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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

118 hedge funds and large institutions have $424M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

280% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

40% more capital invested

Capital invested by funds: $302M → $424M (+$122M)

36% more funds holding

Funds holding: 87 → 118 (+31)

4.92% more ownership

Funds ownership: 60.56% → 65.48% (+4.9%)

Holders
118
Holders Change
+31
Holders Change %
+35.63%
% of All Funds
1.55%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
57
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.2M
2
Bank of America
Bank of America
North Carolina
+$15.8M
3
PAG
Private Advisor Group
New Jersey
+$14.8M
4
Wells Fargo
Wells Fargo
California
+$6.59M
5
LIA
LBMC Investment Advisors
Tennessee
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.52M
2
LPL Financial
LPL Financial
California
-$1.23M
3
ACM
Absolute Capital Management
Pennsylvania
-$821K
4
FA
FF Advisors
California
-$549K
5
RSWM
Robertson Stephens Wealth Management
California
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$3.42M +$396K +17,024 +13%
HC
27
Hurley Capital
New York
$3.33M +$3.34M +143,535 New
AWS
28
Atria Wealth Solutions
New York
$3.22M -$47.8K -2,057 -1%
PCS
29
Private Client Services
Kentucky
$3.18M +$132K +5,700 +4%
SWM
30
Scissortail Wealth Management
Oklahoma
$3.12M +$3.13M +134,485 +99,619%
TWP
31
Tempus Wealth Planning
California
$3.04M +$2.04M +87,583 +201%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.99M +$425K +18,297 +16%
ECM
33
Evergreen Capital Management
Washington
$2.91M +$1.2M +51,625 +70%
EWA
34
EP Wealth Advisors
California
$2.8M +$2.81M +121,129 New
UBS Group
35
UBS Group
Switzerland
$2.33M +$2.05M +88,253 +709%
KPWS
36
Kestra Private Wealth Services
Texas
$2.09M +$851K +36,611 +68%
SPWM
37
Straight Path Wealth Management
Michigan
$1.92M +$222K +9,575 +13%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.82M +$148K +6,389 +9%
AF
39
Arrow Financial
New York
$1.72M +$1.73M +74,460 New
KF
40
Krilogy Financial
Missouri
$1.67M +$1.68M +72,160 New
IA
41
IFP Advisors
Florida
$1.66M -$42.4K -1,826 -2%
ACM
42
Absolute Capital Management
Pennsylvania
$1.64M -$821K -35,345 -33%
IWC
43
Integrated Wealth Concepts
Massachusetts
$1.64M +$448K +19,288 +37%
AAS
44
Avantax Advisory Services
Texas
$1.64M +$1.09M +47,010 +198%
NA
45
NewEdge Advisors
Louisiana
$1.41M +$212K +9,109 +18%
IF
46
Ironwood Financial
Arizona
$1.39M +$190K +8,166 +16%
TFS
47
Thoroughbred Financial Services
Tennessee
$1.33M -$78.4K -3,374 -6%
Citadel Advisors
48
Citadel Advisors
Florida
$1.31M +$1.31M +56,461 New
SWA
49
Sightline Wealth Advisors
Connecticut
$1.15M +$31.5K +1,354 +3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.15M +$399K +17,187 +53%
1
2
3 4 5

IBHF Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2024, worth a combined $424M — up 40% from $302M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBHF positions and 3 closed out — a net gain of 34 holders — while 57 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.52M.

  • 118 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $424M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 37 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2024 and 3 closed out, a net change of +34 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $28.2M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2024.