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iShares iBonds 2028 Term High Yield and Income ETF
IBHH

Overview Fund Activity

62 hedge funds and large institutions have $159M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
28
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$27.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.75M
3
SIAS
3
Summit Investment Advisory Services
Minnesota
$2.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.93M
5
KTM
5
Keeler Thomas Management
Utah
$9.64M

Top Sellers

1
GI
1
GAMMA Investing
California
$1.24M
2
Jane Street
2
Jane Street
New York
$262K
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.17M
4
UBS Group
4
UBS Group
Switzerland
$1.09M
5
IA
5
IFP Advisors
Florida
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$27.9M 1,173,912 +337,777 +40%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$25.2M 1,062,806 -3,005 -0.3%
NA
3
NewEdge Advisors
Louisiana
$12.4M 521,271 +13,497 +3%
KTM
4
Keeler Thomas Management
Utah
$9.64M 406,047 +54,329 +15%
AWM
5
Apollon Wealth Management
South Carolina
$7.75M 326,727 +4,139 +1%
CFS
6
Commonwealth Financial Services
West Virginia
$7.57M 319,188 +262 +0.1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.94M 250,299 +19,781 +9%
LPL Financial
8
LPL Financial
California
$5.42M 228,569 +38,375 +20%
LFS
9
Littlejohn Financial Services
Oregon
$4.76M 200,750 +8,610 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.75M 199,966 +171,416 +600%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.71M 198,252 +8,449 +4%
Morgan Stanley
12
Morgan Stanley
New York
$3.93M 165,613 +67,391 +69%
Raymond James Financial
13
Raymond James Financial
Florida
$3.17M 133,470 -58,955 -31%
Bank of America
14
Bank of America
North Carolina
$3.01M 126,963 -10,567 -8%
RSWM
15
Robertson Stephens Wealth Management
California
$2.8M 117,987 +36,692 +45%
SIA
16
Summit Investment Advisors
Maryland
$2.37M 100,648 +7,107 +8%
SIAS
17
Summit Investment Advisory Services
Minnesota
$2.29M 96,377 +96,377 New
SPWM
18
Straight Path Wealth Management
Michigan
$2.17M 91,448 +10,278 +13%
Wells Fargo
19
Wells Fargo
California
$1.5M 63,228 +4,614 +8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.45M 61,068 +1,565 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.4M 58,784 +8,195 +16%
SWA
22
Sightline Wealth Advisors
Connecticut
$1.31M 55,082 +4,660 +9%
Lido Advisors
23
Lido Advisors
California
$1.26M 52,938 -645 -1%
GI
24
GAMMA Investing
California
$1.24M 52,342 -147,804 -74%
WI
25
WrapManager Inc
California
$1.15M 48,653 +1,006 +2%
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