iShares Ibond 2026 HY &IBHFETF
13F holders, Q4 2025 (December 31)175holders +17
20new positions
11sold out
1famous investor
$23.07avg. 13F price*
At the end of Q4 2025, 175 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 17 from Q3 2025. 20 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($44.7M), LPL Financial LLC ($43.3M) and Morgan Stanley ($38.0M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $65.0M |
| Exits | 11 | $18.5M |
All 13F filers, Q3 2025 → Q4 2025: 6,024,031 shares bought and 1,502,525 shares sold, net +4,521,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Bank of America Corp. | 0.00% | Reduce -14.4% | 1,935,348 | $44.7M |
| LPL Financial LLC | 0.01% | Add +29.3% | 1,877,214 | $43.3M |
| Morgan Stanley | 0.00% | Add +23.6% | 1,647,921 | $38.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +12.5% | 1,405,833 | $32.4M |
| Private Advisor Group, LLC | 0.14% | Add +10.1% | 1,316,532 | $30.4M |
| Arrow Financial Corp | 2.80% | Add +34.9% | 1,215,960 | $28.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,116,705 | $25.8M |
| LBMC Investment Advisors, LLC | 1.58% | Add +6.5% | 1,106,196 | $25.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.8% | 1,068,717 | $24.7M |
| Sequoia Financial Advisors, LLC | 0.12% | New | 962,739 | $22.2M |
| Cowa, LLC | 6.62% | Add +24.1% | 971,850 | $21.8M |
| Mid-American Wealth Advisory Group, Inc. | 9.15% | Add +43.3% | 938,450 | $21.7M |
| Federation des caisses Desjardins du Quebec | 0.07% | New | 848,632 | $19.6M |
| Straightline Group LLC | 10.34% | Add +1.5% | 818,319 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Add +13.6% | 729,368 | $16.8M |
| Littlejohn Financial Services, Inc. | 10.28% | Add +2.5% | 604,478 | $14.0M |
| Hurley Capital, LLC | 6.78% | Add +17.5% | 524,487 | $12.1M |
| Ruggaard & Associates LLC | 4.76% | Reduce -10.2% | 524,266 | $12.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.46% | Add +4.8% | 477,694 | $11.0M |
| Cornerstone Planning, LLC | 2.37% | — | 441,148 | $10.2M |
| Keeler Thomas Management LLC | 4.67% | Add +0.7% | 424,704 | $9.8M |
| Cetera Investment Advisers | 0.01% | Add +16.4% | 420,477 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +3.5% | 380,358 | $8.8M |
| BIP Wealth, LLC | 0.30% | New | 369,470 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.6% | 368,753 | $8.5M |
| Integrated Wealth Concepts LLC | 0.09% | Add +1.4% | 326,572 | $7.5M |
| Mutual Advisors, LLC | 0.15% | Add +0.4% | 303,880 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +18.6% | 271,239 | $6.3M |
| Private Client Services, LLC | 1.94% | Add +2.8% | 268,721 | $6.2M |
| Tempus Wealth Planning, LLC | 1.39% | Add +38.6% | 261,926 | $6.0M |
| Evergreen Capital Management LLC | 0.13% | Add +3.2% | 260,671 | $6.0M |
| TABR Capital Management, LLC | 3.61% | New | 234,294 | $5.4M |
| EP Wealth Advisors, LLC | 0.03% | — | 228,184 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Add +2.3% | 225,309 | $5.2M |
| FF Advisors,LLC | 2.32% | Add +16.4% | 225,198 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +20.9% | 222,288 | $5.1M |
| Marathon Mission, Inc. | 2.90% | Add +2.8% | 216,901 | $5.0M |
| UBS Group AG | 0.00% | Reduce -19.6% | 215,213 | $5.0M |
| High Note Wealth, LLC | 0.82% | Add +3.4% | 180,904 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 174,672 | $4.1M |
| World Investment Advisors | 0.06% | Add +5.9% | 160,364 | $3.7M |
| Krilogy Financial LLC | 0.12% | Add +108.1% | 156,046 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.0% | 154,299 | $3.6M |
| Scissortail Wealth Management, LLC | 0.78% | Add +6.6% | 148,222 | $3.4M |
| Evexia Wealth LLC | 0.90% | New | 140,312 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.6% | 130,237 | $3.0M |
