iShares iBonds 2029 Term High Yield and Income ETF
IBHI
93 hedge funds and large institutions have $258M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 13 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
322% more capital inflows, than outflows
Capital inflows: $50.9M | Capital outflows: $12.1M
223% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 13
22% more funds holding
Funds holding: 76 → 93 (+17)
1.13% less ownership
Funds ownership: 67.37% → 66.25% (-1.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Threadgill Financial
Spring,
Texas
|
+$11.2M |
| 2 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$10M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.52M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$6.61M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$996K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$959K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$670K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$519K |
IBHI Hedge Fund Activity: Q1 2026 in Review
93 of the 8,210 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 $258M — up 15% from $223M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBHI positions and 5 closed out — a net gain of 19 holders — while 42 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.
- 93 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q1 2026, up from 76 in Q4 2025.
- Funds reported $258M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q1 2026, up 15% quarter-over-quarter.
- 24 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q1 2026 and 5 closed out, a net change of +19 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.