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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
PS
126
Principal Securities
Iowa
$268K +$131K +5,635 +97%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$262K +$6.51K +280 +3%
1L
128
10Elms LLP
Oklahoma
$258K +$9.3K +400 +4%
CFD
129
Creative Financial Designs
Indiana
$253K +$122K +5,240 +94%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$253K
SPC
131
Sigma Planning Corp
Michigan
$252K +$251K +10,791 New
Creative Planning
132
Creative Planning
Kansas
$246K -$48.2K -2,074 -16%
APCM
133
Alaska Permanent Capital Management
Alaska
$240K +$4K +172 +2%
CF
134
Cyr Financial
Illinois
$231K +$229K +9,858 New
BCM
135
Boreal Capital Management
Florida
$229K
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$225K +$2.51K +108 +1%
MAG
137
M3 Advisory Group
Massachusetts
$218K +$465 +20 +0.2%
PFS
138
Prospera Financial Services
Texas
$212K
AWA
139
Alaska Wealth Advisors
Alaska
$204K +$203K +8,737 New
CTWM
140
Cherry Tree Wealth Management
Minnesota
$178K
GI
141
GAMMA Investing
California
$157K -$992K -42,667 -86%
ASN
142
Advisory Services Network
Georgia
$135K +$134K +5,754 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$119K +$119K +5,100 New
Comerica Bank
144
Comerica Bank
Texas
$112K
SWM
145
Spire Wealth Management
Virginia
$92.8K +$256 +11 +0.3%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$83K
BTI
147
Blue Trust Inc
Georgia
$74K +$326 +14 +0.4%
NSIM
148
North Star Investment Management
Illinois
$70.2K +$23.3K +1,000 +50%
PTC
149
Private Trust Company
Ohio
$54.9K
ACA
150
Aptus Capital Advisors
Alabama
$30.8K +$140 +6 +0.5%