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iShares iBonds 2030 Term High Yield and Income ETF

48 hedge funds and large institutions have $58.3M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

646% more call options, than puts

Call options by funds: $7.65M | Put options by funds: $1.02M

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

26% more funds holding

Funds holding: 3848 (+10)

22% more capital invested

Capital invested by funds: $47.9M → $58.3M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.06% less ownership

Funds ownership: 49.34%47.28% (-2.1%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
7
Closed
1
Calls
$7.65M
Puts
$1.02M
Net Calls
+$6.63M
Net Calls Change
+$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$24.5M +$3.29M +123,918 +15%
MSRI
2
Michael S. Ryan Inc
New York
$5.34M +$219K +8,248 +4%
CPIG
3
Chicago Partners Investment Group
Illinois
$5.03M +$5.02M +189,504 New
LPL Financial
4
LPL Financial
California
$2.52M +$1.59M +60,034 +167%
Bank of America
5
Bank of America
North Carolina
$2.35M +$588K +22,160 +33%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$2.23M +$1.91M +71,899 +542%
SPWM
7
Straight Path Wealth Management
Michigan
$1.94M +$74.9K +2,826 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.81M +$409K +15,432 +29%
BlackRock
9
BlackRock
New York
$1.58M +$398K +15,020 +33%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.53M +$221K +8,340 +17%
WI
11
WrapManager Inc
California
$814K -$1.19K -45 -0.1%
KTM
12
Keeler Thomas Management
Utah
$744K -$1.75M -66,180 -70%
FAL
13
Focused Alpha LLC
Colorado
$628K +$232K +8,765 +58%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$576K +$74.2K +2,797 +15%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$569K +$3.53K +133 +0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$551K -$964K -36,344 -63%
FWTB
17
First Western Trust Bank
Colorado
$488K +$493K +18,608 New
Raymond James Financial
18
Raymond James Financial
Florida
$461K +$12.7K +478 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$430K -$2.25K -85 -0.5%
Jane Street
20
Jane Street
New York
$426K -$1.17M -44,142 -73%
FCH
21
Freestone Capital Holdings
Washington
$350K -$130K -4,920 -27%
KPWS
22
Kestra Private Wealth Services
Texas
$345K +$32.1K +1,209 +10%
SWM
23
Segment Wealth Management
Texas
$339K +$343K +12,925 New
HSG
24
Helen Stephens Group
Texas
$296K
SWM
25
Stockman Wealth Management
Montana
$290K +$83.3K +3,140 +40%

IBHJ Hedge Fund Activity: Q1 2026 in Review

48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q1 2026, worth a combined $58.3M — up 22% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBHJ positions and 1 closed out — a net gain of 10 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Chicago Partners Investment Group, opening a new position worth an estimated $5.02M. The largest seller was Keeler Thomas Management, cutting an estimated $1.75M.

  • 48 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $58.3M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 11 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q1 2026 and 1 closed out, a net change of +10 holders.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q1 2026 was Chicago Partners Investment Group, an estimated $5.02M added.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q1 2026 was Keeler Thomas Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2026.