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iShares iBonds 2026 Term High Yield and Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
33
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$222K +$222K +9,689 New
SHIM
52
Stone House Investment Management
Pennsylvania
$157K +$157K +6,833 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$135K +$53.7K +2,337 +66%
EWM
54
Evermay Wealth Management
Virginia
$115K +$115K +5,000 New
GRP
55
Global Retirement Partners
California
$87.2K -$349K -15,232 -80%
PS
56
Principal Securities
Iowa
$63.6K +$63.6K +2,774 New
PA
57
Parallel Advisors
California
$25.2K
VNA
58
Valley National Advisers
Pennsylvania
$25K +$619 +28 +3%
Comerica Bank
59
Comerica Bank
Texas
$21.3K
PA
60
PSI Advisors
Florida
$20.4K
PPWM
61
PFG Private Wealth Management
Florida
$13.5K
CTWM
62
Cherry Tree Wealth Management
Minnesota
$10.2K +$10.2K +447 New
BCPWM
63
Bradley & Co Private Wealth Management
Florida
$6.88K
MFT
64
Moisand Fitzgerald Tamayo
Florida
$23
AWS
65
Atria Wealth Solutions
New York
-$414K -18,359 Closed
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
-$396K -17,555 Closed
HL
67
HeadInvest LLC
Maine
-$144K -6,450 Closed
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
-$25K -1,110 Closed
FFA
69
Farther Finance Advisors
California
-$20.9K -926 Closed