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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

75 hedge funds and large institutions have $257M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
35
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$20.3M
2
Bank of America
Bank of America
North Carolina
$42.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.8M
4
PPWM
PFG Private Wealth Management
Florida
$5.88M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$26.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.62M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.8M
3
Jane Street
Jane Street
New York
$0
4
GBWM
Granite Bay Wealth Management
New Hampshire
$0
5
AWM
AE Wealth Management
Kansas
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
Seaview Investment Managers
Florida
$336K +$336K +14,570 New
SS
52
Sunbelt Securities
Texas
$304K – – –
KFAA
53
Klaas Financial Asset Advisors
Illinois
$301K -$16K -693 -5%
APW
54
Austin Private Wealth
Texas
$289K +$289K +12,650 New
SPC
55
Sigma Planning Corp
Michigan
$274K +$274K +11,879 New
LNC
56
Lincoln National Corp
Pennsylvania
$266K +$266K +11,525 New
WCM
57
Windsor Capital Management
Arizona
$251K +$8.16K +354 +3%
QCIG
58
Quad-Cities Investment Group
Iowa
$247K -$5.07K -220 -2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$242K – – –
BWP
60
BSW Wealth Partners
Colorado
$202K +$202K +8,749 New
UBS Group
61
UBS Group
Switzerland
$197K -$40.7K -1,767 -17%
SHIM
62
Stone House Investment Management
Pennsylvania
$160K +$1.96K +85 +1%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$135K – – –
GRP
64
Global Retirement Partners
California
$88.8K +$1.08K +47 +1%
PS
65
Principal Securities
Iowa
$63.7K -$231 -10 -0.4%
BFA
66
BBJS Financial Advisors
Washington
$46.1K +$46.1K +2,000 New
OCM
67
Orion Capital Management
California
$27.6K +$27.6K +1,196 New
VNA
68
Valley National Advisers
Pennsylvania
$26K +$318 +14 +1%
PA
69
Parallel Advisors
California
$25.4K – – –
Comerica Bank
70
Comerica Bank
Texas
$21.4K – – –
PA
71
PSI Advisors
Florida
$20.5K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$14.8K +$14.8K +640 New
CTWM
73
Cherry Tree Wealth Management
Minnesota
$10.3K – – –
BCPWM
74
Bradley & Co Private Wealth Management
Florida
$6.92K – – –
MFT
75
Moisand Fitzgerald Tamayo
Florida
$24 – – –
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