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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Overview Fund Activity

75 hedge funds and large institutions have $257M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
35
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$20.3M
2
Bank of America
Bank of America
North Carolina
$42.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.8M
4
PPWM
PFG Private Wealth Management
Florida
$5.88M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$26.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$9.62M
2
HighTower Advisors
HighTower Advisors
Illinois
$6.8M
3
Jane Street
Jane Street
New York
$0
4
GBWM
Granite Bay Wealth Management
New Hampshire
$0
5
AWM
AE Wealth Management
Kansas
$929K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.6M +$19.1M +828,814 +82%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M +$5.23M +226,637 +25%
Goldman Sachs
3
Goldman Sachs
New York
$20.3M +$20.3M +880,533 New
ATPW
4
Ashton Thomas Private Wealth
Arizona
$15.8M -$69.3K -3,005 -0.4%
NA
5
NewEdge Advisors
Louisiana
$13.8M +$1.86M +80,671 +16%
RA
6
Ruggaard & Associates
Ohio
$13M +$334K +14,470 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$8.67M +375,911 +278%
CFS
8
Commonwealth Financial Services
West Virginia
$9.73M -$17.5K -762 -0.2%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$9.65M -$77.1K -3,344 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$9.62M -$9.6M -416,148 -50%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.8M -$6.45M -280,163 -49%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.71M +$3.8M +164,607 +130%
PPWM
13
PFG Private Wealth Management
Florida
$5.88M +$5.87M +254,379 +43,115%
Wells Fargo
14
Wells Fargo
California
$5.54M -$154K -6,671 -3%
LPL Financial
15
LPL Financial
California
$4.32M +$677K +29,367 +19%
FA
16
FF Advisors
California
$3.97M +$1.77M +76,570 +80%
MA
17
Mutual Advisors
Nebraska
$3.73M +$3.73M +161,722 New
Lido Advisors
18
Lido Advisors
California
$3.41M +$607K +26,314 +22%
SWM
19
Scissortail Wealth Management
Oklahoma
$2.91M +$99.1K +4,297 +4%
PCS
20
Private Client Services
Kentucky
$2.8M +$1.01M +43,842 +57%
RSWM
21
Robertson Stephens Wealth Management
California
$2.7M +$154K +6,667 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.6M +$68.8K +2,981 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.6M +$282K +12,237 +12%
LIA
24
LBMC Investment Advisors
Tennessee
$2.42M +$2.42M +105,130 New
ACM
25
Absolute Capital Management
Pennsylvania
$2.26M +$56.3K +2,443 +3%
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