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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$298K – – –
SS
102
Sunbelt Securities
Texas
$295K – – –
Creative Planning
103
Creative Planning
Kansas
$292K +$290K +12,580 New
HFA
104
High Falls Advisors
New York
$292K +$41K +1,777 +16%
AWE
105
Avidian Wealth Enterprises
Texas
$289K +$287K +12,435 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$279K +$277K +12,006 New
OAM
107
Occidental Asset Management
California
$268K – – –
OCM
108
Orion Capital Management
California
$256K +$87.2K +3,780 +52%
T
109
Tableaux
Massachusetts
$255K +$254K +10,994 New
BSSFA
110
Baron Silver Stevens Financial Advisors
Florida
$254K -$221K -9,587 -47%
GRP
111
Global Retirement Partners
California
$254K +$252K +10,930 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$254K +$252K +10,913 New
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$251K – – –
1L
114
10Elms LLP
Oklahoma
$247K – – –
SC
115
Savant Capital
Illinois
$236K – – –
APCM
116
Alaska Permanent Capital Management
Alaska
$234K +$1.29K +56 +0.6%
BCM
117
Boreal Capital Management
Florida
$228K – – –
NEPWA
118
New England Private Wealth Advisors
Massachusetts
$221K +$4.87K +211 +2%
MAG
119
M3 Advisory Group
Massachusetts
$216K +$461 +20 +0.2%
PFS
120
Prospera Financial Services
Texas
$211K +$209K +9,067 New
CTWM
121
Cherry Tree Wealth Management
Minnesota
$177K – – –
AG
122
AmeriFlex Group
Nevada
$156K +$25.3K +1,097 +19%
PS
123
Principal Securities
Iowa
$135K +$38.2K +1,658 +40%
CFD
124
Creative Financial Designs
Indiana
$129K +$129K +5,574 New
Comerica Bank
125
Comerica Bank
Texas
$111K -$1.8K -78 -2%
3 4
5
6 7

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.