| Delta Wealth Advisors LLC | 2.51% | Add +657.2% | 129,915 | $3.0M |
| Ironwood Financial, llc | 0.49% | Add +13.3% | 125,266 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 125,307 | $2.9M |
| Straight Path Wealth Management | 0.73% | Add +2.4% | 117,532 | $2.7M |
| Commonwealth Financial Services, LLC | 0.39% | Reduce -4.6% | 102,869 | $2.4M |
| Eight 31 Financial, LLC | 1.29% | Add +5.5% | 102,194 | $2.4M |
| Csenge Advisory Group | 0.10% | Add +187.9% | 99,911 | $2.3M |
| AE Wealth Management LLC | 0.01% | Reduce -2.3% | 95,140 | $2.2M |
| SkyView Investment Advisors, LLC | 0.27% | Reduce -42.7% | 93,717 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +24.4% | 89,379 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +109.9% | 83,219 | $1.9M |
| Centennial Advisors, LLC | 2.44% | — | 81,455 | $1.9M |
| Landing Point Financial Group, LLC | 0.89% | Add +21.3% | 77,023 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +105.5% | 76,993 | $1.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -21.1% | 70,840 | $1.6M |
| Cottage Street Advisors LLC | 0.68% | Add +1.1% | 69,437 | $1.6M |
| Phillips Financial Management, LLC | 0.10% | Add +44.0% | 65,436 | $1.5M |
| Endowment Wealth Management, Inc. | 0.69% | New | 64,635 | $1.5M |
| Carr Financial Group Corp | 0.39% | Reduce -11.0% | 62,866 | $1.5M |
| Brucke Financial, Inc. | 0.76% | Add +160.9% | 60,005 | $1.4M |
| Nwam LLC | 0.08% | Add +0.7% | 59,362 | $1.4M |
| Old Mission Capital LLC | 0.05% | Add +73.7% | 54,456 | $1.3M |
| Ascentis Independent Advisors | 0.20% | No change | 54,325 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Reduce -3.1% | 53,987 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +259.8% | 52,897 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +50.0% | 51,661 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +21.5% | 51,600 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -0.5% | 51,403 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +42.5% | 48,403 | $1.1M |
| Rebalance, LLC | 0.07% | Add +3.3% | 48,254 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.45% | Add +11.7% | 47,222 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.29% | No change | 46,638 | $1.1M |
| Timber Creek Capital Management LLC | 0.22% | Add +4.7% | 40,626 | $938K |
| Windsor Advisory Group, LLC | 0.82% | New | 39,761 | $918K |
| Sightline Wealth Advisors, LLC | 0.38% | Reduce -36.2% | 38,824 | $896K |
| Belpointe Asset Management LLC | 0.03% | Add +44.3% | 36,481 | $842K |
| Focused Alpha, LLC | 0.25% | — | 36,393 | $840K |
| Wrapmanager Inc. | 0.28% | Reduce -17.7% | 35,547 | $820K |
| Foundations Investment Advisors, LLC | 0.01% | New | 32,536 | $751K |
| Headinvest, LLC | 0.15% | Reduce -3.6% | 31,975 | $738K |
| Montis Financial, LLC | 0.15% | Reduce -2.0% | 31,853 | $735K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.38% | — | 31,182 | $720K |
| Creative Planning | 0.00% | Add +194.9% | 30,982 | $715K |
| HM Payson & Co. | 0.01% | Add +39.0% | 30,628 | $707K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 30,230 | $698K |
| Koshinski Asset Management, Inc. | 0.04% | Add +13.2% | 29,965 | $692K |
| Heartland Bank & Trust Co | 0.29% | Add +9.7% | 29,939 | $691K |
| Madden Advisory Services, Inc. | 0.26% | Add +1.7% | 28,425 | $656K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Add +17.3% | 28,056 | $648K |
| Snowden Capital Advisors LLC | 0.02% | No change | 27,783 | $641K |
| HighTower Advisors, LLC | 0.00% | Add +47.9% | 27,616 | $637K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 27,203 | $628K |
| Rothschild Wealth LLC | 0.06% | Add +2.5% | 26,699 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Add +66.8% | 26,369 | $609K |
"% 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.