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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
HighTower Advisors
101
HighTower Advisors
Illinois
$437K -$7.7M -331,189 -95%
DWA
102
Delta Wealth Advisors
Indiana
$401K +$37.2K +1,598 +10%
Citadel Advisors
103
Citadel Advisors
Florida
$400K +$398K +17,106 New
FFN
104
Focus Financial Network
Minnesota
$395K +$392K +16,873 New
AWE
105
Avidian Wealth Enterprises
Texas
$386K +$94.5K +4,063 +33%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$382K +$24.5K +1,052 +7%
KAS
107
Kestra Advisory Services
Texas
$370K +$60K +2,581 +20%
Stifel Financial
108
Stifel Financial
Missouri
$365K +$6.54K +281 +2%
SWM
109
Stockman Wealth Management
Montana
$359K +$357K +15,340 New
FFA
110
Farther Finance Advisors
California
$350K +$348K +14,948 New
JBA
111
Johnson Bixby & Associates
Washington
$347K +$2.42K +104 +0.7%
HSG
112
Helen Stephens Group
Texas
$347K +$345K +14,820 New
SFS
113
Sowell Financial Services
Arkansas
$344K +$342K +14,702 New
GRP
114
Global Retirement Partners
California
$336K +$80.3K +3,451 +32%
MA
115
MONECO Advisors
Connecticut
$330K
OCM
116
Orion Capital Management
California
$327K +$69.8K +3,000 +27%
BP
117
BWM Planning
Texas
$324K -$156K -6,699 -33%
HCM
118
Howland Capital Management
Massachusetts
$321K
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$300K
HFA
120
High Falls Advisors
New York
$296K +$2.09K +90 +0.7%
SS
121
Sunbelt Securities
Texas
$289K -$8.72K -375 -3%
T
122
Tableaux
Massachusetts
$279K +$21.7K +932 +8%
BSSFA
123
Baron Silver Stevens Financial Advisors
Florida
$271K +$14.9K +642 +6%
FTUS
124
Flow Traders U.S.
New York
$270K +$268K +11,535 New
OAM
125
Occidental Asset Management
California
$270K