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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

84 hedge funds and large institutions have $254M 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, 47 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

11% more funds holding

Funds holding: 76 → 84 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $257M → $254M (-$3.86M)

6.12% less ownership

Funds ownership: 69.35% → 63.23% (-6.1%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% 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
47
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.5M
2
CL
COWA LLC
Oklahoma
+$3.04M
3
LPL Financial
LPL Financial
California
+$2.88M
4
Jane Street
Jane Street
New York
+$1.85M
5
AWS
Atria Wealth Solutions
New York
+$1.83M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
Bank of America
Bank of America
North Carolina
-$7.56M
3
FTUS
Flow Traders U.S.
New York
-$1.8M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.6M
5
NA
NewEdge Advisors
Louisiana
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$582K -$340K -14,883 -37%
AAS
52
Avantax Advisory Services
Texas
$545K +$544K +23,803 New
GSEP
53
Golden State Equity Partners
California
$454K +$452K +19,800 New
SPC
54
Sigma Planning Corp
Michigan
$384K +$111K +4,870 +41%
CPRC
55
Consolidated Portfolio Review Corp
New York
$374K +$33.1K +1,449 +10%
APW
56
Austin Private Wealth
Texas
$364K +$73.7K +3,224 +25%
KFAA
57
Klaas Financial Asset Advisors
Illinois
$354K +$55K +2,408 +18%
SIM
58
Seaview Investment Managers
Florida
$339K +$4.98K +218 +1%
QCIG
59
Quad-Cities Investment Group
Iowa
$324K +$78.8K +3,449 +32%
HCM
60
Howland Capital Management
Massachusetts
$315K +$314K +13,740 New
SS
61
Sunbelt Securities
Texas
$302K – – –
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$278K +$277K +12,131 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$271K +$270K +11,822 New
WCM
64
Windsor Capital Management
Arizona
$263K +$13.3K +581 +5%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$251K +$250K +10,940 New
MFG
66
MTM Financial Group
Pennsylvania
$250K +$4.64K +203 +2%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$241K – – –
OIA
68
OneDigital Investment Advisors
Kansas
$239K +$238K +10,420 New
DAS
69
Diversify Advisory Services
Utah
$238K +$238K +10,420 New
ECM
70
Evergreen Capital Management
Washington
$213K +$213K +9,300 New
UBS Group
71
UBS Group
Switzerland
$213K +$17.4K +762 +9%
BWP
72
BSW Wealth Partners
Colorado
$200K – – –
SHIM
73
Stone House Investment Management
Pennsylvania
$162K +$3.02K +132 +2%
GRP
74
Global Retirement Partners
California
$138K +$49.7K +2,173 +56%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
1 2
3
4

IBHF Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2024, worth a combined $254M — down 1.5% from $257M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBHF positions and 7 closed out — a net gain of 9 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $20.3M sold.

  • 84 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $254M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 16 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2024 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2024 was Wells Fargo, an estimated $3.5M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2024 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2024.