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iShares iBonds 2028 Term High Yield and Income ETF

101 hedge funds and large institutions have $313M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

16% more funds holding

Funds holding: 87101 (+14)

9% more capital invested

Capital invested by funds: $287M → $313M (+$25.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.41% less ownership

Funds ownership: 72.18%68.77% (-3.4%)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
48
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$40.9M +$665K +28,131 +2%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$29.4M +$1.16M +49,187 +4%
LPL Financial
3
LPL Financial
California
$25.8M +$4.27M +180,650 +20%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$20.8M +$310K +13,110 +1%
TF
5
Threadgill Financial
Texas
$20.4M +$20.2M +853,847 +5,753%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9M -$585K -24,766 -3%
NA
7
NewEdge Advisors
Louisiana
$17.8M -$881K -37,277 -5%
Morgan Stanley
8
Morgan Stanley
New York
$11.7M -$1.96M -82,921 -14%
IF
9
Ironwood Financial
Arizona
$8.57M +$454K +19,212 +6%
CFS
10
Commonwealth Financial Services
West Virginia
$8.47M +$520K +22,004 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.46M +$298K +12,601 +4%
MA
12
Mutual Advisors
Nebraska
$7.82M +$515K +21,811 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.05M +$214K +9,057 +4%
Raymond James Financial
14
Raymond James Financial
Florida
$5.8M +$1.46M +61,758 +33%
CPIG
15
Chicago Partners Investment Group
Illinois
$5.03M +$5.03M +212,985 New
LFS
16
Littlejohn Financial Services
Oregon
$4.99M -$104K -4,397 -2%
Wells Fargo
17
Wells Fargo
California
$4.94M +$1.55M +65,715 +45%
Bank of America
18
Bank of America
North Carolina
$4.92M +$96.5K +4,084 +2%
SWP
19
Stratos Wealth Partners
Ohio
$3.93M +$3.66M +155,019 +1,233%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$3.72M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.63M -$1.06M -45,037 -23%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.56M +$4.82K +204 +0.1%
SPWM
23
Straight Path Wealth Management
Michigan
$3.01M +$183K +7,726 +6%
KTM
24
Keeler Thomas Management
Utah
$2.95M -$6.83M -288,974 -70%
RSWM
25
Robertson Stephens Wealth Management
California
$2.9M -$733K -31,047 -20%