iShares Ibond 2026 HY &IBHFETF
13F holders, Q4 2024 (December 31)118holders +30
28new positions
3sold out
1famous investor
$23.16avg. 13F price*
At the end of Q4 2024, 118 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 30 from Q3 2024. 28 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($69.8M), Morgan Stanley ($40.3M) and Cambridge Investment Research Advisors, Inc. ($24.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibond 2026 HY & Inc.
- CUSIP
- 46436E528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $14.7M |
| Exits | 3 | $475K |
All 13F filers, Q3 2024 → Q4 2024: 4,935,521 shares bought and 330,914 shares sold, net +4,604,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Bank of America Corp. | 0.01% | Add +29.2% | 3,016,302 | $69.8M |
| Morgan Stanley | 0.00% | Add +230.7% | 1,740,919 | $40.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -12.7% | 1,040,393 | $24.1M |
| Private Advisor Group, LLC | 0.12% | Add +239.1% | 904,850 | $20.9M |
| Wells Fargo & Company | 0.00% | Add +53.9% | 809,844 | $18.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +21.2% | 756,812 | $17.5M |
| Ashton Thomas Private Wealth, LLC | 0.63% | Add +9.7% | 694,033 | $16.1M |
| Ruggaard & Associates LLC | 5.89% | Add +0.9% | 580,641 | $13.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.52% | Add +3.0% | 431,778 | $10.0M |
| LBMC Investment Advisors, LLC | 0.78% | Add +102.7% | 429,875 | $10.0M |
| Commonwealth Financial Services, LLC | 1.93% | Reduce -0.6% | 424,270 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 411,915 | $9.5M |
| Mid-American Wealth Advisory Group, Inc. | 4.79% | Add +57.0% | 351,899 | $8.1M |
| Raymond James Financial Inc. | 0.00% | — | 343,387 | $7.9M |
| Cowa, LLC | 3.85% | Add +28.0% | 341,398 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 336,487 | $7.8M |
| Littlejohn Financial Services, Inc. | 6.53% | — | 314,946 | $7.3M |
| PFG Private Wealth Management, LLC | 3.80% | Add +4.0% | 288,633 | $6.7M |
| Summit Investment Advisors, Inc. | 5.81% | — | 279,844 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 241,466 | $5.6M |
| Mutual Advisors, LLC | 0.15% | Add +11.9% | 224,776 | $5.2M |
| Lido Advisors, LLC | 0.03% | Add +18.1% | 226,324 | $5.2M |
| GAMMA Investing LLC | 0.41% | Add +50.0% | 207,354 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +44.4% | 181,840 | $4.2M |
| FF Advisors,LLC | 2.52% | Reduce -13.0% | 158,159 | $3.7M |
| World Investment Advisors | 0.09% | Add +13.0% | 147,569 | $3.4M |
| Hurley Capital, LLC | 2.68% | — | 143,535 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.5% | 138,902 | $3.2M |
| Private Client Services, LLC | 1.71% | Add +4.3% | 137,254 | $3.2M |
| Scissortail Wealth Management, LLC | 0.80% | Add +99618.5% | 134,620 | $3.1M |
| Tempus Wealth Planning, LLC | 0.93% | Add +201.1% | 131,127 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.5% | 129,323 | $3.0M |
| Evergreen Capital Management LLC | 0.09% | Add +69.5% | 125,900 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | New | 121,129 | $2.8M |
| UBS Group AG | 0.00% | Add +709.5% | 100,692 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +68.1% | 90,367 | $2.1M |
| Straight Path Wealth Management | 0.76% | Add +13.0% | 82,988 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 78,474 | $1.8M |
| Arrow Financial Corp | 0.16% | New | 74,460 | $1.7M |
| Krilogy Financial LLC | 0.11% | New | 72,160 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -2.5% | 71,682 | $1.7M |
| Absolute Capital Management, LLC | 0.91% | Reduce -33.3% | 70,829 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +37.4% | 70,813 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +197.8% | 70,772 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +17.6% | 60,800 | $1.4M |
