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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

18 hedge funds and large institutions have $16.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

20% more funds holding

Funds holding: 15 → 18 (+3)

2.65% more ownership

Funds ownership: 92.12% → 94.77% (+2.6%)

1% more capital invested

Capital invested by funds: $16.3M → $16.6M (+$231K)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.67M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$397K
3
LPL Financial
LPL Financial
California
+$267K
4
Wells Fargo
Wells Fargo
California
+$240K
5
Morgan Stanley
Morgan Stanley
New York
+$239K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.7M
2
FTUS
Flow Traders U.S.
New York
-$1M
3
CAN
Cetera Advisor Networks
California
-$48.4K
4
PWM
Prentice Wealth Management
New York
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$4.98M +$46.2K +2,038 +0.9%
BlackRock
2
BlackRock
New York
$4.37M -$1.7M -75,000 -27%
FTUS
3
Flow Traders U.S.
New York
$2.26M -$1M -44,216 -30%
Jane Street
4
Jane Street
New York
$1.61M +$1.67M +73,514 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$820K +$397K +17,500 +88%
LPL Financial
6
LPL Financial
California
$511K +$267K +11,786 +102%
SCA
7
Snowden Capital Advisors
New York
$474K +$975 +43 +0.2%
CAN
8
Cetera Advisor Networks
California
$435K -$48.4K -2,137 -10%
Wells Fargo
9
Wells Fargo
California
$311K +$240K +10,605 +293%
Morgan Stanley
10
Morgan Stanley
New York
$246K +$239K +10,533 +1,469%
Bank of America
11
Bank of America
North Carolina
$193K +$97.2K +4,287 +94%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$158K +$164K +7,221 New
IA
13
IFP Advisors
Florida
$118K +$108K +4,780 New
Osaic Holdings
14
Osaic Holdings
Arizona
$34K – – –
UBS Group
15
UBS Group
Switzerland
$27K +$27.5K +1,213 New
VNA
16
Valley National Advisers
Pennsylvania
$23K +$453 +20 +2%
PPWM
17
PFG Private Wealth Management
Florida
$13K – – –
PWM
18
Prentice Wealth Management
New York
– -$22K -1,000 Closed

IBHF Hedge Fund Activity: Q3 2022 in Review

18 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2022, worth a combined $16.6M — up 1.4% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBHF positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.67M. The largest seller was BlackRock, cutting an estimated $1.7M.

  • 18 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2022, up from 15 in Q2 2022.
  • Funds reported $16.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2022, up 1.4% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2022 and 1 closed out, a net change of +3 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2022 was Jane Street, an estimated $1.67M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2022 was BlackRock, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2022.