iShares iBonds 2026 Term High Yield and Income ETF
IBHF
87 hedge funds and large institutions have $302M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 7 closing their positions.
161% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 18
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
19% more capital invested
Capital invested by funds: $254M → $302M (+$48.7M)
4% more funds holding
Funds holding: 84 → 87 (+3)
2.67% less ownership
Funds ownership: 63.23% → 60.56% (-2.7%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.49M |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$3.09M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.06M |
Top Sellers
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$11.3M |
| 2 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$2.89M |
| 3 |
Jane Street
New York
|
-$1.85M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.03M |
IBHF Hedge Fund Activity: Q3 2024 in Review
87 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q3 2024, worth a combined $302M — up 19% from $254M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBHF positions and 7 closed out — a net gain of 3 holders — while 47 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was NewEdge Advisors, cutting an estimated $11.3M.
- 87 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q3 2024, up from 84 in Q2 2024.
- Funds reported $302M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 10 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q3 2024 and 7 closed out, a net change of +3 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q3 2024 was Bank of America, an estimated $18.9M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q3 2024 was NewEdge Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2024.