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iShares iBonds 2026 Term High Yield and Income ETF

181 hedge funds and large institutions have $641M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

4% more funds holding

Funds holding: 174181 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4.37% less ownership

Funds ownership: 66.61%62.23% (-4.4%)

10% less capital invested

Capital invested by funds: $714M → $641M (-$73.4M)

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.23%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
83
Reduced
60
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
151
M3 Advisory Group
Massachusetts
$215K +$299 +13 +0.1%
AWA
152
Alaska Wealth Advisors
Alaska
$207K +$2.05K +89 +1%
BCM
153
Boreal Capital Management
Florida
$207K
OFS
154
OneAscent Financial Services
Alabama
$206K +$207K +8,981 New
LWM
155
Liberty Wealth Management
California
$201K +$1.57K +68 +0.8%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$200K +$201K +8,717 New
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$199K +$5.32K +231 +3%
IWS
158
Intentional Wealth Strategies
Colorado
$193K +$194K +8,414 New
CTWM
159
Cherry Tree Wealth Management
Minnesota
$170K -$5.02K -218 -3%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$109K +$110K +4,767 New
NSIM
161
North Star Investment Management
Illinois
$107K +$9.21K +400 +9%
ASN
162
Advisory Services Network
Georgia
$92.9K +$93.2K +4,049 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$83.5K +$2.44K +106 +3%
PTC
164
Private Trust Company
Ohio
$67.8K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$66.7K -$49.3K -2,142 -42%
BTI
166
Blue Trust Inc
Georgia
$65.5K +$207 +9 +0.3%
CA
167
Clearstead Advisors
Ohio
$56K
CB
168
CNB Bank
Pennsylvania
$51.2K -$415 -18 -0.8%
NF
169
Napier Financial
Massachusetts
$33.8K +$33.9K +1,474 New
ACA
170
Aptus Capital Advisors
Alabama
$25.9K -$4.51K -196 -15%
CI
171
CX Institutional
Indiana
$21K +$207 +9 +1%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$21K +$21K +914 New
GWM
173
Gilpin Wealth Management
Colorado
$15.7K
HI
174
Harbour Investments
Wisconsin
$9.61K +$69 +3 +0.7%
US Bancorp
175
US Bancorp
Minnesota
$9.18K