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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
SWM
126
Spire Wealth Management
Virginia
$91.9K -$54.5K -2,363 -37%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$82K -$5.4K -234 -6%
BTI
128
Blue Trust Inc
Georgia
$73.2K +$323 +14 +0.4%
PTC
129
Private Trust Company
Ohio
$54.5K +$4.5K +195 +9%
NSIM
130
North Star Investment Management
Illinois
$46.5K +$46.1K +2,000 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$45.5K +$45.2K +1,959 New
ACA
132
Aptus Capital Advisors
Alabama
$30.4K +$138 +6 +0.5%
HI
133
Harbour Investments
Wisconsin
$20.2K +$7.68K +333 +62%
US Bancorp
134
US Bancorp
Minnesota
$9.29K +$9.22K +400 New
VWA
135
VSM Wealth Advisory
Maryland
$8.92K – – –
JP Morgan Chase
136
JP Morgan Chase
New York
$3.3K -$3.64K -158 -53%
SWIG
137
Strategic Wealth Investment Group
Kentucky
$418 +$415 +18 New
GWSG
138
GPS Wealth Strategies Group
Colorado
$348 +$346 +15 New
MFT
139
Moisand Fitzgerald Tamayo
Florida
$24 – – –
Goldman Sachs
140
Goldman Sachs
New York
– -$6.93M -298,348 Closed
Jane Street
141
Jane Street
New York
– -$5.7M -245,461 Closed
Citadel Advisors
142
Citadel Advisors
Florida
– -$1.29M -55,477 Closed
MFG
143
MTM Financial Group
Pennsylvania
– -$811K -34,922 Closed
ATPW
144
Ashton Thomas Private Wealth
Arizona
– -$535K -23,055 Closed
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
– -$302K -12,969 Closed
HF
146
HRT Financial
New York
– -$293K -12,640 Closed
WCM
147
Windsor Capital Management
Arizona
– -$283K -12,169 Closed
MML Investors Services
148
MML Investors Services
Massachusetts
– -$254K -10,939 Closed
PPWM
149
PFG Private Wealth Management
Florida
– -$166K -7,146 Closed
PA
150
PSI Advisors
Florida
– -$60.5K -2,605 Closed
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.