iShares iBonds 2027 Term High Yield and Income ETF
IBHG
127 hedge funds and large institutions have $267M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
90% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 31
9% more funds holding
Funds holding: 116 → 127 (+11)
2% more capital invested
Capital invested by funds: $263M → $267M (+$4.43M)
3.63% less ownership
Funds ownership: 62.77% → 59.14% (-3.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
TF
Threadgill Financial
Spring,
Texas
|
+$21.1M |
| 2 |
Bank of New York Mellon
New York
|
+$8.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.76M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.08M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.9M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.03M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$6.78M |
| 4 |
HC
Hurley Capital
New York
|
-$4.12M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.94M |
IBHG Hedge Fund Activity: Q1 2026 in Review
127 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q1 2026, worth a combined $267M — up 1.7% from $263M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBHG positions and 5 closed out — a net gain of 15 holders — while 59 added to existing stakes and 31 trimmed.
The largest buyer was Threadgill Financial, adding an estimated $21.1M. The largest seller was Osaic Holdings, cutting an estimated $14.9M.
- 127 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q1 2026, up from 116 in Q4 2025.
- Funds reported $267M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q1 2026, up 1.7% quarter-over-quarter.
- 20 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q1 2026 and 5 closed out, a net change of +15 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q1 2026 was Threadgill Financial, an estimated $21.1M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q1 2026 was Osaic Holdings, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2026.