We are live on ! Find out more
IBHF icon

iShares iBonds 2026 Term High Yield and Income ETF

181 hedge funds and large institutions have $641M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

4% more funds holding

Funds holding: 174181 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4.37% less ownership

Funds ownership: 66.61%62.23% (-4.4%)

10% less capital invested

Capital invested by funds: $714M → $641M (-$73.4M)

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.23%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
83
Reduced
60
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
101
Livet Wealth
Utah
$577K +$180K +7,800 +45%
SWP
102
Summit Wealth Partners
Florida
$567K -$36.1K -1,566 -6%
MF
103
Montis Financial
Massachusetts
$567K -$165K -7,148 -22%
MFG
104
Magnus Financial Group
New York
$543K +$544K +23,644 New
Cerity Partners
105
Cerity Partners
New York
$534K +$535K +23,252 New
SPIA
106
Steward Partners Investment Advisory
New York
$523K -$2.51K -109 -0.5%
RSWM
107
Robertson Stephens Wealth Management
California
$496K -$42.9K -1,861 -8%
MA
108
MCF Advisors
Kentucky
$491K +$1.2K +52 +0.2%
OAM
109
Occidental Asset Management
California
$483K +$60K +2,605 +14%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$481K +$104K +4,528 +28%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$474K +$98K +4,256 +26%
FFA
112
Farther Finance Advisors
California
$463K +$126K +5,486 +37%
RSEWM
113
River's Edge Wealth Management
Pennsylvania
$459K +$1.04K +45 +0.2%
Stifel Financial
114
Stifel Financial
Missouri
$435K +$25.5K +1,108 +6%
AWM
115
Aprio Wealth Management
Georgia
$429K -$99.9K -4,339 -19%
AIA
116
AssuredPartners Investment Advisors
Florida
$413K +$416K +18,070 New
EIP
117
Ellis Investment Partners
Pennsylvania
$400K +$401K +17,425 New
FCH
118
Freestone Capital Holdings
Washington
$395K -$129K -5,617 -25%
FFN
119
Focus Financial Network
Minnesota
$392K
BPA
120
Beacon Pointe Advisors
California
$391K -$70K -3,039 -15%
PS
121
Principal Securities
Iowa
$382K -$20.4K -884 -5%
KCA
122
Kastel Capital Advisors
Massachusetts
$377K
SAM
123
Summit Asset Management
Tennessee
$365K +$366K +15,896 New
FTUS
124
Flow Traders U.S.
New York
$361K +$131K +5,703 +57%
SWM
125
Stockman Wealth Management
Montana
$352K