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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

51 hedge funds and large institutions have $71.6M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

51% more capital invested

Capital invested by funds: $47.5M → $71.6M (+$24M)

28% more funds holding

Funds holding: 40 → 51 (+11)

10.13% more ownership

Funds ownership: 50.98% → 61.11% (+10%)

Holders
51
Holders Change
+11
Holders Change %
+27.5%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
24
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.05M
2
GBWM
Granite Bay Wealth Management
New Hampshire
+$2.85M
3
Bank of America
Bank of America
North Carolina
+$2.01M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.97M
5
SWM
Scissortail Wealth Management
Oklahoma
+$1.58M

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
-$1.64M
2
Jane Street
Jane Street
New York
-$1.55M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$612K
4
DE
Day & Ennis
Georgia
-$303K
5
ACM
Absolute Capital Management
Pennsylvania
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.77M +$2.01M +88,931 +30%
CFS
2
Commonwealth Financial Services
West Virginia
$8.64M +$8.68M +383,515 New
HighTower Advisors
3
HighTower Advisors
Illinois
$5.71M +$100K +4,420 +2%
Wells Fargo
4
Wells Fargo
California
$4.94M +$3.58K +158 +0.1%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$4.03M +$4.05M +178,796 New
Jane Street
6
Jane Street
New York
$3.71M -$1.55M -68,316 -29%
ACM
7
Absolute Capital Management
Pennsylvania
$3.6M -$180K -7,934 -5%
LPL Financial
8
LPL Financial
California
$2.99M +$366K +16,152 +14%
Morgan Stanley
9
Morgan Stanley
New York
$2.86M +$607K +26,811 +27%
GBWM
10
Granite Bay Wealth Management
New Hampshire
$2.85M +$2.85M +126,000 New
RSWM
11
Robertson Stephens Wealth Management
California
$2.64M -$1.64M -72,260 -38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.96M +$1.97M +87,102 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.73M +$562K +24,816 +48%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.7M +$1.25M +55,081 +269%
SWM
15
Scissortail Wealth Management
Oklahoma
$1.55M +$1.58M +69,761 New
TFS
16
Thoroughbred Financial Services
Tennessee
$1.42M +$435K +19,212 +44%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.1M +$556K +24,564 +101%
IA
18
IFP Advisors
Florida
$1.02M +$395K +17,450 +62%
SWP
19
Summit Wealth Partners
Florida
$873K -$83.9K -3,707 -9%
NA
20
NewEdge Advisors
Louisiana
$837K +$244K +10,773 +41%
SPWM
21
Straight Path Wealth Management
Michigan
$814K +$109K +4,836 +15%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$590K +$593K +26,197 New
SCA
23
Snowden Capital Advisors
New York
$581K +$119K +5,257 +26%
WI
24
WrapManager Inc
California
$548K +$34.6K +1,530 +7%
IWC
25
Integrated Wealth Concepts
Massachusetts
$531K +$41.7K +1,842 +8%
1
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IBHF Hedge Fund Activity: Q3 2023 in Review

51 of the 6,301 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 $71.6M — up 51% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBHF positions and 4 closed out — a net gain of 11 holders — while 24 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 40 in Q2 2023.
  • Funds reported $71.6M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2023, up 51% quarter-over-quarter.
  • 15 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2023 and 4 closed out, a net change of +11 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.