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iShares iBonds 2026 Term High Yield and Income ETF

174 hedge funds and large institutions have $714M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 31

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $626M → $714M (+$88.9M)

10% more funds holding

Funds holding: 158174 (+16)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.26% more ownership

Funds ownership: 64.35%66.61% (+2.3%)

Holders
174
Holders Change
+16
Holders Change %
+10.13%
% of All Funds
2.12%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
30
Increased
94
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
R
76
Rebalance
California
$1.11M +$35.7K +1,539 +3%
QCIG
77
Quad-Cities Investment Group
Iowa
$1.09M +$115K +4,943 +12%
WRPWM
78
Werba Rubin Papier Wealth Management
California
$1.08M
TCCM
79
Timber Creek Capital Management
Massachusetts
$938K +$42.3K +1,821 +5%
WAG
80
Windsor Advisory Group
Ohio
$918K +$923K +39,761 New
SWA
81
Sightline Wealth Advisors
Connecticut
$896K -$511K -22,009 -36%
BAM
82
Belpointe Asset Management
Nevada
$842K +$260K +11,203 +44%
FAL
83
Focused Alpha LLC
Colorado
$840K +$845K +36,393 New
WI
84
WrapManager Inc
California
$820K -$177K -7,631 -18%
FIA
85
Foundations Investment Advisors
Arizona
$751K +$755K +32,536 New
HL
86
HeadInvest LLC
Maine
$738K -$27.9K -1,200 -4%
MF
87
Montis Financial
Massachusetts
$735K -$15.4K -664 -2%
WWM
88
Walser Wealth Management
Florida
$720K +$724K +31,182 New
Creative Planning
89
Creative Planning
Kansas
$715K +$475K +20,476 +195%
HPC
90
HM Payson & Co
Maine
$707K +$199K +8,587 +39%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$698K -$4.62K -199 -0.7%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$692K +$81.3K +3,503 +13%
HBT
93
Heartland Bank & Trust
Illinois
$691K +$61.4K +2,647 +10%
MAS
94
Madden Advisory Services
Florida
$656K +$11K +476 +2%
KFAA
95
Klaas Financial Asset Advisors
Illinois
$648K +$96.2K +4,147 +17%
SCA
96
Snowden Capital Advisors
New York
$641K
HighTower Advisors
97
HighTower Advisors
Illinois
$637K +$207K +8,939 +48%
GVAG
98
Great Valley Advisor Group
Delaware
$628K +$631K +27,203 New
SL
99
Sentinus LLC
Illinois
$616K +$14.9K +643 +2%
KAS
100
Kestra Advisory Services
Texas
$609K +$245K +10,565 +67%