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IBHK

iShares iBonds 2031 Term High Yield and Income ETF

33 hedge funds and large institutions have $24.7M invested in iShares iBonds 2031 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

27% more funds holding

Funds holding: 2633 (+7)

6% more capital invested

Capital invested by funds: $23.3M → $24.7M (+$1.39M)

6.1% less ownership

Funds ownership: 54.54%48.44% (-6.1%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$12.4M +$1.61M +62,473 +15%
SPWM
2
Straight Path Wealth Management
Michigan
$1.65M +$75.9K +2,942 +5%
LPL Financial
3
LPL Financial
California
$1.49M +$1.26M +48,886 +511%
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.37M +$199K +7,723 +17%
KTM
5
Keeler Thomas Management
Utah
$975K -$1.53M -59,152 -61%
Bank of America
6
Bank of America
North Carolina
$950K -$26.3K -1,020 -3%
WI
7
WrapManager Inc
California
$811K -$3.07K -119 -0.4%
Jane Street
8
Jane Street
New York
$731K -$1.02M -39,575 -58%
Morgan Stanley
9
Morgan Stanley
New York
$568K +$297K +11,492 +106%
FWTB
10
First Western Trust Bank
Colorado
$487K +$494K +19,143 New
FAL
11
Focused Alpha LLC
Colorado
$445K +$103K +3,987 +30%
KPWS
12
Kestra Private Wealth Services
Texas
$325K +$19.5K +755 +6%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$306K +$2.71K +105 +0.9%
HSG
14
Helen Stephens Group
Texas
$295K
FCH
15
Freestone Capital Holdings
Washington
$264K -$216K -8,351 -45%
RWP
16
Reliant Wealth Planning
Kentucky
$256K
EIP
17
Ellis Investment Partners
Pennsylvania
$247K +$28.5K +1,106 +13%
Raymond James Financial
18
Raymond James Financial
Florida
$239K +$11.1K +432 +5%
SWM
19
Segment Wealth Management
Texas
$233K +$236K +9,150 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$135K -$4.67K -181 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$85.2K +$45.3K +1,757 +110%
CB
22
CNB Bank
Pennsylvania
$82.5K -$387 -15 -0.5%
OCM
23
Orion Capital Management
California
$76.3K
Wells Fargo
24
Wells Fargo
California
$67.1K +$68.1K +2,638 New
GSEP
25
Golden State Equity Partners
California
$64.9K +$65.8K +2,550 New

IBHK Hedge Fund Activity: Q1 2026 in Review

33 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) for Q1 2026, worth a combined $24.7M — up 6% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBHK positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $1.61M. The largest seller was Keeler Thomas Management, cutting an estimated $1.53M.

  • 33 institutional investors held iShares iBonds 2031 Term High Yield and Income ETF (IBHK) as of Q1 2026, up from 26 in Q4 2025.
  • Funds reported $24.7M of iShares iBonds 2031 Term High Yield and Income ETF stock for Q1 2026, up 6% quarter-over-quarter.
  • 7 funds opened new iShares iBonds 2031 Term High Yield and Income ETF positions in Q1 2026 and 0 closed out, a net change of +7 holders.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF buyer in Q1 2026 was LBMC Investment Advisors, an estimated $1.61M added.
  • The largest iShares iBonds 2031 Term High Yield and Income ETF seller in Q1 2026 was Keeler Thomas Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2026.