iShares iBonds 2026 Term High Yield and Income ETF
IBHF
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.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
46% more funds holding
Funds holding: 26 → 38 (+12)
42% more capital invested
Capital invested by funds: $33.5M → $47.6M (+$14.1M)
1.03% less ownership
Funds ownership: 60.6% → 59.57% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$2.94M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$626K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$437K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$11.2K |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$7.34K |
IBHF Hedge Fund Activity: Q1 2023 in Review
38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q1 2023, worth a combined $47.6M — up 42% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBHF positions and 2 closed out — a net gain of 12 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Absolute Capital Management, opening a new position worth an estimated $2.94M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $626K.
- 38 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q1 2023, up from 26 in Q4 2022.
- Funds reported $47.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q1 2023, up 42% quarter-over-quarter.
- 14 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q1 2023 and 2 closed out, a net change of +12 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q1 2023 was Absolute Capital Management, an estimated $2.94M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q1 2023 was Robertson Stephens Wealth Management, an estimated $626K sold.
Based on aggregated 13F filings for Q1 2023.