iShares Ibond 2026 HY &IBHFETF
13F holders, Q1 2025 (March 31)135holders +17
27new positions
9sold out
1famous investor
$23.22avg. 13F price*
At the end of Q1 2025, 135 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 17 from Q4 2024. 27 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($48.6M), Morgan Stanley ($47.2M) and Cambridge Investment Research Advisors, Inc. ($25.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $55.0M |
| Exits | 9 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 5,508,772 shares bought and 2,398,689 shares sold, net +3,110,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Bank of America Corp. | 0.00% | Reduce -30.5% | 2,095,146 | $48.6M |
| Morgan Stanley | 0.00% | Add +16.8% | 2,034,138 | $47.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +4.9% | 1,091,700 | $25.3M |
| Private Advisor Group, LLC | 0.14% | Add +12.7% | 1,020,167 | $23.7M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 858,657 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 791,466 | $18.4M |
| LBMC Investment Advisors, LLC | 1.37% | Add +75.7% | 755,309 | $17.5M |
| Straightline Group LLC | 11.03% | New | 734,830 | $17.1M |
| Ruggaard & Associates LLC | 5.97% | Add +1.1% | 587,231 | $13.6M |
| Cowa, LLC | 5.40% | Add +59.4% | 544,219 | $12.6M |
| LPL Financial LLC | 0.00% | Add +31.6% | 542,299 | $12.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.61% | Add +13.4% | 489,863 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Add +32.0% | 453,395 | $10.5M |
| Mid-American Wealth Advisory Group, Inc. | 5.46% | Add +24.5% | 438,187 | $10.2M |
| Keeler Thomas Management LLC | 4.09% | New | 359,756 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +1.4% | 341,208 | $7.9M |
| Arrow Financial Corp | 0.87% | Add +349.7% | 334,879 | $7.8M |
| Littlejohn Financial Services, Inc. | 5.71% | Reduce -1.2% | 311,308 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 298,348 | $6.9M |
| Integrated Wealth Concepts LLC | 0.08% | Add +312.6% | 292,168 | $6.8M |
| Summit Investment Advisors, Inc. | 5.98% | Add +4.2% | 291,465 | $6.7M |
| Mutual Advisors, LLC | 0.18% | Add +17.3% | 263,675 | $6.1M |
| UBS Group AG | 0.00% | Add +156.2% | 258,017 | $6.0M |
| GAMMA Investing LLC | 0.43% | Add +20.2% | 249,292 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 247,049 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 245,461 | $5.7M |
| Hurley Capital, LLC | 3.80% | Add +50.4% | 215,803 | $5.0M |
| SkyView Investment Advisors, LLC | 0.74% | New | 212,767 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +13.5% | 206,377 | $4.8M |
| Evergreen Capital Management LLC | 0.16% | Add +64.0% | 206,423 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +231.3% | 201,444 | $4.7M |
| Lido Advisors, LLC | 0.03% | Reduce -15.3% | 191,751 | $4.5M |
| Tempus Wealth Planning, LLC | 1.30% | Add +43.4% | 188,092 | $4.4M |
| FF Advisors,LLC | 2.27% | Add +8.6% | 171,759 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +32.6% | 160,570 | $3.7M |
| World Investment Advisors | 0.09% | Reduce -0.5% | 146,851 | $3.4M |
| Scissortail Wealth Management, LLC | 0.87% | Add +8.3% | 145,810 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +98.6% | 140,527 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 135,774 | $3.2M |
| Private Client Services, LLC | 1.56% | Reduce -1.1% | 135,774 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -3.2% | 134,472 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +43.9% | 130,034 | $3.0M |
| Commonwealth Financial Services, LLC | 0.58% | Reduce -71.3% | 121,652 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +103.1% | 100,577 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +16.8% | 91,645 | $2.1M |
| Straight Path Wealth Management | 0.84% | Add +7.3% | 89,015 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +484.0% | 83,152 | $1.9M |
| Eight 31 Financial, LLC | 1.17% | New | 78,655 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 78,255 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 78,255 | $1.8M |
| Krilogy Financial LLC | 0.11% | Add +3.4% | 74,625 | $1.7M |
| Carr Financial Group Corp | 0.54% | New | 70,819 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.85% | Add +39.7% | 69,478 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -3.6% | 69,103 | $1.6M |
| Ironwood Financial, llc | 0.33% | Add +10.0% | 66,160 | $1.5M |
| Absolute Capital Management, LLC | 0.86% | Reduce -9.4% | 64,134 | $1.5M |
| Cottage Street Advisors LLC | 0.74% | Add +59.6% | 63,722 | $1.5M |
| Rialto Wealth Management, LLC | 0.44% | Add +22.1% | 59,820 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +49.5% | 55,819 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -3.7% | 55,538 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -1.7% | 55,477 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Add +50.3% | 48,655 | $1.1M |
