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iShares iBonds 2026 Term High Yield and Income ETF

181 hedge funds and large institutions have $641M invested in iShares iBonds 2026 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

4% more funds holding

Funds holding: 174181 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

4.37% less ownership

Funds ownership: 66.61%62.23% (-4.4%)

10% less capital invested

Capital invested by funds: $714M → $641M (-$73.4M)

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.23%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
83
Reduced
60
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$46.9M +$3.87M +168,193 +9%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M +$379K +16,448 +1%
AF
3
Arrow Financial
New York
$31M +$3.07M +133,494 +11%
LIA
4
LBMC Investment Advisors
Tennessee
$25.8M +$406K +17,634 +2%
CL
5
COWA LLC
Oklahoma
$25.5M +$3.17M +137,539 +14%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$24.5M -$33.7K -1,462 -0.1%
Wells Fargo
7
Wells Fargo
California
$23.4M -$2.22M -96,372 -9%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$21.7M
SG
9
Straightline Group
Michigan
$20.9M +$2.15M +93,423 +11%
Bank of America
10
Bank of America
North Carolina
$19.3M -$25.2M -1,094,783 -57%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8M -$641K -27,844 -3%
PAG
12
Private Advisor Group
New Jersey
$15.7M -$14.5M -630,973 -48%
Raymond James Financial
13
Raymond James Financial
Florida
$15.3M -$1.49M -64,845 -9%
LFS
14
Littlejohn Financial Services
Oregon
$13.7M -$150K -6,526 -1%
HC
15
Hurley Capital
New York
$13.1M +$1.09M +47,282 +9%
RA
16
Ruggaard & Associates
Ohio
$12.1M +$92.1K +3,998 +0.8%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$10.9M -$28.3K -1,228 -0.3%
CP
18
Cornerstone Planning
North Carolina
$9.86M -$282K -12,237 -3%
PCS
19
Private Client Services
Kentucky
$9.6M +$3.44M +149,555 +56%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$9.6M -$51.6K -2,239 -0.5%
BW
21
BIP Wealth
Georgia
$9.15M +$677K +29,394 +8%
SWP
22
Stratos Wealth Partners
Ohio
$8.94M +$209K +9,087 +2%
SFA
23
Sequoia Financial Advisors
Ohio
$7.76M -$14.4M -624,767 -65%
MA
24
Mutual Advisors
Nebraska
$7.59M +$615K +26,711 +9%
IWC
25
Integrated Wealth Concepts
Massachusetts
$7.31M -$185K -8,039 -2%