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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

83 hedge funds and large institutions have $253M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
46
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.02M
2
CL
2
COWA LLC
Oklahoma
$3.04M
3
LPL Financial
3
LPL Financial
California
$7.18M
4
Jane Street
4
Jane Street
New York
$1.85M
5
AWS
5
Atria Wealth Solutions
New York
$1.83M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$34.7M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
RSWM
4
Robertson Stephens Wealth Management
California
$1.07M
5
NA
5
NewEdge Advisors
Louisiana
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$582K -$341K -14,883 -37%
AAS
52
Avantax Advisory Services
Texas
$545K +$545K +23,803 New
GSEP
53
Golden State Equity Partners
California
$454K +$454K +19,800 New
SPC
54
Sigma Planning Corp
Michigan
$384K +$112K +4,870 +41%
CPRC
55
Consolidated Portfolio Review Corp
New York
$374K +$33.2K +1,449 +10%
APW
56
Austin Private Wealth
Texas
$364K +$73.9K +3,224 +25%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$354K +$55.2K +2,408 +18%
SIM
58
Seaview Investment Managers
Florida
$339K +$4.99K +218 +1%
QCIG
59
Quad-Cities Investment Group
Iowa
$324K +$79K +3,449 +32%
HCM
60
Howland Capital Management
Massachusetts
$315K +$315K +13,740 New
SS
61
Sunbelt Securities
Texas
$302K – – –
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$278K +$278K +12,131 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$271K +$271K +11,822 New
WCM
64
Windsor Capital Management
Arizona
$263K +$13.3K +581 +5%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$251K +$251K +10,940 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$241K – – –
OIA
67
OneDigital Investment Advisors
Kansas
$239K +$239K +10,420 New
DAS
68
Diversify Advisory Services
Utah
$238K +$238K +10,420 New
ECM
69
Evergreen Capital Management
Washington
$213K +$213K +9,300 New
UBS Group
70
UBS Group
Switzerland
$213K +$17.5K +762 +9%
BWP
71
BSW Wealth Partners
Colorado
$200K – – –
SHIM
72
Stone House Investment Management
Pennsylvania
$162K +$3.02K +132 +2%
GRP
73
Global Retirement Partners
California
$138K +$49.8K +2,173 +56%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
CTWM
75
Cherry Tree Wealth Management
Minnesota
$108K +$97.9K +4,273 +956%
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