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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

118 hedge funds and large institutions have $424M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

280% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

40% more capital invested

Capital invested by funds: $302M → $424M (+$122M)

36% more funds holding

Funds holding: 87 → 118 (+31)

4.92% more ownership

Funds ownership: 60.56% → 65.48% (+4.9%)

Holders
118
Holders Change
+31
Holders Change %
+35.63%
% of All Funds
1.55%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
57
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.2M
2
Bank of America
Bank of America
North Carolina
+$15.8M
3
PAG
Private Advisor Group
New Jersey
+$14.8M
4
Wells Fargo
Wells Fargo
California
+$6.59M
5
LIA
LBMC Investment Advisors
Tennessee
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.52M
2
LPL Financial
LPL Financial
California
-$1.23M
3
ACM
Absolute Capital Management
Pennsylvania
-$821K
4
FA
FF Advisors
California
-$549K
5
RSWM
Robertson Stephens Wealth Management
California
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
51
Rialto Wealth Management
New York
$1.13M +$1.14M +48,995 New
BPA
52
Beacon Pointe Advisors
California
$1.11M +$163K +7,023 +17%
WI
53
WrapManager Inc
California
$1.08M +$55.8K +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 -$3.9K -168 -0.4%
NL
57
NWAM LLC
Washington
$941K +$70.4K +3,029 +8%
CSA
58
Cottage Street Advisors
Massachusetts
$924K +$928K +39,920 New
CWM
59
Cornerstone Wealth Management
Missouri
$864K +$330K +14,207 +61%
MFG
60
MTM Financial Group
Pennsylvania
$800K +$18.1K +780 +2%
MHIC
61
Marble Harbor Investment Counsel
Massachusetts
$800K +$175K +7,536 +28%
HL
62
HeadInvest LLC
Maine
$780K +$121K +5,200 +18%
IAIM
63
International Assets Investment Management
Florida
$750K +$752K +32,375 New
SIM
64
Seaview Investment Managers
Florida
$742K +$237K +10,207 +47%
AWM
65
AE Wealth Management
Kansas
$718K +$3.88K +167 +0.5%
SCM
66
Steele Capital Management
Iowa
$702K +$704K +30,303 New
GSEP
67
Golden State Equity Partners
California
$698K +$701K +30,150 New
SCA
68
Snowden Capital Advisors
New York
$685K -$3.16K -136 -0.5%
PFM
69
Phillips Financial Management
Indiana
$589K – – –
SL
70
Sentinus LLC
Illinois
$560K +$46.9K +2,018 +9%
SPC
71
Sigma Planning Corp
Michigan
$544K +$109K +4,704 +25%
RSWM
72
Robertson Stephens Wealth Management
California
$531K -$458K -19,727 -46%
R
73
Rebalance
California
$530K +$532K +22,892 New
MAS
74
Madden Advisory Services
Florida
$501K +$503K +21,661 New
JP Morgan Chase
75
JP Morgan Chase
New York
$498K -$99.5K -4,284 -17%
1 2
3
4 5

IBHF Hedge Fund Activity: Q4 2024 in Review

118 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2024, worth a combined $424M — up 40% from $302M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBHF positions and 3 closed out — a net gain of 34 holders — while 57 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.52M.

  • 118 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $424M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 37 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2024 and 3 closed out, a net change of +34 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $28.2M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2024.