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iShares iBonds 2026 Term High Yield and Income ETF

116 hedge funds and large institutions have $423M 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, 56 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
116
Holders Change
+30
Holders Change %
+34.88%
% of All Funds
1.54%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
36
Increased
56
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69.8M +$15.8M +680,999 +29%
Morgan Stanley
2
Morgan Stanley
New York
$40.3M +$28.1M +1,214,442 +231%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$24.1M -$3.51M -151,409 -13%
PAG
4
Private Advisor Group
New Jersey
$20.9M +$14.8M +638,000 +239%
Wells Fargo
5
Wells Fargo
California
$18.7M +$6.57M +283,731 +54%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$17.5M +$3.06M +132,186 +21%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$16.1M +$1.43M +61,596 +10%
RA
8
Ruggaard & Associates
Ohio
$13.4M +$119K +5,153 +0.9%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$10M +$295K +12,733 +3%
LIA
10
LBMC Investment Advisors
Tennessee
$9.95M +$5.04M +217,764 +103%
CFS
11
Commonwealth Financial Services
West Virginia
$9.82M -$62.3K -2,692 -0.6%
LPL Financial
12
LPL Financial
California
$9.54M -$1.22M -52,850 -11%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$8.15M +$2.96M +127,831 +57%
Raymond James Financial
14
Raymond James Financial
Florida
$7.95M +$7.95M +343,387 New
CL
15
COWA LLC
Oklahoma
$7.9M +$1.73M +74,597 +28%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.79M +$372K +16,051 +5%
LFS
17
Littlejohn Financial Services
Oregon
$7.29M +$7.29M +314,946 New
PPWM
18
PFG Private Wealth Management
Florida
$6.68M +$258K +11,136 +4%
SIA
19
Summit Investment Advisors
Maryland
$6.53M +$6.53M +279,844 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.59M -$188K -8,143 -3%
MA
21
Mutual Advisors
Nebraska
$5.24M +$559K +23,954 +12%
Lido Advisors
22
Lido Advisors
California
$5.24M +$804K +34,717 +18%
GI
23
GAMMA Investing
California
$4.8M +$1.6M +69,138 +50%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.21M +$1.29M +55,904 +44%
FA
25
FF Advisors
California
$3.68M -$549K -23,623 -13%