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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Straightline Group
Troy,
Michigan
|
+$17.1M |
| 2 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$8.37M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$7.58M |
| 4 |
Goldman Sachs
New York
|
+$6.94M |
| 5 |
Morgan Stanley
New York
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$21.4M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$15.6M |
| 3 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$7.04M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$6.55M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$805K |
IBHF Hedge Fund Activity: Q1 2025 in Review
135 of the 7,472 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.