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iShares iBonds 2026 Term High Yield and Income ETF

138 hedge funds and large institutions have $562M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
1.85%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
18
Increased
76
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$6.1M +$107K +4,608 +2%
HC
27
Hurley Capital
New York
$5.8M +$791K +34,057 +16%
ECM
28
Evergreen Capital Management
Washington
$5.39M +$594K +25,574 +12%
TWP
29
Tempus Wealth Planning
California
$4.87M +$498K +21,442 +11%
NA
30
NewEdge Advisors
Louisiana
$4.71M +$30.9K +1,332 +0.7%
AAS
31
Avantax Advisory Services
Texas
$4.71M +$1.45M +62,207 +44%
Lido Advisors
32
Lido Advisors
California
$4.13M -$322K -13,876 -7%
FA
33
FF Advisors
California
$4.13M +$142K +6,112 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.9M -$881K -38,062 -18%
HNW
35
High Note Wealth
Minnesota
$3.49M +$3.49M +150,167 New
SIA
36
SkyView Investment Advisors
New Jersey
$3.47M -$1.47M -63,125 -30%
EWA
37
EP Wealth Advisors
California
$3.44M -$286K -12,322 -8%
KPWS
38
Kestra Private Wealth Services
Texas
$3.35M +$331K +14,265 +11%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.34M +$183K +7,896 +6%
SWM
40
Scissortail Wealth Management
Oklahoma
$3.27M -$116K -5,007 -3%
SWP
41
Stratos Wealth Partners
Ohio
$3.22M +$1.29M +55,569 +67%
WIA
42
World Investment Advisors
California
$3.22M -$196K -8,441 -6%
AWS
43
Atria Wealth Solutions
New York
$3.17M +$50.2K +2,160 +2%
PCS
44
Private Client Services
Kentucky
$3M -$156K -6,734 -5%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.93M +$592K +25,499 +25%
CFS
46
Commonwealth Financial Services
West Virginia
$2.33M -$497K -21,390 -18%
SPWM
47
Straight Path Wealth Management
Michigan
$2.32M +$250K +10,778 +12%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.18M +$54.5K +2,345 +3%
CFG
49
Carr Financial Group
Massachusetts
$1.94M +$290K +12,504 +18%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.86M +$41.3K +1,780 +2%