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iShares iBonds 2026 Term High Yield and Income ETF

84 hedge funds and large institutions have $254M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

11% more funds holding

Funds holding: 7684 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $257M → $254M (-$3.86M)

6.12% less ownership

Funds ownership: 69.35%63.23% (-6.1%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.7M -$7.56M -330,715 -18%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26M -$348K -15,211 -1%
ATPW
3
Ashton Thomas Private Wealth
Arizona
$14.9M -$769K -33,674 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$1.65M +72,260 +14%
RA
5
Ruggaard & Associates
Ohio
$12.9M +$56.4K +2,466 +0.4%
NA
6
NewEdge Advisors
Louisiana
$12.4M -$1.23M -54,004 -9%
Morgan Stanley
7
Morgan Stanley
New York
$10.7M +$1.15M +50,391 +12%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$9.54M -$45.6K -1,994 -0.5%
CFS
9
Commonwealth Financial Services
West Virginia
$9.42M -$297K -12,981 -3%
Wells Fargo
10
Wells Fargo
California
$9.02M +$3.5M +153,188 +64%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.32M +$555K +24,303 +8%
LPL Financial
12
LPL Financial
California
$7.18M +$2.88M +126,118 +67%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.89M +$229K +10,019 +3%
PPWM
14
PFG Private Wealth Management
Florida
$6.26M +$420K +18,396 +7%
MA
15
Mutual Advisors
Nebraska
$4.38M +$644K +28,180 +17%
Lido Advisors
16
Lido Advisors
California
$3.97M +$581K +25,423 +17%
FA
17
FF Advisors
California
$3.87M -$71.9K -3,148 -2%
LIA
18
LBMC Investment Advisors
Tennessee
$3.83M +$1.42M +62,205 +59%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$3.19M +$1.52M +66,670 +92%
CL
20
COWA LLC
Oklahoma
$3.04M +$3.04M +132,889 New
SWM
21
Scissortail Wealth Management
Oklahoma
$2.87M -$18.6K -816 -0.6%
PCS
22
Private Client Services
Kentucky
$2.81M +$27.6K +1,209 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.71M +$125K +5,482 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.66M +$74.3K +3,252 +3%
ACM
25
Absolute Capital Management
Pennsylvania
$2.49M +$239K +10,479 +11%

IBHF Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2024, worth a combined $254M — down 1.5% from $257M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBHF positions and 7 closed out — a net gain of 9 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $20.3M sold.

  • 84 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $254M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 16 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2024 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2024 was Wells Fargo, an estimated $3.5M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2024 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2024.