iShares iBonds 2026 Term High Yield and Income ETF
IBHF
51 hedge funds and large institutions have $68.7M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.
481% more capital inflows, than outflows
Capital inflows: $26.3M | Capital outflows: $4.53M
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more funds holding
Funds holding: 41 → 51 (+10)
23.46% more ownership
Funds ownership: 50.99% → 74.45% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$4.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 4 |
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$1.58M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robertson Stephens Wealth Management
San Francisco,
California
|
-$1.64M |
| 2 |
Jane Street
New York
|
-$1.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$612K |
| 4 |
Day & Ennis
Macon,
Georgia
|
-$303K |
| 5 |
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$180K |
IBHF Hedge Fund Activity: Q3 2023 in Review
51 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2023, worth a combined $68.7M — up 45% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBHF positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $4.05M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $1.64M.
- 51 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2023, up from 41 in Q2 2023.
- Funds reported $68.7M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2023, up 45% quarter-over-quarter.
- 14 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +10 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2023 was Ashton Thomas Private Wealth, an estimated $4.05M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2023 was Robertson Stephens Wealth Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2023.