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iShares iBonds 2026 Term High Yield and Income ETF

158 hedge funds and large institutions have $626M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

14% more funds holding

Funds holding: 138158 (+20)

12% more capital invested

Capital invested by funds: $557M → $626M (+$68.8M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.03% more ownership

Funds ownership: 64.32%64.35% (+0.03%)

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
31
Increased
82
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.83M +$6.79M +291,805 New
UBS Group
27
UBS Group
Switzerland
$6.26M +$119K +5,112 +2%
PCS
28
Private Client Services
Kentucky
$6.11M +$3.08M +132,301 +103%
ECM
29
Evergreen Capital Management
Washington
$5.91M +$481K +20,674 +9%
KPWS
30
Kestra Private Wealth Services
Texas
$5.35M +$1.96M +84,380 +58%
NA
31
NewEdge Advisors
Louisiana
$5.15M +$407K +17,507 +9%
MSRI
32
Michael S. Ryan Inc
New York
$4.94M +$4.91M +211,029 New
FA
33
FF Advisors
California
$4.53M +$363K +15,591 +9%
TWP
34
Tempus Wealth Planning
California
$4.42M -$480K -20,628 -10%
Jane Street
35
Jane Street
New York
$4.3M +$4.28M +183,898 New
HNW
36
High Note Wealth
Minnesota
$4.09M +$576K +24,761 +16%
Lido Advisors
37
Lido Advisors
California
$4.08M -$80.3K -3,454 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.84M -$1.06M -45,411 -22%
SIA
39
SkyView Investment Advisors
New Jersey
$3.83M +$324K +13,916 +9%
WIA
40
World Investment Advisors
California
$3.54M +$304K +13,063 +9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$3.37M +$11.9K +510 +0.4%
SWM
42
Scissortail Wealth Management
Oklahoma
$3.25M -$41.2K -1,770 -1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.98M +$26.4K +1,133 +0.9%
SPWM
44
Straight Path Wealth Management
Michigan
$2.68M +$347K +14,939 +15%
IF
45
Ironwood Financial
Arizona
$2.59M +$1.03M +44,382 +67%
CFS
46
Commonwealth Financial Services
West Virginia
$2.52M +$176K +7,574 +8%
AWM
47
AE Wealth Management
Kansas
$2.28M +$1.5M +64,358 +195%
E3F
48
Eight 31 Financial
Texas
$2.27M +$413K +17,773 +22%
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$2.1M +$2.09M +89,840 New
KF
50
Krilogy Financial
Missouri
$1.74M +$54.2K +2,331 +3%