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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

91 hedge funds and large institutions have $257M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

21% more funds holding

Funds holding: 75 → 91 (+16)

15% more capital invested

Capital invested by funds: $223M → $257M (+$34.1M)

1.13% less ownership

Funds ownership: 67.2% → 66.07% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
23
Increased
41
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Threadgill Financial
Texas
+$11.2M
2
SWM
Scissortail Wealth Management
Oklahoma
+$10M
3
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.52M
4
LIA
LBMC Investment Advisors
Tennessee
+$2.73M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
KTM
Keeler Thomas Management
Utah
-$6.61M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$996K
3
UBS Group
UBS Group
Switzerland
-$959K
4
NA
NewEdge Advisors
Louisiana
-$670K
5
Bank of America
Bank of America
North Carolina
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$1.57M +$397K +16,888 +33%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.55M +$446K +18,965 +40%
BPA
28
Beacon Pointe Advisors
California
$1.33M +$200K +8,489 +17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.01M +$337K +14,333 +50%
UBS Group
30
UBS Group
Switzerland
$912K -$959K -40,795 -51%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$908K +$75.2K +3,197 +9%
FAL
32
Focused Alpha LLC
Colorado
$906K +$33.9K +1,440 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$873K +$4.02K +171 +0.5%
RSWM
34
Robertson Stephens Wealth Management
California
$850K +$858K +36,513 New
CF
35
Cyr Financial
Illinois
$819K -$40.3K -1,715 -5%
WI
36
WrapManager Inc
California
$816K +$1.15K +49 +0.1%
IAS
37
Insigneo Advisory Services
Florida
$730K +$49.9K +2,122 +7%
Citadel Advisors
38
Citadel Advisors
Florida
$687K +$694K +29,519 New
KPWS
39
Kestra Private Wealth Services
Texas
$618K +$60K +2,550 +11%
HBT
40
Heartland Bank & Trust
Illinois
$582K +$587K +24,981 New
FWTB
41
First Western Trust Bank
Colorado
$487K +$492K +20,938 New
HNW
42
High Note Wealth
Minnesota
$423K +$363K +15,450 +565%
SCA
43
Snowden Capital Advisors
New York
$422K +$202K +8,607 +91%
PAG
44
Private Advisor Group
New Jersey
$410K +$414K +17,598 New
HSG
45
Helen Stephens Group
Texas
$404K – – –
ME
46
McIlrath & Eck
Washington
$403K +$205K +8,712 +101%
MA
47
Mutual Advisors
Nebraska
$400K -$43.6K -1,854 -10%
Stifel Financial
48
Stifel Financial
Missouri
$398K +$402K +17,097 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$385K +$7.29K +310 +2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$383K +$59.7K +2,538 +18%
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IBHI Hedge Fund Activity: Q1 2026 in Review

91 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q1 2026, worth a combined $257M — up 15% from $223M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBHI positions and 5 closed out — a net gain of 18 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was Threadgill Financial, adding an estimated $11.2M. The largest seller was Keeler Thomas Management, cutting an estimated $6.61M.

  • 91 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $257M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 23 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q1 2026 and 5 closed out, a net change of +18 holders.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q1 2026 was Threadgill Financial, an estimated $11.2M added.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q1 2026 was Keeler Thomas Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q1 2026.