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IBHK

iShares iBonds 2031 Term High Yield and Income ETF
IBHK

22 hedge funds and large institutions have $18M invested in iShares iBonds 2031 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

130% more capital invested

Capital invested by funds: $7.84M → $18M (+$10.2M)

100% more funds holding

Funds holding: 11 → 22 (+11)

19.84% more ownership

Funds ownership: 37.75% → 57.59% (+20%)

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
+$6.42M
2
Jane Street
Jane Street
New York
+$821K
3
Bank of America
Bank of America
North Carolina
+$751K
4
FCH
Freestone Capital Holdings
Washington
+$452K
5
HSG
Helen Stephens Group
Texas
+$295K

Top Sellers

Rank Fund Capital Flow
1
WI
WrapManager Inc
California
-$140K
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.66K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$8.25M +$6.42M +248,122 +365%
KTM
2
Keeler Thomas Management
Utah
$2.44M +$54K +2,086 +2%
SPWM
3
Straight Path Wealth Management
Michigan
$1.37M +$267K +10,315 +24%
WI
4
WrapManager Inc
California
$1.01M -$140K -5,419 -12%
Bank of America
5
Bank of America
North Carolina
$975K +$751K +29,011 +348%
IWC
6
Integrated Wealth Concepts
Massachusetts
$856K +$26.8K +1,034 +3%
Jane Street
7
Jane Street
New York
$828K +$821K +31,721 New
FCH
8
Freestone Capital Holdings
Washington
$457K +$452K +17,489 New
HSG
9
Helen Stephens Group
Texas
$297K +$295K +11,394 New
KPWS
10
Kestra Private Wealth Services
Texas
$255K +$253K +9,764 New
FTUS
11
Flow Traders U.S.
New York
$225K +$223K +8,625 New
Raymond James Financial
12
Raymond James Financial
Florida
$222K +$92.5K +3,574 +72%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$213K -$4.66K -180 -2%
LPL Financial
14
LPL Financial
California
$202K +$200K +7,745 New
RWP
15
Reliant Wealth Planning
Kentucky
$201K +$199K +7,704 New
OCM
16
Orion Capital Management
California
$78.3K +$77.6K +3,000 New
Morgan Stanley
17
Morgan Stanley
New York
$77K +$76.3K +2,949 New
BC
18
Barrett & Company
Rhode Island
$46.3K – – –
HI
19
Harbour Investments
Wisconsin
$13.1K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K – – –
HBW
21
Hazlett, Burt & Watson
West Virginia
$4K +$3.93K +152 New
UBS Group
22
UBS Group
Switzerland
$104 +$103 +4 New

IBHK Hedge Fund Activity: Q3 2025 in Review

22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) for Q3 2025, worth a combined $18M — up 130% from $7.84M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBHK positions and 0 closed out — a net gain of 11 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $6.42M. The largest seller was WrapManager Inc, cutting an estimated $140K.

  • 22 institutional investors held iShares iBonds 2031 Term High Yield and Income ETF (IBHK) as of Q3 2025, up from 11 in Q2 2025.
  • Funds reported $18M of iShares iBonds 2031 Term High Yield and Income ETF stock for Q3 2025, up 130% quarter-over-quarter.
  • 11 funds opened new iShares iBonds 2031 Term High Yield and Income ETF positions in Q3 2025 and 0 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF buyer in Q3 2025 was LBMC Investment Advisors, an estimated $6.42M added.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF seller in Q3 2025 was WrapManager Inc, an estimated $140K sold.

Based on aggregated 13F filings for Q3 2025.