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iShares iBonds 2026 Term High Yield and Income ETF

139 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, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$6.1M
HC
27
Hurley Capital
New York
$5.8M
ECM
28
Evergreen Capital Management
Washington
$5.39M
TWP
29
Tempus Wealth Planning
California
$4.87M
NA
30
NewEdge Advisors
Louisiana
$4.71M
AAS
31
Avantax Advisory Services
Texas
$4.71M
Lido Advisors
32
Lido Advisors
California
$4.13M
FA
33
FF Advisors
California
$4.13M
Osaic Holdings
34
Osaic Holdings
Arizona
$3.9M
HNW
35
High Note Wealth
Minnesota
$3.49M
SIA
36
SkyView Investment Advisors
New Jersey
$3.47M
EWA
37
EP Wealth Advisors
California
$3.44M
KPWS
38
Kestra Private Wealth Services
Texas
$3.35M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.34M
SWM
40
Scissortail Wealth Management
Oklahoma
$3.27M
SWP
41
Stratos Wealth Partners
Ohio
$3.22M
WIA
42
World Investment Advisors
California
$3.22M
AWS
43
Atria Wealth Solutions
New York
$3.17M
PCS
44
Private Client Services
Kentucky
$3M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.93M
CFS
46
Commonwealth Financial Services
West Virginia
$2.33M
SPWM
47
Straight Path Wealth Management
Michigan
$2.32M
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.18M
CFG
49
Carr Financial Group
Massachusetts
$1.94M
BCI
50
Brinker Capital Investments
Pennsylvania
$1.86M