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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

116 hedge funds and large institutions have $423M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+30
Holders Change %
+34.88%
% of All Funds
1.54%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
36
Increased
56
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
Bank of America
Bank of America
North Carolina
$69.8M
3
PAG
Private Advisor Group
New Jersey
$20.9M
4
Wells Fargo
Wells Fargo
California
$18.7M
5
LIA
LBMC Investment Advisors
Tennessee
$9.95M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$24.1M
2
LPL Financial
LPL Financial
California
$9.54M
3
ACM
Absolute Capital Management
Pennsylvania
$1.64M
4
FA
FF Advisors
California
$3.68M
5
RSWM
Robertson Stephens Wealth Management
California
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Rialto Wealth Management
New York
$1.13M +$1.13M +48,995 New
BPA
52
Beacon Pointe Advisors
California
$1.11M +$163K +7,023 +17%
WI
53
WrapManager Inc
California
$1.08M +$55.6K +2,400 +5%
WRPWM
54
Werba Rubin Papier Wealth Management
California
$1.08M – – –
LPFG
55
Landing Point Financial Group
Ohio
$1.06M +$1.06M +45,495 New
SWP
56
Summit Wealth Partners
Florida
$947K -$3.89K -168 -0.4%
NL
57
NWAM LLC
Washington
$941K +$70.1K +3,029 +8%
CSA
58
Cottage Street Advisors
Massachusetts
$924K +$924K +39,920 New
CWM
59
Cornerstone Wealth Management
Missouri
$864K +$329K +14,207 +61%
MHIC
60
Marble Harbor Investment Counsel
Massachusetts
$800K +$174K +7,536 +28%
HL
61
HeadInvest LLC
Maine
$780K +$120K +5,200 +18%
IAIM
62
International Assets Investment Management
Florida
$750K +$750K +32,375 New
SIM
63
Seaview Investment Managers
Florida
$742K +$236K +10,207 +47%
AWM
64
AE Wealth Management
Kansas
$718K +$3.87K +167 +0.5%
SCM
65
Steele Capital Management
Iowa
$702K +$702K +30,303 New
GSEP
66
Golden State Equity Partners
California
$698K +$698K +30,150 New
SCA
67
Snowden Capital Advisors
New York
$685K -$3.15K -136 -0.5%
PFM
68
Phillips Financial Management
Indiana
$589K – – –
SL
69
Sentinus LLC
Illinois
$560K +$46.7K +2,018 +9%
SPC
70
Sigma Planning Corp
Michigan
$544K +$109K +4,704 +25%
RSWM
71
Robertson Stephens Wealth Management
California
$531K -$457K -19,727 -46%
R
72
Rebalance
California
$530K +$530K +22,892 New
MAS
73
Madden Advisory Services
Florida
$501K +$501K +21,661 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$498K -$99.2K -4,284 -17%
MA
75
MCF Advisors
Kentucky
$486K +$486K +21,000 New
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