iShares iBonds 2026 Term High Yield and Income ETF
IBHF
40 hedge funds and large institutions have $47.5M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
5% more funds holding
Funds holding: 38 → 40 (+2)
0% less capital invested
Capital invested by funds: $47.6M → $47.5M (-$27.7K)
8.59% less ownership
Funds ownership: 59.57% → 50.98% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.26M |
| 2 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$858K |
| 3 |
LPL Financial
San Diego,
California
|
+$569K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$462K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.76M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$496K |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$428K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$283K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$237K |
IBHF Hedge Fund Activity: Q2 2023 in Review
40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2023, worth a combined $47.5M — down 0.06% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBHF positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.26M. The largest seller was Osaic Holdings, cutting an estimated $8.76M.
- 40 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2023, up from 38 in Q1 2023.
- Funds reported $47.5M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2023, down 0.06% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2023 was Jane Street, an estimated $5.26M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2023 was Osaic Holdings, an estimated $8.76M sold.
Based on aggregated 13F filings for Q2 2023.