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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$27.9M |
| 2 |
AF
Arrow Financial
Glens Falls,
New York
|
+$8.98M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$8.22M |
| 4 |
LFS
Littlejohn Financial Services
Roseburg,
Oregon
|
+$4.75M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.7M |
| 2 |
Goldman Sachs
New York
|
-$6.93M |
| 3 |
Jane Street
New York
|
-$5.7M |
| 4 |
GI
GAMMA Investing
Foster City,
California
|
-$4.61M |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
151
Coldstream Capital Management
Bellevue,
Washington
| – | -$25.5K | -1,100 | Closed |
|
152
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.28K | -98 | Closed |
|
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.