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iShares iBonds 2028 Term High Yield and Income ETF

70 hedge funds and large institutions have $215M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$36.2M
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$26.9M
NA
3
NewEdge Advisors
Louisiana
$18.2M
LPL Financial
4
LPL Financial
California
$16M
KTM
5
Keeler Thomas Management
Utah
$9.82M
HighTower Advisors
6
HighTower Advisors
Illinois
$7.97M
AWM
7
Apollon Wealth Management
South Carolina
$7.92M
CFS
8
Commonwealth Financial Services
West Virginia
$7.76M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.74M
MA
10
Mutual Advisors
Nebraska
$7.32M
IF
11
Ironwood Financial
Arizona
$7.31M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.85M
LFS
13
Littlejohn Financial Services
Oregon
$4.94M
Morgan Stanley
14
Morgan Stanley
New York
$4.76M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.7M
Jane Street
16
Jane Street
New York
$3.84M
Bank of America
17
Bank of America
North Carolina
$3.64M
Wells Fargo
18
Wells Fargo
California
$3.36M
Raymond James Financial
19
Raymond James Financial
Florida
$3.28M
RSWM
20
Robertson Stephens Wealth Management
California
$3.17M
SPWM
21
Straight Path Wealth Management
Michigan
$2.64M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.49M
Lido Advisors
24
Lido Advisors
California
$1.24M
SWA
25
Sightline Wealth Advisors
Connecticut
$1.2M