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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

138 hedge funds and large institutions have $557M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 27

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $497M → $557M (+$59.9M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.29% more ownership

Funds ownership: 62.03% → 64.32% (+2.3%)

2% more funds holding

Funds holding: 135 → 138 (+3)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
1.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
17
Increased
78
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Sterling Financial Group
California
+$27.9M
2
AF
Arrow Financial
New York
+$8.98M
3
OMC
Old Mission Capital
Illinois
+$8.22M
4
LFS
Littlejohn Financial Services
Oregon
+$4.75M
5
Wells Fargo
Wells Fargo
California
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.7M
2
Goldman Sachs
Goldman Sachs
New York
-$6.93M
3
Jane Street
Jane Street
New York
-$5.7M
4
GI
GAMMA Investing
California
-$4.61M
5
SIA
SkyView Investment Advisors
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$767K +$12K +519 +2%
PA
77
Parallel Advisors
California
$758K +$161K +7,000 +27%
BFC
78
Bedel Financial Consulting
Indiana
$733K +$199K +8,620 +38%
MA
79
MCF Advisors
Kentucky
$693K +$203K +8,793 +42%
SCA
80
Snowden Capital Advisors
New York
$682K – – –
SWP
81
Summit Wealth Partners
Florida
$680K -$171K -7,414 -20%
KFAA
82
Klaas Financial Asset Advisors
Illinois
$617K -$37.8K -1,637 -6%
SL
83
Sentinus LLC
Illinois
$605K +$161 +7 +0%
MAS
84
Madden Advisory Services
Florida
$600K +$67K +2,907 +13%
PFM
85
Phillips Financial Management
Indiana
$591K – – –
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$514K +$510K +22,128 New
CPRC
87
Consolidated Portfolio Review Corp
New York
$503K +$38.6K +1,675 +8%
RSWM
88
Robertson Stephens Wealth Management
California
$502K +$143K +6,213 +40%
BP
89
BWM Planning
Texas
$478K +$7.91K +343 +2%
APW
90
Austin Private Wealth
Texas
$473K +$89.9K +3,899 +24%
HBT
91
Heartland Bank & Trust
Illinois
$472K +$156K +6,779 +50%
MHIC
92
Marble Harbor Investment Counsel
Massachusetts
$432K -$46.2K -2,002 -10%
DWA
93
Delta Wealth Advisors
Indiana
$361K -$1.91K -83 -0.5%
Stifel Financial
94
Stifel Financial
Missouri
$356K +$83.3K +3,613 +31%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$355K -$13.3K -578 -4%
JBA
96
Johnson Bixby & Associates
Washington
$342K +$6.85K +297 +2%
SPIA
97
Steward Partners Investment Advisory
New York
$332K +$20.4K +884 +7%
MA
98
MONECO Advisors
Connecticut
$328K – – –
HCM
99
Howland Capital Management
Massachusetts
$319K – – –
KAS
100
Kestra Advisory Services
Texas
$307K +$32.8K +1,422 +12%
2 3
4
5 6

IBHF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2025, worth a combined $557M — up 12% from $497M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHF positions and 13 closed out — a net gain of 4 holders — while 78 added to existing stakes and 27 trimmed.

The largest buyer was Sterling Financial Group, opening a new position worth an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.

  • 138 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $557M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2025 and 13 closed out, a net change of +4 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2025 was Sterling Financial Group, an estimated $27.9M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2025 was Morgan Stanley, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.