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iShares iBonds 2026 Term High Yield and Income ETF

174 hedge funds and large institutions have $714M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 31

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $626M → $714M (+$88.9M)

10% more funds holding

Funds holding: 158174 (+16)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.26% more ownership

Funds ownership: 64.35%66.61% (+2.3%)

Holders
174
Holders Change
+16
Holders Change %
+10.13%
% of All Funds
2.12%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
30
Increased
94
Reduced
31
Closed
11
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
$44.7M -$7.54M -325,003 -14%
LPL Financial
2
LPL Financial
California
$43.3M +$9.86M +424,903 +29%
Morgan Stanley
3
Morgan Stanley
New York
$38M +$7.3M +314,617 +24%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$32.4M +$3.62M +156,165 +12%
PAG
5
Private Advisor Group
New Jersey
$30.4M +$2.79M +120,225 +10%
AF
6
Arrow Financial
New York
$28.1M +$7.3M +314,399 +35%
Wells Fargo
7
Wells Fargo
California
$25.8M -$99.2K -4,275 -0.4%
LIA
8
LBMC Investment Advisors
Tennessee
$25.5M +$1.57M +67,553 +7%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$24.7M +$2M +86,030 +9%
SFA
10
Sequoia Financial Advisors
Ohio
$22.2M +$22.3M +962,739 New
CL
11
COWA LLC
Oklahoma
$21.8M +$4.39M +188,995 +24%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$21.7M +$6.58M +283,435 +43%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6M +$19.7M +848,632 New
SG
14
Straightline Group
Michigan
$18.9M +$274K +11,826 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$16.8M +$2.02M +87,151 +14%
LFS
16
Littlejohn Financial Services
Oregon
$14M +$336K +14,492 +2%
HC
17
Hurley Capital
New York
$12.1M +$1.81M +77,975 +17%
RA
18
Ruggaard & Associates
Ohio
$12.1M -$1.38M -59,640 -10%
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$11M +$511K +22,002 +5%
CP
20
Cornerstone Planning
North Carolina
$10.2M +$10.2M +441,148 New
KTM
21
Keeler Thomas Management
Utah
$9.8M +$64.5K +2,780 +0.7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$9.7M +$1.38M +59,284 +16%
SWP
23
Stratos Wealth Partners
Ohio
$8.78M +$298K +12,830 +3%
BW
24
BIP Wealth
Georgia
$8.53M +$8.57M +369,470 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.51M -$1.12M -48,224 -12%