Who Owns iShares iBonds 2026 Term High Yield and Income ETF (IBHF)?Hedge Fund & Institutional Holders

$22.85-0.01 (-0.06%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.300043000380004e+208T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$22.57$22.79$23.00$23.21$23.43Sep 24Jun 25Mar 26

IBHF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ARROW FINANCIAL CORPNew Position+1.2M+$28.1M
Sequoia Financial Advisors, LLCNew Position+963K+$22.2M
Mid-American Wealth Advisory Group, Inc.New Position+938K+$21.7M
Federation des caisses Desjardins du QuebecNew Position+849K+$19.0M
LITTLEJOHN FINANCIAL SERVICES, INC.New Position+604K+$14.0M
Keeler Thomas Management LLCNew Position+425K+$9.8M
BIP Wealth, LLCNew Position+369K+$8.5M
Mutual Advisors, LLCNew Position+304K+$7.0M
Tempus Wealth Planning, LLCNew Position+262K+$6.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+261K+$6.0M
SkyView Investment Advisors, LLCNew Position+257K+$6.0M
EP Wealth Advisors, LLCNew Position+228K+$5.0M
High Note Wealth, LLCNew Position+181K+$4.0M
Krilogy Financial LLCNew Position+156K+$3.6M
Scissortail Wealth Management, LLCNew Position+148K+$3.4M

IBHF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-325K-$52.8B
WELLS FARGO & COMPANY/MNDecreased-4K-$26.2B
Sterling Financial Group, Inc.Closed Position-1.1M-$25.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-983K-$23.0B
Ruggaard & Associates LLCDecreased-60K-$13.6B
ROYAL BANK OF CANADADecreased-48K-$9.7B
GOLDMAN SACHS GROUP INCClosed Position-292K-$6.8B
UBS Group AGDecreased-53K-$6.3B
OSAIC HOLDINGS, INC.Decreased-34K-$3.8B
Carr Financial Group CorpDecreased-8K-$1.7B
Rialto Wealth Management, LLCClosed Position-66K-$1.6B
IFP Advisors, IncDecreased-290-$1.2B
WRAPMANAGER INCDecreased-8K-$1.0B
HEADINVEST, LLCDecreased-1K-$775.2M
MERCER GLOBAL ADVISORS INC /ADVDecreased-199-$711.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,898,570$43.0M0.00%Share
2LPL Financial LLC1,877,214$43.0M0.01%Share
3MORGAN STANLEY1,647,920$38.0M0.00%Share
4Cambridge Investment Research Advisors, Inc.1,405,833$32.0M0.08%Share
5Private Advisor Group, LLC1,316,532$30.0M0.14%Share
6ARROW FINANCIAL CORP1,185,952$27.4M2.73%Share
7LBMC INVESTMENT ADVISORS, LLC1,106,196$25.5M1.57%Share
8Sequoia Financial Advisors, LLC962,739$22.2M0.12%Share
9COWA, LLC971,850$21.8M6.62%Share
10Mid-American Wealth Advisory Group, Inc.938,450$21.7M9.15%Share
11Federation des caisses Desjardins du Quebec848,632$19.0M0.07%Share
12STRAIGHTLINE GROUP LLC818,319$18.9M10.34%Share
13LITTLEJOHN FINANCIAL SERVICES, INC.604,478$14.0M10.28%Share
14WELLS FARGO & COMPANY/MN564,617$13.0M0.00%Share
15RAYMOND JAMES FINANCIAL INC575,066$13.0M0.00%Share
16Ruggaard & Associates LLC524,266$12.1M4.76%Share
17WELLS FARGO & COMPANY/MN552,088$12.0M0.00%Share
18Baltimore-Washington Financial Advisors, Inc.477,694$11.0M0.46%Share
19Keeler Thomas Management LLC424,704$9.8M4.67%Share
20Hurley Capital, LLC410,919$9.5M5.31%Share
21Cetera Investment Advisers420,477$9.0M0.01%Share
22Stratos Wealth Partners, LTD.380,358$8.8M0.10%Share
23BIP Wealth, LLC369,470$8.5M0.30%Share
24Mutual Advisors, LLC303,880$7.0M0.15%Share
25Integrated Wealth Concepts LLC326,572$7.0M0.08%Share
26KESTRA PRIVATE WEALTH SERVICES, LLC271,239$6.3M0.08%Share
27PRIVATE CLIENT SERVICES, LLC268,721$6.2M1.94%Share
28Tempus Wealth Planning, LLC261,926$6.0M1.38%Share
29EVERGREEN CAPITAL MANAGEMENT LLC260,671$6.0M0.13%Share
30ROYAL BANK OF CANADA286,321$6.0M0.00%Share
31FF Advisors,LLC225,198$5.2M2.32%Share
32Marathon Mission, Inc.216,901$5.0M2.90%Share
33JANE STREET GROUP, LLC222,288$5.0M0.00%Share
34EP Wealth Advisors, LLC228,184$5.0M0.03%Share
35NewEdge Advisors, LLC225,309$5.0M0.02%Share
36UBS Group AG214,285$4.9M0.00%Share
37High Note Wealth, LLC180,904$4.0M0.78%Share
38Lido Advisors, LLC174,672$4.0M0.01%Share
39SkyView Investment Advisors, LLC163,558$3.8M0.48%Share
40World Investment Advisors160,364$3.6M0.07%Share
41Krilogy Financial LLC156,046$3.6M0.12%Share
42Scissortail Wealth Management, LLC148,222$3.4M0.78%Share
43EVEXIA WEALTH LLC140,312$3.2M0.90%Share
44COMMONWEALTH EQUITY SERVICES, LLC154,299$3.0M0.00%Share
45RAYMOND JAMES FINANCIAL INC140,583$3.0M0.00%Share
46Delta Wealth Advisors LLC129,915$3.0M2.51%Share
47Ironwood Financial, llc125,266$2.9M0.49%Share
48Straight Path Wealth Management117,532$2.7M0.73%Share
49Hurley Capital, LLC113,568$2.6M1.47%Share
50Commonwealth Financial Services, LLC102,869$2.4M0.39%Share

IBHF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025173$654.7M+81
Q3 202592$453.3B-38
Q2 2025130$454.6B+0
Q1 2025130$451.1B+25
Q4 2024105$42.3T+41
Q3 202464$150.1T+0
Q2 202464$114.9T+13
Q1 202451$146.5T—

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As of Q4 2025, 50 institutional investors hold IBHF (iShares iBonds 2026 Term High Yield and Income ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $43.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IBHF?

As of Q4 2025, 50 institutional investors report holding IBHF (iShares iBonds 2026 Term High Yield and Income ETF) in their 13F filings.

Who is the largest institutional holder of IBHF?

The largest institutional holder of IBHF is BANK OF AMERICA CORP /DE/ with $43.0M in shares.

Is institutional ownership of IBHF increasing or decreasing?

This quarter, 15 institutions opened new positions in IBHF and 3 closed their positions.