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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
HL
76
HeadInvest LLC
Maine
$776K -$5.82K -250 -0.7%
MF
77
Montis Financial
Massachusetts
$761K +$756K +32,517 New
OMC
78
Old Mission Capital
Illinois
$733K -$7.96M -342,410 -92%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$712K +$429K +18,423 +153%
SCM
80
Steele Capital Management
Iowa
$709K -$174K -7,500 -20%
BPA
81
Beacon Pointe Advisors
California
$694K -$107K -4,587 -13%
SWP
82
Summit Wealth Partners
Florida
$684K
MAS
83
Madden Advisory Services
Florida
$654K +$48.8K +2,099 +8%
SCA
84
Snowden Capital Advisors
New York
$650K -$37.1K -1,594 -5%
HBT
85
Heartland Bank & Trust
Illinois
$638K +$162K +6,971 +34%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$619K +$101K +4,334 +20%
SL
87
Sentinus LLC
Illinois
$609K
BAM
88
Belpointe Asset Management
Nevada
$591K +$588K +25,278 New
KFAA
89
Klaas Financial Asset Advisors
Illinois
$559K -$62.1K -2,669 -10%
RSWM
90
Robertson Stephens Wealth Management
California
$549K +$43.7K +1,880 +9%
SNWA
91
Siligmueller & Norvid Wealth Advisors
Illinois
$547K +$544K +23,373 New
CPRC
92
Consolidated Portfolio Review Corp
New York
$539K +$32.4K +1,395 +6%
BF
93
Brucke Financial
Indiana
$537K +$535K +22,999 New
AWM
94
Aprio Wealth Management
Georgia
$529K +$526K +22,623 New
HPC
95
HM Payson & Co
Maine
$516K +$513K +22,041 New
GS
96
GTS Securities
New York
$507K +$504K +21,683 New
FCH
97
Freestone Capital Holdings
Washington
$502K +$499K +21,457 New
SPIA
98
Steward Partners Investment Advisory
New York
$476K +$141K +6,065 +42%
APW
99
Austin Private Wealth
Texas
$465K -$11.6K -500 -2%
TFS
100
Thoroughbred Financial Services
Tennessee
$456K -$519K -22,297 -53%