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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

86 hedge funds and large institutions have $301M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
46
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54.7M
2
PAG
2
Private Advisor Group
New Jersey
$6.25M
3
LPL Financial
3
LPL Financial
California
$10.9M
4
CL
4
COWA LLC
Oklahoma
$6.25M
5
Wells Fargo
5
Wells Fargo
California
$12.3M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$3.16M
2
NA
2
NewEdge Advisors
Louisiana
$1.21M
3
Jane Street
3
Jane Street
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.84M
5
KF
5
Krilogy Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
51
HeadInvest LLC
Maine
$667K +$667K +28,475 New
MHIC
52
Marble Harbor Investment Counsel
Massachusetts
$632K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$603K -$369K -15,783 -38%
PFM
54
Phillips Financial Management
Indiana
$595K – – –
AAS
55
Avantax Advisory Services
Texas
$556K -$960 -41 -0.2%
CWM
56
Cornerstone Wealth Management
Missouri
$541K +$541K +23,126 New
SL
57
Sentinus LLC
Illinois
$519K +$519K +22,168 New
SIM
58
Seaview Investment Managers
Florida
$512K +$165K +7,063 +48%
SPC
59
Sigma Planning Corp
Michigan
$440K +$48.3K +2,065 +12%
CPRC
60
Consolidated Portfolio Review Corp
New York
$399K +$16.3K +696 +4%
APW
61
Austin Private Wealth
Texas
$396K +$24.8K +1,058 +7%
QCIG
62
Quad-Cities Investment Group
Iowa
$340K +$8.66K +370 +3%
HCM
63
Howland Capital Management
Massachusetts
$322K – – –
MAG
64
M3 Advisory Group
Massachusetts
$318K -$373K -15,921 -54%
SS
65
Sunbelt Securities
Texas
$309K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$303K +$18.6K +793 +7%
UBS Group
67
UBS Group
Switzerland
$291K +$73.6K +3,145 +34%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$291K +$14.2K +605 +5%
KFAA
69
Klaas Financial Asset Advisors
Illinois
$270K -$91.9K -3,924 -25%
WCM
70
Windsor Capital Management
Arizona
$264K -$4.54K -194 -2%
SMAM
71
Sugar Maple Asset Management
Wisconsin
$253K +$253K +10,805 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$246K – – –
OIA
73
OneDigital Investment Advisors
Kansas
$244K – – –
DAS
74
Diversify Advisory Services
Utah
$240K -$2.33K -100 -1%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$231K -$25.1K -1,072 -10%
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