iShares iBonds 2026 Term High Yield and Income ETF
IBHF
64 hedge funds and large institutions have $192M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 5 closing their positions.
560% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 5
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
168% more capital invested
Capital invested by funds: $71.6M → $192M (+$120M)
25% more funds holding
Funds holding: 51 → 64 (+13)
16.3% more ownership
Funds ownership: 61.11% → 77.41% (+16%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.8M |
| 2 |
Morgan Stanley
New York
|
+$15.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 4 |
RA
Ruggaard & Associates
Hudson,
Ohio
|
+$12.3M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.5M |
| 2 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$1.45M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$1.17M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$414K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$396K |
IBHF Hedge Fund Activity: Q4 2023 in Review
64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2023, worth a combined $192M — up 168% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBHF positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $19.8M. The largest seller was Jane Street, cutting an estimated $1.5M.
- 64 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $192M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2023, up 168% quarter-over-quarter.
- 18 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2023 and 5 closed out, a net change of +13 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $19.8M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2023 was Jane Street, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2023.