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iShares iBonds 2026 Term High Yield and Income ETF

84 hedge funds and large institutions have $254M 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, 47 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

11% more funds holding

Funds holding: 7684 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $257M → $254M (-$3.86M)

6.12% less ownership

Funds ownership: 69.35%63.23% (-6.1%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% 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
47
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.04M +$692K +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 +$1.64M +71,820 New
IA
30
IFP Advisors
Florida
$1.62M +$185K +8,079 +13%
SPWM
31
Straight Path Wealth Management
Michigan
$1.6M +$183K +8,010 +13%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.46M +$56K +2,452 +4%
RJA
33
Raymond James & Associates
Florida
$1.44M +$875K +38,286 +157%
GI
34
GAMMA Investing
California
$1.4M +$850K +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 -$1.6M -70,065 -60%
WRPWM
37
Werba Rubin Papier Wealth Management
California
$1.07M +$405K +17,739 +61%
KF
38
Krilogy Financial
Missouri
$1.03M +$1.03M +44,974 New
KPWS
39
Kestra Private Wealth Services
Texas
$988K +$231K +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%
JP Morgan Chase
42
JP Morgan Chase
New York
$952K +$950K +41,559 New
SWP
43
Summit Wealth Partners
Florida
$941K -$29.9K -1,310 -3%
IF
44
Ironwood Financial
Arizona
$906K +$175K +7,664 +24%
WI
45
WrapManager Inc
California
$872K +$55.9K +2,446 +7%
SWA
46
Sightline Wealth Advisors
Connecticut
$734K +$214K +9,347 +41%
SCA
47
Snowden Capital Advisors
New York
$681K -$34.6K -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

IBHF Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2024, worth a combined $254M — down 1.5% from $257M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBHF positions and 7 closed out — a net gain of 9 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $20.3M sold.

  • 84 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $254M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 16 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2024 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2024 was Wells Fargo, an estimated $3.5M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2024 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2024.