iShares iBonds 2026 Term High Yield and Income ETF
IBHF
119 hedge funds and large institutions have $424M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 15 reducing their positions, and 3 closing their positions.
1,750% more capital inflows, than outflows
Capital inflows: $142M | Capital outflows: $7.69M
1,100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 3
293% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
34% more funds holding
Funds holding: 89 → 119 (+30)
4.83% more ownership
Funds ownership: 60.65% → 65.49% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$14.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.59M |
| 5 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.52M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.23M |
| 3 |
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
-$821K |
| 4 |
FA
FF Advisors
Manhattan Beach,
California
|
-$549K |
| 5 |
Robertson Stephens Wealth Management
San Francisco,
California
|
-$458K |
IBHF Hedge Fund Activity: Q4 2024 in Review
119 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q4 2024, worth a combined $424M — up 40% from $303M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBHF positions and 3 closed out — a net gain of 33 holders — while 59 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.52M.
- 119 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q4 2024, up from 89 in Q3 2024.
- Funds reported $424M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q4 2024, up 40% quarter-over-quarter.
- 36 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q4 2024 and 3 closed out, a net change of +33 holders.
- The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $28.2M added.
- The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $3.52M sold.
Based on aggregated 13F filings for Q4 2024.