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IBHK

iShares iBonds 2031 Term High Yield and Income ETF

26 hedge funds and large institutions have $23.3M invested in iShares iBonds 2031 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $18M → $23.3M (+$5.22M)

18% more funds holding

Funds holding: 2226 (+4)

3.05% less ownership

Funds ownership: 57.59%54.54% (-3%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$10.9M +$2.77M +107,074 +34%
KTM
2
Keeler Thomas Management
Utah
$2.52M +$98.5K +3,810 +4%
Jane Street
3
Jane Street
New York
$1.77M +$946K +36,588 +115%
SPWM
4
Straight Path Wealth Management
Michigan
$1.6M +$243K +9,382 +18%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.2M +$348K +13,446 +41%
Bank of America
6
Bank of America
North Carolina
$992K +$26.2K +1,012 +3%
WI
7
WrapManager Inc
California
$827K -$177K -6,842 -18%
FCH
8
Freestone Capital Holdings
Washington
$484K +$32.4K +1,252 +7%
FAL
9
Focused Alpha LLC
Colorado
$349K +$349K +13,487 New
KPWS
10
Kestra Private Wealth Services
Texas
$310K +$58K +2,242 +23%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$308K +$96.9K +3,750 +46%
HSG
12
Helen Stephens Group
Texas
$299K +$4.96K +192 +2%
Morgan Stanley
13
Morgan Stanley
New York
$280K +$204K +7,880 +267%
RWP
14
Reliant Wealth Planning
Kentucky
$260K +$61.1K +2,363 +31%
LPL Financial
15
LPL Financial
California
$247K +$47.2K +1,825 +24%
Raymond James Financial
16
Raymond James Financial
Florida
$232K +$12K +465 +5%
EIP
17
Ellis Investment Partners
Pennsylvania
$222K +$222K +8,587 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$142K +$129K +5,002 +1,029%
CB
19
CNB Bank
Pennsylvania
$84.1K +$84.1K +3,255 New
OCM
20
Orion Capital Management
California
$77.5K
BC
21
Barrett & Company
Rhode Island
$64K +$18.1K +700 +39%
Osaic Holdings
22
Osaic Holdings
Arizona
$41.2K +$41.2K +1,592 New
BWL
23
Bogart Wealth LLC
Virginia
$14.9K +$14.9K +578 New
SIS
24
Sound Income Strategies
Florida
$7.02K +$6.98K +270 New
HBW
25
Hazlett, Burt & Watson
West Virginia
$4K +$78 +3 +2%

IBHK Hedge Fund Activity: Q4 2025 in Review

26 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) for Q4 2025, worth a combined $23.3M — up 29% from $18M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBHK positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $2.77M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $225K sold.

  • 26 institutional investors held iShares iBonds 2031 Term High Yield and Income ETF (IBHK) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $23.3M of iShares iBonds 2031 Term High Yield and Income ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 6 funds opened new iShares iBonds 2031 Term High Yield and Income ETF positions in Q4 2025 and 2 closed out, a net change of +4 holders.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF buyer in Q4 2025 was LBMC Investment Advisors, an estimated $2.77M added.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF seller in Q4 2025 was Flow Traders U.S., an estimated $225K sold.

Based on aggregated 13F filings for Q4 2025.