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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

86 hedge funds and large institutions have $301M 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, 46 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.24%
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
46
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
PAG
2
Private Advisor Group
New Jersey
$6.25M
3
LPL Financial
3
LPL Financial
California
$10.9M
4
CL
4
COWA LLC
Oklahoma
$6.25M
5
Wells Fargo
5
Wells Fargo
California
$12.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.16M
2
NA
2
NewEdge Advisors
Louisiana
$1.21M
3
Jane Street
3
Jane Street
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.84M
5
KF
5
Krilogy Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$3.06M +$3.06M +130,545 New
Osaic Holdings
27
Osaic Holdings
Arizona
$2.95M +$865K +36,923 +41%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.6M -$170K -7,274 -6%
ACM
29
Absolute Capital Management
Pennsylvania
$2.49M -$55.1K -2,355 -2%
RJA
30
Raymond James & Associates
Florida
$2.01M +$539K +23,007 +37%
ECM
31
Evergreen Capital Management
Washington
$1.74M +$1.52M +64,975 +699%
IA
32
IFP Advisors
Florida
$1.72M +$70.4K +3,009 +4%
SPWM
33
Straight Path Wealth Management
Michigan
$1.72M +$79.2K +3,382 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.69M +$488K +20,830 +41%
TFS
35
Thoroughbred Financial Services
Tennessee
$1.43M -$62K -2,649 -4%
KPWS
36
Kestra Private Wealth Services
Texas
$1.26M +$248K +10,615 +25%
IF
37
Ironwood Financial
Arizona
$1.22M +$291K +12,421 +31%
NA
38
NewEdge Advisors
Louisiana
$1.21M -$11.5M -490,886 -90%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.21M +$233K +9,940 +24%
SWA
40
Sightline Wealth Advisors
Connecticut
$1.13M +$383K +16,352 +51%
WRPWM
41
Werba Rubin Papier Wealth Management
California
$1.09M – – –
WI
42
WrapManager Inc
California
$1.04M +$145K +6,199 +16%
TWP
43
Tempus Wealth Planning
California
$1.02M +$1.02M +43,544 New
RSWM
44
Robertson Stephens Wealth Management
California
$998K -$100K -4,277 -9%
SWP
45
Summit Wealth Partners
Florida
$961K – – –
BPA
46
Beacon Pointe Advisors
California
$957K -$29.1K -1,243 -3%
NL
47
NWAM LLC
Washington
$880K +$880K +37,607 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$757K +$757K +32,332 New
AWM
49
AE Wealth Management
Kansas
$722K +$127K +5,439 +21%
SCA
50
Snowden Capital Advisors
New York
$696K -$234 -10 -0%
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