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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

26 hedge funds and large institutions have $33.5M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

102% more capital invested

Capital invested by funds: $16.6M → $33.5M (+$16.9M)

44% more funds holding

Funds holding: 18 → 26 (+8)

34.17% less ownership

Funds ownership: 94.77% → 60.6% (-34%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$6.6M
2
RSWM
Robertson Stephens Wealth Management
California
+$5.27M
3
Bank of America
Bank of America
North Carolina
+$3.97M
4
Wells Fargo
Wells Fargo
California
+$3.09M
5
LPL Financial
LPL Financial
California
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.37M
2
FTUS
Flow Traders U.S.
New York
-$2.26M
3
Jane Street
Jane Street
New York
-$1.61M
4
SCA
Snowden Capital Advisors
New York
-$35.5K
5
UBS Group
UBS Group
Switzerland
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.64M +$6.6M +295,405 +18,720%
RSWM
2
Robertson Stephens Wealth Management
California
$5.28M +$5.27M +236,101 New
HighTower Advisors
3
HighTower Advisors
Illinois
$5.14M +$42.4K +1,900 +0.8%
Bank of America
4
Bank of America
North Carolina
$4.17M +$3.97M +177,775 +2,008%
Wells Fargo
5
Wells Fargo
California
$3.42M +$3.09M +138,606 +975%
LPL Financial
6
LPL Financial
California
$1.88M +$1.35M +60,532 +259%
Morgan Stanley
7
Morgan Stanley
New York
$1.6M +$1.34M +60,133 +535%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$995K +$156K +7,000 +19%
SWP
9
Summit Wealth Partners
Florida
$839K +$838K +37,538 New
TFS
10
Thoroughbred Financial Services
Tennessee
$644K +$643K +28,818 New
WI
11
WrapManager Inc
California
$518K +$518K +23,186 New
IF
12
Ironwood Financial
Arizona
$467K +$466K +20,881 New
SCA
13
Snowden Capital Advisors
New York
$450K -$35.5K -1,592 -7%
CAN
14
Cetera Advisor Networks
California
$437K -$8.15K -365 -2%
IA
15
IFP Advisors
Florida
$413K +$265K +11,879 +249%
SS
16
Sunbelt Securities
Texas
$304K +$304K +13,602 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$161K – – –
GRP
18
Global Retirement Partners
California
$31.6K +$31.5K +1,413 New
PA
19
Parallel Advisors
California
$24.6K +$24.6K +1,100 New
VNA
20
Valley National Advisers
Pennsylvania
$24K +$380 +17 +2%
FFA
21
Farther Finance Advisors
California
$20.7K +$20.7K +926 New
PPWM
22
PFG Private Wealth Management
Florida
$13K – – –
ASN
23
Advisory Services Network
Georgia
$11.2K +$11.2K +500 New
BCPWM
24
Bradley & Co Private Wealth Management
Florida
$6.71K +$6.7K +300 New
NA
25
NewEdge Advisors
Louisiana
$434 +$434K +19,427 New
1
2

IBHF Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2022, worth a combined $33.5M — up 102% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHF positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.6M. The largest seller was BlackRock, exiting entirely with an estimated $4.37M sold.

  • 26 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2022, up from 18 in Q3 2022.
  • Funds reported $33.5M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2022, up 102% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2022 was Osaic Holdings, an estimated $6.6M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2022 was BlackRock, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2022.