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iShares iBonds 2026 Term High Yield and Income ETF

158 hedge funds and large institutions have $626M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

14% more funds holding

Funds holding: 138158 (+20)

12% more capital invested

Capital invested by funds: $557M → $626M (+$68.8M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.03% more ownership

Funds ownership: 64.32%64.35% (+0.03%)

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.07%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
31
Increased
82
Reduced
26
Closed
7
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
$52.9M +$2.65M +113,769 +5%
LPL Financial
2
LPL Financial
California
$34M +$16.7M +718,365 +98%
Morgan Stanley
3
Morgan Stanley
New York
$31.2M -$4.47M -192,031 -13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.9M +81,711 +7%
PAG
5
Private Advisor Group
New Jersey
$28M +$1.84M +79,208 +7%
Wells Fargo
6
Wells Fargo
California
$26.2M +$1.31M +56,352 +5%
SFG
7
Sterling Financial Group
California
$25.4M -$2.93M -125,873 -10%
LIA
8
LBMC Investment Advisors
Tennessee
$24.3M +$4.29M +184,325 +22%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$23M +$4.29M +184,315 +23%
AF
10
Arrow Financial
New York
$21.1M +$4.12M +177,300 +24%
SG
11
Straightline Group
Michigan
$18.8M +$940K +40,431 +5%
CL
12
COWA LLC
Oklahoma
$18.3M +$2.26M +97,263 +14%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$15.3M +$1.32M +56,668 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$15M +$1.7M +73,255 +13%
LFS
15
Littlejohn Financial Services
Oregon
$13.8M +$1.69M +72,692 +14%
RA
16
Ruggaard & Associates
Ohio
$13.7M +$218K +9,384 +2%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$10.7M +$235K +10,103 +2%
HC
18
Hurley Capital
New York
$10.4M +$4.57M +196,652 +79%
KTM
19
Keeler Thomas Management
Utah
$9.87M +$143K +6,149 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.75M +$2.06M +88,380 +27%
SWP
21
Stratos Wealth Partners
Ohio
$8.6M +$5.32M +228,807 +165%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$8.45M +$6.22M +267,203 +284%
IWC
23
Integrated Wealth Concepts
Massachusetts
$7.53M +$135K +5,794 +2%
SB
24
Strategic Blueprint
Georgia
$7.11M +$5.93M +254,732 +516%
MA
25
Mutual Advisors
Nebraska
$7.06M +$713K +30,640 +11%