We are live on ! Find out more
IBHF icon

iShares iBonds 2026 Term High Yield and Income ETF

158 hedge funds and large institutions have $626M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

14% more funds holding

Funds holding: 138158 (+20)

12% more capital invested

Capital invested by funds: $557M → $626M (+$68.8M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.03% more ownership

Funds ownership: 64.32%64.35% (+0.03%)

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
31
Increased
82
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$1.68M +$275K +11,840 +20%
CFG
52
Carr Financial Group
Massachusetts
$1.65M -$295K -12,677 -15%
CSA
53
Cottage Street Advisors
Massachusetts
$1.61M -$28.6K -1,229 -2%
RWM
54
Rialto Wealth Management
New York
$1.55M -$16.7K -717 -1%
LPFG
55
Landing Point Financial Group
Ohio
$1.49M +$243K +10,456 +20%
CC
56
Copperleaf Capital
North Carolina
$1.45M +$1.44M +61,803 New
SWA
57
Sightline Wealth Advisors
Connecticut
$1.42M -$202K -8,703 -13%
NL
58
NWAM LLC
Washington
$1.38M +$294K +12,630 +27%
IAIM
59
International Assets Investment Management
Florida
$1.29M
GSEP
60
Golden State Equity Partners
California
$1.27M +$395K +17,000 +46%
IA
61
IFP Advisors
Florida
$1.21M -$75.4K -3,243 -6%
R
62
Rebalance
California
$1.09M +$73.8K +3,175 +7%
WRPWM
63
Werba Rubin Papier Wealth Management
California
$1.09M
PFM
64
Phillips Financial Management
Indiana
$1.06M +$465K +20,000 +79%
WI
65
WrapManager Inc
California
$1.01M -$140K -6,026 -12%
PA
66
Parallel Advisors
California
$993K +$229K +9,825 +30%
QCIG
67
Quad-Cities Investment Group
Iowa
$989K +$102K +4,377 +12%
SA
68
Sanctuary Advisors
Indiana
$927K +$922K +39,654 New
TCCM
69
Timber Creek Capital Management
Massachusetts
$908K +$70 +3 +0%
BFC
70
Bedel Financial Consulting
Indiana
$876K +$137K +5,885 +19%
CAG
71
Csenge Advisory Group
Florida
$812K +$807K +34,697 New
BlackRock
72
BlackRock
New York
$806K
MA
73
MCF Advisors
Kentucky
$801K +$102K +4,403 +15%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$794K +$790K +33,955 New
ACM
75
Absolute Capital Management
Pennsylvania
$792K -$632K -27,165 -45%