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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
MA
76
MCF Advisors
Kentucky
$486K +$488K +21,000 New
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$439K +$441K +18,978 New
CPRC
78
Consolidated Portfolio Review Corp
New York
$428K +$34.3K +1,477 +9%
APW
79
Austin Private Wealth
Texas
$415K +$23.2K +998 +6%
BlackRock
80
BlackRock
New York
$397K +$399K +17,163 New
QCIG
81
Quad-Cities Investment Group
Iowa
$381K +$45.2K +1,946 +13%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$354K +$66.6K +2,865 +23%
SWP
83
Stratos Wealth Partners
Ohio
$330K +$331K +14,238 New
KFAA
84
Klaas Financial Asset Advisors
Illinois
$321K +$54.5K +2,344 +20%
DWA
85
Delta Wealth Advisors
Indiana
$318K +$319K +13,744 New
HCM
86
Howland Capital Management
Massachusetts
$318K – – –
MAG
87
M3 Advisory Group
Massachusetts
$315K +$930 +40 +0.3%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$302K +$1.05K +45 +0.3%
SS
89
Sunbelt Securities
Texas
$295K -$10.5K -452 -3%
JBA
90
Johnson Bixby & Associates
Washington
$285K +$286K +12,315 New
WCM
91
Windsor Capital Management
Arizona
$282K +$20.6K +885 +8%
KAS
92
Kestra Advisory Services
Texas
$257K +$258K +11,113 New
SMAM
93
Sugar Maple Asset Management
Wisconsin
$256K +$5.81K +250 +2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$251K +$8.09K +348 +3%
GRP
95
Global Retirement Partners
California
$249K +$37.5K +1,615 +18%
DAS
96
Diversify Advisory Services
Utah
$239K – – –
BSSFA
97
Baron Silver Stevens Financial Advisors
Florida
$236K +$237K +10,199 New
HBT
98
Heartland Bank & Trust
Illinois
$231K +$232K +9,969 New
Stifel Financial
99
Stifel Financial
Missouri
$218K +$219K +9,425 New
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$213K +$213K +9,183 New
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.