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iShares iBonds 2026 Term High Yield and Income ETF

138 hedge funds and large institutions have $562M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
1.85%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
18
Increased
76
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
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 -$11.8M -508,803 -25%
SFG
3
Sterling Financial Group
California
$28.1M +$28.1M +1,210,761 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$27.1M +$1.77M +76,257 +7%
PAG
5
Private Advisor Group
New Jersey
$26M +$2.25M +96,932 +10%
Wells Fargo
6
Wells Fargo
California
$24.7M +$4.78M +205,971 +24%
LIA
7
LBMC Investment Advisors
Tennessee
$19.8M +$2.3M +99,009 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$18.5M +$160K +6,906 +0.9%
SG
9
Straightline Group
Michigan
$17.8M +$726K +31,232 +4%
LPL Financial
10
LPL Financial
California
$17M +$4.45M +191,647 +35%
AF
11
Arrow Financial
New York
$16.8M +$9.05M +389,382 +116%
CL
12
COWA LLC
Oklahoma
$15.9M +$3.28M +141,373 +26%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$13.9M +$3.72M +160,160 +37%
RA
14
Ruggaard & Associates
Ohio
$13.3M -$295K -12,709 -2%
Raymond James Financial
15
Raymond James Financial
Florida
$13.2M +$2.68M +115,567 +25%
LFS
16
Littlejohn Financial Services
Oregon
$12M +$4.79M +205,986 +66%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$10.4M -$1.03M -44,274 -9%
KTM
18
Keeler Thomas Management
Utah
$9.66M +$1.3M +56,019 +16%
OMC
19
Old Mission Capital
Illinois
$8.68M +$8.28M +356,344 +2,046%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.13M +$201K +8,658 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.63M +$1.89M +81,548 +33%
IWC
22
Integrated Wealth Concepts
Massachusetts
$7.35M +$560K +24,101 +8%
SIA
23
Summit Investment Advisors
Maryland
$7.04M +$296K +12,779 +4%
SIAS
24
Summit Investment Advisory Services
Minnesota
$6.91M +$6.91M +297,431 New
MA
25
Mutual Advisors
Nebraska
$6.32M +$193K +8,305 +3%