iShares iBonds 2026 Term High Yield and Income ETF
IBHF • BATS
iShares iBonds 2026 Term High Yield and Income ETF is an exchange-traded fund on BATS. As of Q3 2025, 156 institutional investors hold shares in this ETF, with total holdings valued at $620.2M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $52.9M.
Overview
Overview of institutional ownership in IBHF as of Q3 2025
All Institutions
- Institutions
- 156
- Value Held
- $620.2M
- Shares Held
- 26.5M
- Avg Position
- $4.0M
- Median Position
- $701.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $400.1K
- Shares Held
- 17.1K
- Avg Position
- $400.1K
- Median Position
- $400.1K
Biggest Investors
Institutions with the largest positions in IBHF as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $52.9M 0.00% of portfolio |
L LPL Financial LLC Institution | $34.0M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $31.2M 0.00% of portfolio |
$29.2M 0.09% of portfolio | |
 Private Advisor Group, LLC RIA/Wealth | $28.0M 0.14% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $26.2M 0.01% of portfolio |
 Sterling Financial Group, Inc. RIA/Wealth | $25.4M 8.06% of portfolio |
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $24.3M 1.55% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $23.0M 0.02% of portfolio |
 ARROW FINANCIAL CORP Institution | $21.1M 2.16% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBHF in Q3 2025
- Traded
- +$92.5M
- Buyers
- 113
- Sellers
- 32
- Total Bought
- +$116.4M
- Total Sold
- −$23.9M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$16.8M +718.4K shares |
 GOLDMAN SACHS GROUP INC Institution | +$6.8M +291.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$6.2M +267.2K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$6.0M +254.7K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | +$5.4M +228.8K shares |
 Michael S. Ryan, Inc. RIA/Wealth | +$4.9M +211.0K shares |
 Hurley Capital, LLC RIA/Wealth | +$4.6M +196.7K shares |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$4.3M +184.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$4.3M +184.3K shares |
J JANE STREET GROUP, LLC Institution | +$4.3M +183.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Summit Investment Advisory Services, LLC RIA/Wealth | −$6.9M −297.4K shares |
MORGAN STANLEY RIA/Wealth | −$4.5M −192.0K shares |
Sterling Financial Group, Inc. RIA/Wealth | −$2.9M −125.9K shares |
C CLS Investments, LLC Institution | −$1.9M −80.0K shares |
 PFG Advisors RIA/Wealth | −$1.6M −69.2K shares |
A Advisor Group Holdings, Inc. Institution | −$1.1M −45.4K shares |
 GAMMA Investing LLC Long Only Manager | −$998.0K −42.7K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | −$635.4K −27.2K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$521.5K −22.3K shares |
 Tempus Wealth Planning, LLC RIA/Wealth | −$482.5K −20.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBHF in Q3 2025
- New Positions
- 22
- New Value
- $15.8M
- Exited Positions
- 8
- Exited Value
- $11.2M
New Positions
| Institution | Position Value |
|---|---|
Michael S. Ryan, Inc. RIA/Wealth | $4.9M 211.0K shares |
M Migdal Insurance & Financial Holdings Ltd. Institution | $2.1M 89.8K shares |
 Copperleaf Capital, LLC RIA/Wealth | $1.4M 61.8K shares |
 Csenge Advisory Group RIA/Wealth | $811.6K 34.7K shares |
M Montis Financial, LLC RIA/Wealth | $760.6K 32.5K shares |
 Belpointe Asset Management LLC RIA/Wealth | $591.3K 25.3K shares |
$546.7K 23.4K shares | |
 Brucke Financial, Inc. RIA/Wealth | $537.3K 23.0K shares |
 Aprio Wealth Management, LLC RIA/Wealth | $529.2K 22.6K shares |
 HM PAYSON & CO RIA/Wealth | $515.5K 22.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | $6.9M 297.4K shares |
C CLS Investments, LLC Institution | $1.9M 80.0K shares |
PFG Advisors RIA/Wealth | $1.6M 69.2K shares |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | $432.1K 18.6K shares |
 Savant Capital, LLC RIA/Wealth | $235.9K 10.2K shares |
A AMERIFLEX GROUP, INC. Institution | $156.2K 6.7K shares |
 BANK OF MONTREAL /CAN/ Institution | $45.5K 2.0K shares |
 Strategic Wealth Designers RIA/Wealth | $418.0 18.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBHF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBHF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 STRAIGHTLINE GROUP LLC RIA/Wealth | 10.84% $18.8M |
 LITTLEJOHN FINANCIAL SERVICES, INC. RIA/Wealth | 10.06% $13.8M |
Sterling Financial Group, Inc. RIA/Wealth | 8.06% $25.4M |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 7.29% $15.3M |
 COWA, LLC RIA/Wealth | 6.44% $18.3M |
Hurley Capital, LLC RIA/Wealth | 6.24% $10.4M |
 Ruggaard & Associates LLC RIA/Wealth | 5.11% $13.7M |
 Keeler THomas Management LLC RIA/Wealth | 4.29% $9.9M |
Michael S. Ryan, Inc. RIA/Wealth | 2.95% $4.9M |
F FF Advisors,LLC Institution | 2.16% $4.5M |
Hedge Fund Spotlight
Discover hedge funds investing in IBHF
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds 2026 Term High Yield and Income ETF
- Market Value
- $400.1K
- Shares Held
- 17.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
