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iShares iBonds 2026 Term High Yield and Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
101
Cherry Tree Wealth Management
Minnesota
$139K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$136K
Comerica Bank
103
Comerica Bank
Texas
$134K +$39.4K +1,700 +42%
SPIA
104
Steward Partners Investment Advisory
New York
$105K +$105K +4,556 New
PS
105
Principal Securities
Iowa
$96.4K
PA
106
PSI Advisors
Florida
$60.3K
PA
107
Parallel Advisors
California
$52.1K +$52.1K +2,250 New
DP
108
Denver PWM
Colorado
$29.2K -$105K -4,539 -78%
ACA
109
Aptus Capital Advisors
Alabama
$23.1K +$185 +8 +0.8%
VHAM
110
Van Hulzen Asset Management
California
$21.6K +$21.6K +935 New
BTI
111
Blue Trust Inc
Georgia
$18.3K +$18.3K +789 New
HI
112
Harbour Investments
Wisconsin
$12.4K +$12.4K +536 New
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$12.1K +523 New
VWA
114
VSM Wealth Advisory
Maryland
$8.89K +$8.89K +384 New
WT
115
Whittier Trust
California
$6.8K +$6.8K +294 New
HNB
116
Huntington National Bank
Ohio
$1.57K -$1.59K
MFT
117
Moisand Fitzgerald Tamayo
Florida
$24
OIA
118
OneDigital Investment Advisors
Kansas
-$244K -10,420 Closed
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
-$231K -9,868 Closed
Fidelity Investments
120
Fidelity Investments
Massachusetts
-$23 -1 Closed