| Wrapmanager Inc. | 0.30% | Add +3.7% | 48,389 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.24% | No change | 46,638 | $1.1M |
| Landing Point Financial Group, LLC | 0.81% | Add +0.9% | 45,908 | $1.1M |
| Rebalance, LLC | 0.07% | Add +87.6% | 42,946 | $997K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.2% | 41,612 | $966K |
| Steele Capital Management, Inc. | 0.05% | Add +24.8% | 37,803 | $878K |
| Ascentis Independent Advisors | 0.17% | Add +23.2% | 37,150 | $863K |
| Summit Wealth Partners, LLC | 0.17% | Reduce -10.3% | 36,679 | $852K |
| Nwam LLC | 0.07% | Reduce -10.1% | 36,519 | $848K |
| MTM Financial Group, LLC | 0.47% | Add +1.1% | 34,922 | $811K |
| Timber Creek Capital Management LLC | 0.21% | New | 34,485 | $801K |
| Headinvest, LLC | 0.16% | Add +2.2% | 34,425 | $799K |
| BlackRock, Inc. | 0.00% | Add +100.0% | 34,327 | $797K |
| AE Wealth Management LLC | 0.01% | Add +4.8% | 32,501 | $755K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.7% | 29,377 | $682K |
| Klaas Financial Asset Advisors, LLC | 0.11% | Add +103.5% | 28,215 | $655K |
| Rothschild Wealth LLC | 0.17% | Add +7.7% | 26,049 | $605K |
| Parallel Advisors, LLC | 0.01% | Add +1040.0% | 25,650 | $596K |
| Phillips Financial Management, LLC | 0.05% | No change | 25,436 | $591K |
| Quad-Cities Investment Group, LLC | 0.28% | Add +46.6% | 24,128 | $560K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -96.7% | 23,055 | $535K |
| Madden Advisory Services, Inc. | 0.25% | Add +5.9% | 22,943 | $533K |
| Bedel Financial Consulting, Inc. | 0.08% | New | 22,955 | $529K |
| MCF Advisors LLC | 0.04% | Add +0.3% | 21,052 | $489K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -40.4% | 20,602 | $478K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | Add +101.3% | 20,531 | $477K |
| BWM Planning, LLC | 0.20% | New | 20,223 | $470K |
| Consolidated Portfolio Review Corp | 0.07% | Add +7.9% | 19,974 | $464K |
| Old Mission Capital LLC | 0.01% | New | 17,414 | $404K |
| Austin Private Wealth, LLC | 0.03% | Reduce -8.1% | 16,480 | $383K |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 15,872 | $369K |
| Delta Wealth Advisors LLC | 0.33% | Add +13.8% | 15,643 | $363K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -32.8% | 15,397 | $358K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +17.1% | 14,422 | $335K |
| Moneco Advisors, LLC | 0.03% | New | 14,099 | $327K |
| Howland Capital Management LLC | 0.01% | No change | 13,740 | $319K |
| Heartland Bank & Trust Co | 0.16% | Add +35.8% | 13,542 | $314K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +194.1% | 13,401 | $311K |
| Thrivent Financial for Lutherans | 0.00% | No change | 12,969 | $302K |
| Focus Partners Wealth | 0.00% | New | 12,832 | $298K |
| Sunbelt Securities, Inc. | 0.03% | No change | 12,750 | $296K |
| HRT Financial LP | 0.00% | New | 12,640 | $293K |
| Windsor Capital Management, LLC | 0.09% | No change | 12,169 | $283K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.2% | 11,801 | $274K |
| Stifel Financial Corp. | 0.00% | Add +24.1% | 11,696 | $272K |
| Occidental Asset Management, LLC | 0.04% | New | 11,540 | $268K |
| MML Investors Services, LLC | 0.00% | New | 10,939 | $254K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,850 | $252K |
| High Falls Advisors, Inc | 0.06% | New | 10,774 | $250K |
| 10Elms LLP | 0.29% | Add +17.8% | 10,615 | $246K |
| Savant Capital, LLC | 0.00% | New | 10,156 | $236K |
| Alaska Permanent Capital Management, LLC | 0.02% | New | 10,033 | $232K |
| M3 Advisory Group, LLC | 0.17% | Reduce -31.8% | 9,293 | $216K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.1% | 9,283 | $216K |
| Strategic Blueprint, LLC | 0.01% | New | 8,800 | $204K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +26.9% | 7,621 | $177K |
| Orion Capital Management LLC | 0.07% | No change | 7,220 | $168K |
| PFG Private Wealth Management, LLC | 0.09% | Reduce -97.5% | 7,146 | $166K |
| Spire Wealth Management | 0.00% | New | 6,318 | $147K |
| Ameriflex Group, Inc. | 0.05% | New | 5,637 | $131K |
| Comerica Bank | 0.00% | Reduce -16.1% | 4,845 | $113K |
| Principal Securities, Inc. | 0.00% | No change | 4,164 | $96K |
| Cwm, LLC | 0.00% | Reduce -35.8% | 3,767 | $87K |
| Blue Trust, Inc. | 0.00% | Add +297.6% | 3,137 | $73K |
| PSI Advisors, LLC | 0.02% | No change | 2,605 | $60K |
| Private Trust Co. NA | 0.01% | New | 2,150 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Add +30.4% | 1,303 | $30K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,100 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 536 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 384 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.6% | 300 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 98 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1 | $24 |
"% 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.