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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

138 hedge funds and large institutions have $557M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 27

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $497M → $557M (+$59.9M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.29% more ownership

Funds ownership: 62.03% → 64.32% (+2.3%)

2% more funds holding

Funds holding: 135 → 138 (+3)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
1.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
17
Increased
78
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Sterling Financial Group
California
+$27.9M
2
AF
Arrow Financial
New York
+$8.98M
3
OMC
Old Mission Capital
Illinois
+$8.22M
4
LFS
Littlejohn Financial Services
Oregon
+$4.75M
5
Wells Fargo
Wells Fargo
California
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.7M
2
Goldman Sachs
Goldman Sachs
New York
-$6.93M
3
Jane Street
Jane Street
New York
-$5.7M
4
GI
GAMMA Investing
California
-$4.61M
5
SIA
SkyView Investment Advisors
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
26
Hurley Capital
New York
$5.8M +$785K +34,057 +16%
ECM
27
Evergreen Capital Management
Washington
$5.39M +$590K +25,574 +12%
TWP
28
Tempus Wealth Planning
California
$4.87M +$494K +21,442 +11%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.86M +$68.6K +2,973 +1%
NA
30
NewEdge Advisors
Louisiana
$4.71M +$30.7K +1,332 +0.7%
AAS
31
Avantax Advisory Services
Texas
$4.71M +$1.43M +62,207 +44%
Lido Advisors
32
Lido Advisors
California
$4.13M -$320K -13,876 -7%
FA
33
FF Advisors
California
$4.13M +$141K +6,112 +4%
HNW
34
High Note Wealth
Minnesota
$3.49M +$3.46M +150,167 New
SIA
35
SkyView Investment Advisors
New Jersey
$3.47M -$1.46M -63,125 -30%
EWA
36
EP Wealth Advisors
California
$3.44M -$284K -12,322 -8%
KPWS
37
Kestra Private Wealth Services
Texas
$3.35M +$329K +14,265 +11%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.34M +$182K +7,896 +6%
SWM
39
Scissortail Wealth Management
Oklahoma
$3.27M -$115K -5,007 -3%
SWP
40
Stratos Wealth Partners
Ohio
$3.22M +$1.28M +55,569 +67%
WIA
41
World Investment Advisors
California
$3.22M -$195K -8,441 -6%
AWS
42
Atria Wealth Solutions
New York
$3.17M +$49.8K +2,160 +2%
PCS
43
Private Client Services
Kentucky
$3M -$155K -6,734 -5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.93M +$588K +25,499 +25%
CFS
45
Commonwealth Financial Services
West Virginia
$2.33M -$493K -21,390 -18%
SPWM
46
Straight Path Wealth Management
Michigan
$2.32M +$249K +10,778 +12%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.18M +$54.1K +2,345 +3%
CFG
48
Carr Financial Group
Massachusetts
$1.94M +$288K +12,504 +18%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.86M +$41K +1,780 +2%
E3F
50
Eight 31 Financial
Texas
$1.84M +$11.2K +485 +0.6%
1
2
3 4 5

IBHF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2025, worth a combined $557M — up 12% from $497M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHF positions and 13 closed out — a net gain of 4 holders — while 78 added to existing stakes and 27 trimmed.

The largest buyer was Sterling Financial Group, opening a new position worth an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.

  • 138 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $557M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2025 and 13 closed out, a net change of +4 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2025 was Sterling Financial Group, an estimated $27.9M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2025 was Morgan Stanley, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.