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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Planning, Llc | Buy | +441,148 | — | 441,148 | $10.19M | Q4 2025 | Mar 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | Buy | +31,182 | — | 31,182 | $719.68K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +12,375 | — | 12,375 | $285.62K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +729,368 | — | 729,368 | $16.83M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +228,184 | — | 228,184 | $5.27M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +225,309 | — | 225,309 | $5.20M | Q4 2025 | Feb 18, 2026 |
| Skyview Investment Advisors, Llc | Sell | -69,841 | -42.7% | 93,717 | $2.16M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +30,230 | — | 30,230 | $697.71K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,076 | — | 20,076 | $463.36K | Q4 2025 | Feb 18, 2026 |
| Kastel Capital Advisors, Llc | Buy | +16,355 | — | 16,355 | $377.47K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +1,935,348 | — | 1,935,348 | $44.67M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +1,316,532 | — | 1,316,532 | $30.39M | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, Llc | Buy | +524,487 | — | 524,487 | $12.11M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +420,477 | — | 420,477 | $9.70M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +368,753 | — | 368,753 | $8.51M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +130,237 | — | 130,237 | $3.01M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +54,456 | — | 54,456 | $1.26M | Q4 2025 | Feb 17, 2026 |
| Windsor Advisory Group, Llc | Buy | +39,761 | — | 39,761 | $917.68K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +30,982 | — | 30,982 | $715.07K | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors Llc | Buy | +27,783 | — | 27,783 | $641.23K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +25,966 | — | 25,966 | $599.29K | Q4 2025 | Feb 17, 2026 |
| River'S Edge Wealth Management, Llc | Buy | +20,018 | — | 20,018 | $461.21K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +16,423 | — | 16,423 | $379.04K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +8,453 | — | 8,453 | $195.00K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +5,048 | — | 5,048 | $116.10K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,647,921 | — | 1,647,921 | $38.03M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,116,705 | — | 1,116,705 | $25.77M | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +477,694 | — | 477,694 | $11.03M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +326,572 | — | 326,572 | $7.54M | Q4 2025 | Feb 13, 2026 |
| Ff Advisors,Llc | Buy | +225,198 | — | 225,198 | $5.20M | Q4 2025 | Feb 13, 2026 |
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.