IBHF icon

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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$439K +$439K +18,978 New
CPRC
77
Consolidated Portfolio Review Corp
New York
$428K +$34.2K +1,477 +9%
APW
78
Austin Private Wealth
Texas
$415K +$23.1K +998 +6%
BlackRock
79
BlackRock
New York
$397K +$397K +17,163 New
QCIG
80
Quad-Cities Investment Group
Iowa
$381K +$45.1K +1,946 +13%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$354K +$66.3K +2,865 +23%
SWP
82
Stratos Wealth Partners
Ohio
$330K +$330K +14,238 New
KFAA
83
Klaas Financial Asset Advisors
Illinois
$321K +$54.3K +2,344 +20%
HCM
84
Howland Capital Management
Massachusetts
$318K – – –
MAG
85
M3 Advisory Group
Massachusetts
$315K +$926 +40 +0.3%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$302K +$1.05K +45 +0.3%
SS
87
Sunbelt Securities
Texas
$295K -$10.5K -452 -3%
JBA
88
Johnson Bixby & Associates
Washington
$285K +$285K +12,315 New
WCM
89
Windsor Capital Management
Arizona
$282K +$20.5K +885 +8%
KAS
90
Kestra Advisory Services
Texas
$257K +$257K +11,113 New
SMAM
91
Sugar Maple Asset Management
Wisconsin
$256K +$5.79K +250 +2%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$251K +$8.06K +348 +3%
GRP
93
Global Retirement Partners
California
$249K +$37.4K +1,615 +18%
DAS
94
Diversify Advisory Services
Utah
$239K – – –
BSSFA
95
Baron Silver Stevens Financial Advisors
Florida
$236K +$236K +10,199 New
HBT
96
Heartland Bank & Trust
Illinois
$231K +$231K +9,969 New
Stifel Financial
97
Stifel Financial
Missouri
$218K +$218K +9,425 New
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$213K +$213K +9,183 New
1L
99
10Elms LLP
Oklahoma
$209K +$209K +9,015 New
OCM
100
Orion Capital Management
California
$167K +$167K +7,220 New
1 2 3
4
5