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iShares iBonds 2026 Term High Yield and Income ETF

83 hedge funds and large institutions have $253M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.04M +$694K +30,290 +52%
Jane Street
27
Jane Street
New York
$1.85M +$1.85M +80,967 New
AWS
28
Atria Wealth Solutions
New York
$1.83M +$1.83M +80,031 New
PAG
29
Private Advisor Group
New Jersey
$1.65M +$1.65M +71,820 New
IA
30
IFP Advisors
Florida
$1.62M +$185K +8,079 +13%
SPWM
31
Straight Path Wealth Management
Michigan
$1.6M +$184K +8,010 +13%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.46M +$56.1K +2,452 +4%
RJA
33
Raymond James & Associates
Florida
$1.44M +$877K +38,286 +157%
GI
34
GAMMA Investing
California
$1.4M +$852K +37,187 +156%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.17M +$181K +7,916 +18%
RSWM
36
Robertson Stephens Wealth Management
California
$1.07M -$1.61M -70,065 -60%
WRPWM
37
Werba Rubin Papier Wealth Management
California
$1.07M +$406K +17,739 +61%
KF
38
Krilogy Financial
Missouri
$1.03M +$1.03M +44,974 New
KPWS
39
Kestra Private Wealth Services
Texas
$988K +$232K +10,117 +31%
BPA
40
Beacon Pointe Advisors
California
$965K +$185K +8,085 +24%
IWC
41
Integrated Wealth Concepts
Massachusetts
$953K +$142K +6,210 +18%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$952K +$952K +41,559 New
SWP
43
Summit Wealth Partners
Florida
$941K -$30K -1,310 -3%
IF
44
Ironwood Financial
Arizona
$906K +$176K +7,664 +24%
WI
45
WrapManager Inc
California
$872K +$56K +2,446 +7%
SWA
46
Sightline Wealth Advisors
Connecticut
$734K +$214K +9,347 +41%
SCA
47
Snowden Capital Advisors
New York
$681K -$34.7K -1,516 -5%
MAG
48
M3 Advisory Group
Massachusetts
$676K +$13.9K +608 +2%
MHIC
49
Marble Harbor Investment Counsel
Massachusetts
$619K
PFM
50
Phillips Financial Management
Indiana
$583K