ISHARES IBOND 2026 HY & INC (IBHF) Institutional Ownership Changes & 13F Activity

ISHARES IBOND 2026 HY & INC (IBHF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Morgan Stanley, Private Advisor Group, Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Planning, LlcBuy+441,148—441,148$10.19MQ4 2025Mar 17, 2026
Walser Wealth Management Company, A Ltd Liability CoBuy+31,182—31,182$719.68KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+12,375—12,375$285.62KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+729,368—729,368$16.83MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+228,184—228,184$5.27MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+225,309—225,309$5.20MQ4 2025Feb 18, 2026
Skyview Investment Advisors, LlcSell-69,841-42.7%93,717$2.16MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+30,230—30,230$697.71KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+20,076—20,076$463.36KQ4 2025Feb 18, 2026
Kastel Capital Advisors, LlcBuy+16,355—16,355$377.47KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,935,348—1,935,348$44.67MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+1,316,532—1,316,532$30.39MQ4 2025Feb 17, 2026
Hurley Capital, LlcBuy+524,487—524,487$12.11MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+420,477—420,477$9.70MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+368,753—368,753$8.51MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+130,237—130,237$3.01MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+54,456—54,456$1.26MQ4 2025Feb 17, 2026
Windsor Advisory Group, LlcBuy+39,761—39,761$917.68KQ4 2025Feb 17, 2026
Creative PlanningBuy+30,982—30,982$715.07KQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+27,783—27,783$641.23KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+25,966—25,966$599.29KQ4 2025Feb 17, 2026
River'S Edge Wealth Management, LlcBuy+20,018—20,018$461.21KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+16,423—16,423$379.04KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+8,453—8,453$195.00KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+5,048—5,048$116.10KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,647,921—1,647,921$38.03MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1,116,705—1,116,705$25.77MQ4 2025Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+477,694—477,694$11.03MQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+326,572—326,572$7.54MQ4 2025Feb 13, 2026
Ff Advisors,LlcBuy+225,198—225,198$5.20MQ4 2025Feb 13, 2026
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Frequently asked questions about IBHF activity

  • Which institutional owners are buying IBHF?

    Institutional owners buying IBHF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBHF activity?

    "Buy" means an investor increased their reported position in IBHF compared to the prior reporting period. This reflects growing exposure to ISHARES IBOND 2026 HY & INC (IBHF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBHF increasing?

    Institutional interest in IBHF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.