We are live on ! Find out more
IBHF icon

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
CTWM
76
Cherry Tree Wealth Management
Minnesota
$108K +$97.6K +4,273 +956%
Comerica Bank
77
Comerica Bank
Texas
$93.3K +$71.9K +3,145 +339%
PS
78
Principal Securities
Iowa
$79.4K +$16K +700 +25%
BFA
79
BBJS Financial Advisors
Washington
$45.8K – – –
PA
80
PSI Advisors
Florida
$32.4K +$12K +525 +59%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$31.8K +$31.7K +1,387 New
VNA
82
Valley National Advisers
Pennsylvania
$26K +$480 +21 +2%
PA
83
Parallel Advisors
California
$25.2K – – –
HNB
84
Huntington National Bank
Ohio
$1.56K – – –
MFT
85
Moisand Fitzgerald Tamayo
Florida
$23 – – –
Goldman Sachs
86
Goldman Sachs
New York
– -$20.3M -880,533 Closed
FTUS
87
Flow Traders U.S.
New York
– -$1.8M -78,112 Closed
PI
88
PFG Investments
New York
– -$343K -14,882 Closed
LNC
89
Lincoln National Corp
Pennsylvania
– -$266K -11,525 Closed
OCM
90
Orion Capital Management
California
– -$27.6K -1,196 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$14.8K -640 Closed
BCPWM
92
Bradley & Co Private Wealth Management
Florida
– -$6.92K -300 Closed
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.