iShares iBonds 2027 Term High Yield and Income ETF
IBHG
136 hedge funds and large institutions have $316M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 32 reducing their positions, and 10 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 32
88% more capital inflows, than outflows
Capital inflows: $103M | Capital outflows: $54.6M
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
5% more funds holding
Funds holding: 130 → 136 (+6)
3.46% more ownership
Funds ownership: 59.31% → 62.77% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrow Financial
Glens Falls,
New York
|
+$32.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$32.5M |
| 3 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$4.49M |
| 4 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$3.44M |
| 5 |
BlackRock
New York
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Threadgill Financial
Spring,
Texas
|
-$21.3M |
| 2 |
Bank of New York Mellon
New York
|
-$8.54M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$8.36M |
| 4 |
Commonwealth Financial Services
Vienna,
West Virginia
|
-$5.91M |
| 5 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$2.45M |
IBHG Hedge Fund Activity: Q2 2026 in Review
136 of the 8,377 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) for Q2 2026, worth a combined $316M — up 18% from $268M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBHG positions and 10 closed out — a net gain of 7 holders — while 66 added to existing stakes and 32 trimmed.
The largest buyer was Arrow Financial, opening a new position worth an estimated $32.9M. The largest seller was Threadgill Financial, exiting entirely with an estimated $21.3M sold.
- 136 institutional investors held iShares iBonds 2027 Term High Yield and Income ETF (IBHG) as of Q2 2026, up from 130 in Q1 2026.
- Funds reported $316M of iShares iBonds 2027 Term High Yield and Income ETF stock for Q2 2026, up 18% quarter-over-quarter.
- 17 funds opened new iShares iBonds 2027 Term High Yield and Income ETF positions in Q2 2026 and 10 closed out, a net change of +7 holders.
- The largest iShares iBonds 2027 Term High Yield and Income ETF buyer in Q2 2026 was Arrow Financial, an estimated $32.9M added.
- The largest iShares iBonds 2027 Term High Yield and Income ETF seller in Q2 2026 was Threadgill Financial, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2026.