IBHF icon

iShares iBonds 2026 Term High Yield and Income ETF

38 hedge funds and large institutions have $47.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+12
Holders Change %
+46.15%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$8.91M +$2.14M +93,987 +32%
Bank of America
2
Bank of America
North Carolina
$6.39M +$2.14M +93,654 +50%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.29M +$55.9K +2,456 +1%
Wells Fargo
4
Wells Fargo
California
$5.24M +$1.75M +76,798 +50%
RSWM
5
Robertson Stephens Wealth Management
California
$4.75M -$630K -27,641 -12%
ACM
6
Absolute Capital Management
Pennsylvania
$2.96M +$2.96M +129,821 New
LPL Financial
7
LPL Financial
California
$2.08M +$168K +7,349 +9%
Morgan Stanley
8
Morgan Stanley
New York
$1.88M +$250K +10,960 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.34M +$324K +14,232 +32%
SWP
10
Summit Wealth Partners
Florida
$887K +$30.9K +1,354 +4%
TFS
11
Thoroughbred Financial Services
Tennessee
$709K +$52.5K +2,304 +8%
IF
12
Ironwood Financial
Arizona
$570K +$93.7K +4,111 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$566K +$566K +24,827 New
NA
14
NewEdge Advisors
Louisiana
$534K +$91.5K +4,011 +21%
WI
15
WrapManager Inc
California
$521K -$7.39K -324 -1%
AWS
16
Atria Wealth Solutions
New York
$507K +$507K +22,252 New
IA
17
IFP Advisors
Florida
$506K +$91.6K +3,683 +22%
SCA
18
Snowden Capital Advisors
New York
$505K +$45.6K +2,001 +10%
AGA
19
Accuvest Global Advisors
Utah
$496K +$496K +21,765 New
SPWM
20
Straight Path Wealth Management
Michigan
$455K +$455K +19,941 New
PFM
21
Phillips Financial Management
Indiana
$369K +$369K +16,186 New
SS
22
Sunbelt Securities
Texas
$309K
FTUS
23
Flow Traders U.S.
New York
$283K +$283K +12,415 New
CPRC
24
Consolidated Portfolio Review Corp
New York
$282K +$282K +12,366 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$263K +$263K +11,537 New