We are live on ! Find out more
IBHF icon

iShares iBonds 2026 Term High Yield and Income ETF

138 hedge funds and large institutions have $557M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 27

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $497M → $557M (+$59.9M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.29% more ownership

Funds ownership: 62.03%64.32% (+2.3%)

2% more funds holding

Funds holding: 135138 (+3)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
1.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
17
Increased
78
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49.9M +$1.19M +51,436 +2%
Morgan Stanley
2
Morgan Stanley
New York
$35.4M -$11.7M -508,803 -25%
SFG
3
Sterling Financial Group
California
$28.1M +$27.9M +1,210,761 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$27.1M +$1.76M +76,257 +7%
PAG
5
Private Advisor Group
New Jersey
$26M +$2.24M +96,932 +10%
Wells Fargo
6
Wells Fargo
California
$24.7M +$4.75M +205,971 +24%
LIA
7
LBMC Investment Advisors
Tennessee
$19.8M +$2.28M +99,009 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$18.5M +$159K +6,906 +0.9%
SG
9
Straightline Group
Michigan
$17.8M +$720K +31,232 +4%
LPL Financial
10
LPL Financial
California
$17M +$4.42M +191,647 +35%
AF
11
Arrow Financial
New York
$16.8M +$8.98M +389,382 +116%
CL
12
COWA LLC
Oklahoma
$15.9M +$3.26M +141,373 +26%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$13.9M +$3.69M +160,160 +37%
RA
14
Ruggaard & Associates
Ohio
$13.3M -$293K -12,709 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$13.2M +$2.67M +115,567 +25%
LFS
16
Littlejohn Financial Services
Oregon
$12M +$4.75M +205,986 +66%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$10.4M -$1.02M -44,274 -9%
KTM
18
Keeler Thomas Management
Utah
$9.66M +$1.29M +56,019 +16%
OMC
19
Old Mission Capital
Illinois
$8.68M +$8.22M +356,344 +2,046%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.13M +$200K +8,658 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.63M +$1.88M +81,548 +33%
IWC
22
Integrated Wealth Concepts
Massachusetts
$7.35M +$556K +24,101 +8%
SIA
23
Summit Investment Advisors
Maryland
$7.04M +$295K +12,779 +4%
MA
24
Mutual Advisors
Nebraska
$6.32M +$192K +8,305 +3%
UBS Group
25
UBS Group
Switzerland
$6.1M +$106K +4,608 +2%

IBHF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) for Q2 2025, worth a combined $557M — up 12% from $497M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBHF positions and 13 closed out — a net gain of 4 holders — while 78 added to existing stakes and 27 trimmed.

The largest buyer was Sterling Financial Group, opening a new position worth an estimated $27.9M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.

  • 138 institutional investors held iShares iBonds 2026 Term High Yield and Income ETF (IBHF) as of Q2 2025, up from 135 in Q1 2025.
  • Funds reported $557M of iShares iBonds 2026 Term High Yield and Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 17 funds opened new iShares iBonds 2026 Term High Yield and Income ETF positions in Q2 2025 and 13 closed out, a net change of +4 holders.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF buyer in Q2 2025 was Sterling Financial Group, an estimated $27.9M added.
  • The largest iShares iBonds 2026 Term High Yield and Income ETF seller in Q2 2025 was Morgan Stanley, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.