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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

87 hedge funds and large institutions have $302M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $254M → $302M (+$48.7M)

4% more funds holding

Funds holding: 84 → 87 (+3)

2.67% less ownership

Funds ownership: 63.23% → 60.56% (-2.7%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
47
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.9M
2
PAG
Private Advisor Group
New Jersey
+$4.5M
3
LPL Financial
LPL Financial
California
+$3.49M
4
CL
COWA LLC
Oklahoma
+$3.09M
5
Wells Fargo
Wells Fargo
California
+$3.06M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$11.3M
2
SWM
Scissortail Wealth Management
Oklahoma
-$2.89M
3
Jane Street
Jane Street
New York
-$1.85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.18M
5
KF
Krilogy Financial
Missouri
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$3.06M +$3.01M +130,545 New
Osaic Holdings
27
Osaic Holdings
Arizona
$2.95M +$852K +36,923 +41%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.6M -$168K -7,274 -6%
ACM
29
Absolute Capital Management
Pennsylvania
$2.49M -$54.4K -2,355 -2%
RJA
30
Raymond James & Associates
Florida
$2.01M +$531K +23,007 +37%
ECM
31
Evergreen Capital Management
Washington
$1.74M +$1.5M +64,975 +699%
IA
32
IFP Advisors
Florida
$1.72M +$69.5K +3,009 +4%
SPWM
33
Straight Path Wealth Management
Michigan
$1.72M +$78.1K +3,382 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.69M +$481K +20,830 +41%
TFS
35
Thoroughbred Financial Services
Tennessee
$1.43M -$61.1K -2,649 -4%
KPWS
36
Kestra Private Wealth Services
Texas
$1.26M +$245K +10,615 +25%
IF
37
Ironwood Financial
Arizona
$1.22M +$287K +12,421 +31%
NA
38
NewEdge Advisors
Louisiana
$1.21M -$11.3M -490,886 -90%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.21M +$229K +9,940 +24%
SWA
40
Sightline Wealth Advisors
Connecticut
$1.13M +$377K +16,352 +51%
WRPWM
41
Werba Rubin Papier Wealth Management
California
$1.09M – – –
WI
42
WrapManager Inc
California
$1.04M +$143K +6,199 +16%
TWP
43
Tempus Wealth Planning
California
$1.02M +$1.01M +43,544 New
RSWM
44
Robertson Stephens Wealth Management
California
$998K -$98.7K -4,277 -9%
SWP
45
Summit Wealth Partners
Florida
$961K – – –
BPA
46
Beacon Pointe Advisors
California
$957K -$28.7K -1,243 -3%
NL
47
NWAM LLC
Washington
$880K +$868K +37,607 New
MFG
48
MTM Financial Group
Pennsylvania
$790K +$528K +22,858 +210%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$757K +$746K +32,332 New
AWM
50
AE Wealth Management
Kansas
$722K +$126K +5,439 +21%
1
2
3 4

IBHF Hedge Fund Activity: Q3 2024 in Review

87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2024, worth a combined $302M — up 19% from $254M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBHF positions and 7 closed out — a net gain of 3 holders — while 47 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was NewEdge Advisors, cutting an estimated $11.3M.

  • 87 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $302M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 10 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2024 and 7 closed out, a net change of +3 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2024 was Bank of America, an estimated $18.9M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2024 was NewEdge Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.