iShares iBonds 2026 Term High Yield and Income ETF
IBHF
76 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 18 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more capital invested
Capital invested by funds: $192M → $257M (+$65.8M)
19% more funds holding
Funds holding: 64 → 76 (+12)
8.06% less ownership
Funds ownership: 77.41% → 69.35% (-8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$20.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.62M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$5.83M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.55M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$6.43M |
| 3 |
Jane Street
New York
|
-$2.25M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$1.67M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$834K |
IBHF Hedge Fund Activity: Q1 2024 in Review
76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q1 2024, worth a combined $257M — up 34% from $192M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBHF positions and 4 closed out — a net gain of 14 holders — while 35 added to existing stakes and 14 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $20.2M. The largest seller was Morgan Stanley, cutting an estimated $9.55M.
- 76 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q1 2024, up from 64 in Q4 2023.
- Funds reported $257M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q1 2024, up 34% quarter-over-quarter.
- 18 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q1 2024 and 4 closed out, a net change of +14 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q1 2024 was Goldman Sachs, an estimated $20.2M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.55M sold.
Based on aggregated 13F filings for Q1 2024.