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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

135 hedge funds and large institutions have $497M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

196% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 24

17% more capital invested

Capital invested by funds: $424M → $497M (+$73M)

14% more funds holding

Funds holding: 118 → 135 (+17)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

3.45% less ownership

Funds ownership: 65.48% → 62.03% (-3.4%)

Holders
135
Holders Change
+17
Holders Change %
+14.41%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
27
Increased
71
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
Straightline Group
Michigan
+$17.1M
2
KTM
Keeler Thomas Management
Utah
+$8.37M
3
LIA
LBMC Investment Advisors
Tennessee
+$7.58M
4
Goldman Sachs
Goldman Sachs
New York
+$6.94M
5
Morgan Stanley
Morgan Stanley
New York
+$6.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.4M
2
ATPW
Ashton Thomas Private Wealth
Arizona
-$15.6M
3
CFS
Commonwealth Financial Services
West Virginia
-$7.04M
4
PPWM
PFG Private Wealth Management
Florida
-$6.55M
5
Lido Advisors
Lido Advisors
California
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48.6M -$21.4M -921,156 -31%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M +$6.83M +293,219 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$25.3M +$1.19M +51,307 +5%
PAG
4
Private Advisor Group
New Jersey
$23.7M +$2.68M +115,317 +13%
Wells Fargo
5
Wells Fargo
California
$19.9M +$1.14M +48,813 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$807K +34,654 +5%
LIA
7
LBMC Investment Advisors
Tennessee
$17.5M +$7.58M +325,434 +76%
SG
8
Straightline Group
Michigan
$17.1M +$17.1M +734,830 New
RA
9
Ruggaard & Associates
Ohio
$13.6M +$153K +6,590 +1%
CL
10
COWA LLC
Oklahoma
$12.6M +$4.72M +202,821 +59%
LPL Financial
11
LPL Financial
California
$12.6M +$3.03M +130,384 +32%
BWFA
12
Baltimore-Washington Financial Advisors
Maryland
$11.4M +$1.35M +58,085 +13%
Raymond James Financial
13
Raymond James Financial
Florida
$10.5M +$2.56M +110,008 +32%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$10.2M +$2.01M +86,288 +25%
KTM
15
Keeler Thomas Management
Utah
$8.35M +$8.37M +359,756 New
HighTower Advisors
16
HighTower Advisors
Illinois
$7.92M +$110K +4,721 +1%
AF
17
Arrow Financial
New York
$7.78M +$6.06M +260,419 +350%
LFS
18
Littlejohn Financial Services
Oregon
$7.23M -$84.7K -3,638 -1%
Goldman Sachs
19
Goldman Sachs
New York
$6.93M +$6.94M +298,348 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.78M +$5.15M +221,355 +313%
SIA
21
Summit Investment Advisors
Maryland
$6.72M +$271K +11,621 +4%
MA
22
Mutual Advisors
Nebraska
$6.11M +$905K +38,899 +17%
UBS Group
23
UBS Group
Switzerland
$5.99M +$3.66M +157,325 +156%
GI
24
GAMMA Investing
California
$5.79M +$976K +41,938 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.74M +$130K +5,583 +2%
1
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IBHF Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q1 2025, worth a combined $497M — up 17% from $424M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBHF positions and 9 closed out — a net gain of 18 holders — while 71 added to existing stakes and 24 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $17.1M. The largest seller was Bank of America, cutting an estimated $21.4M.

  • 135 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q1 2025, up from 118 in Q4 2024.
  • Funds reported $497M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 27 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q1 2025 and 9 closed out, a net change of +18 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q1 2025 was Straightline Group, an estimated $17.1M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q1 2025 was Bank of America, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2025.