iShares iBonds 2026 Term High Yield and Income ETF
IBHF
51 hedge funds and large institutions have $71.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 4 closing their positions.
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
51% more capital invested
Capital invested by funds: $47.5M → $71.6M (+$24M)
28% more funds holding
Funds holding: 40 → 51 (+11)
10.13% more ownership
Funds ownership: 50.98% → 61.11% (+10%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFT
51
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $23 | – | – | – |
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$612K | -26,880 | Closed |
|
|
DE
53
Day & Ennis
Macon,
Georgia
| – | -$303K | -13,332 | Closed |
|
|
SF
54
Safeguard Financial
Minocqua,
Wisconsin
| – | -$75K | -3,304 | Closed |
|
|
HWA
55
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$21.7K | -956 | Closed |
|
IBHF Hedge Fund Activity: Q3 2023 in Review
51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2023, worth a combined $71.6M — up 51% from $47.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBHF positions and 4 closed out — a net gain of 11 holders — while 24 added to existing stakes and 5 trimmed.
The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $4.05M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $1.64M.
- 51 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2023, up from 40 in Q2 2023.
- Funds reported $71.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2023, up 51% quarter-over-quarter.
- 15 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +11 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2023 was Ashton Thomas Private Wealth, an estimated $4.05M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2023 was Robertson Stephens Wealth Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2023.