$816K +$222K +9,628 +37%
BPA
37
Beacon Pointe Advisors
California
$785K -$89K -3,858 -10%
KPWS
38
Kestra Private Wealth Services
Texas
$762K +$522K +22,616 +217%
IF
39
Ironwood Financial
Arizona
$735K +$2.35K +102 +0.3%
SCA
40
Snowden Capital Advisors
New York
$721K +$90.2K +3,910 +14%
CA
41
Cetera Advisors
Colorado
$702K +$231K +10,011 +49%
WRPWM
42
Werba Rubin Papier Wealth Management
California
$666K +$666K +28,899 New
MAG
43
M3 Advisory Group
Massachusetts
$666K +$666K +28,897 New
MHIC
44
Marble Harbor Investment Counsel
Massachusetts
$623K +$623K +27,000 New
PFM
45
Phillips Financial Management
Indiana
$587K +$10.1K +436 +2%
RJA
46
Raymond James & Associates
Florida
$562K +$270K +11,691 +92%
GI
47
GAMMA Investing
California
$550K +$550K +23,848 New
SWA
48
Sightline Wealth Advisors
Connecticut
$523K +$10.7K +465 +2%
CPRC
49
Consolidated Portfolio Review Corp
New York
$343K +$20.2K +876 +6%
PI
50
PFG Investments
New York
$343K +$343K +14,882 New
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