| Ironwood Financial, llc | 0.29% | Add +15.7% | 60,122 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -5.5% | 57,651 | $1.3M |
| Citadel Advisors | 0.00% | New | 56,461 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.62% | Add +2.8% | 49,730 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +53.2% | 49,519 | $1.1M |
| Rialto Wealth Management, LLC | 0.37% | — | 48,995 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +17.2% | 47,910 | $1.1M |
| Wrapmanager Inc. | 0.28% | Add +5.4% | 46,676 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.25% | No change | 46,638 | $1.1M |
| Landing Point Financial Group, LLC | 0.81% | — | 45,495 | $1.1M |
| Summit Wealth Partners, LLC | 0.19% | Reduce -0.4% | 40,888 | $947K |
| Nwam LLC | 0.06% | Add +8.1% | 40,636 | $941K |
| Cottage Street Advisors LLC | 0.48% | New | 39,920 | $924K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +61.4% | 37,333 | $864K |
| MTM Financial Group, LLC | 0.48% | Add +2.3% | 34,547 | $800K |
| Marble Harbor Investment Counsel, LLC | 0.09% | Add +27.9% | 34,536 | $800K |
| Headinvest, LLC | 0.15% | Add +18.3% | 33,675 | $780K |
| International Assets Investment Management, LLC | 0.06% | New | 32,375 | $750K |
| Seaview Investment Managers LLC | 0.21% | Add +46.7% | 32,058 | $742K |
| AE Wealth Management LLC | 0.01% | Add +0.5% | 31,021 | $718K |
| Steele Capital Management, Inc. | 0.04% | New | 30,303 | $702K |
| Ascentis Independent Advisors | 0.13% | Add +52.3% | 30,150 | $698K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 29,592 | $685K |
| Phillips Financial Management, LLC | 0.05% | No change | 25,436 | $589K |
| Rothschild Wealth LLC | 0.16% | Add +9.1% | 24,186 | $560K |
| Sigma Planning Corp | 0.02% | Add +25.0% | 23,518 | $544K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -46.3% | 22,918 | $531K |
| Rebalance, LLC | 0.04% | New | 22,892 | $530K |
| Madden Advisory Services, Inc. | 0.23% | New | 21,661 | $501K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.6% | 21,492 | $498K |
| MCF Advisors LLC | 0.03% | New | 21,000 | $486K |
| Susquehanna International Group, LLP | 0.00% | New | 18,978 | $439K |
| Consolidated Portfolio Review Corp | 0.07% | Add +8.7% | 18,504 | $428K |
| Austin Private Wealth, LLC | 0.04% | Add +5.9% | 17,930 | $415K |
| BlackRock, Inc. | 0.00% | New | 17,163 | $397K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +13.4% | 16,459 | $381K |
| Baird Financial Group, Inc. | 0.00% | Add +23.1% | 15,292 | $354K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 14,238 | $330K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +20.4% | 13,863 | $321K |
| Delta Wealth Advisors LLC | 0.30% | New | 13,744 | $318K |
| Howland Capital Management LLC | 0.01% | No change | 13,740 | $318K |
| M3 Advisory Group, LLC | 0.23% | Add +0.3% | 13,624 | $315K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 12,969 | $302K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.4% | 12,750 | $295K |
| Johnson Bixby & Associates, LLC | 0.04% | New | 12,315 | $285K |
| Windsor Capital Management, LLC | 0.08% | Add +7.8% | 12,169 | $282K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,113 | $257K |
| Sugar Maple Asset Management, LLC | 0.19% | Add +2.3% | 11,055 | $256K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 10,850 | $251K |
| Global Retirement Partners, LLC | 0.01% | Add +17.7% | 10,754 | $249K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,320 | $239K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 10,199 | $236K |
| Heartland Bank & Trust Co | 0.13% | New | 9,969 | $231K |
| Stifel Financial Corp. | 0.00% | New | 9,425 | $218K |
| New England Private Wealth Advisors LLC | 0.03% | New | 9,183 | $213K |
"% of holder's portfolio" is IBHF's weight in each manager's 13F, not the share of iShares Ibond 2026 HY & Inc. the manager owns.