IBHH icon

iShares iBonds 2028 Term High Yield and Income ETF

52 hedge funds and large institutions have $98.9M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$553K 23,654 +9,634 +69%
UBS Group
27
UBS Group
Switzerland
$496K 21,235 +21,235 New
SL
28
Sentinus LLC
Illinois
$489K 20,926
CFS
29
Commonwealth Financial Services
West Virginia
$415K 17,779 +3,033 +21%
BlackRock
30
BlackRock
New York
$397K 17,007 +17,007 New
MA
31
Mutual Advisors
Nebraska
$379K 16,100 -1,818 -10%
APW
32
Austin Private Wealth
Texas
$357K 15,295 +930 +6%
SWA
33
Sightline Wealth Advisors
Connecticut
$352K 15,083 +15,083 New
SB
34
Strategic Blueprint
Georgia
$339K 14,520 +294 +2%
KPWS
35
Kestra Private Wealth Services
Texas
$293K 12,559 +1,757 +16%
RWP
36
Reliant Wealth Planning
Kentucky
$272K 11,629
MAG
37
M3 Advisory Group
Massachusetts
$260K 11,138 +2,580 +30%
LFS
38
Littlejohn Financial Services
Oregon
$250K 10,695 +10,695 New
BFS
39
BridgePort Financial Solutions
Iowa
$248K 10,490 +10,490 New
GRP
40
Global Retirement Partners
California
$222K 9,509 +2,812 +42%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$139K 5,928 +212 +4%
OCM
42
Orion Capital Management
California
$121K 5,171 +5,171 New
EWA
43
EP Wealth Advisors
California
$102K 4,348 +48 +1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$78.3K 3,350 +3,350 New
VHAM
45
Van Hulzen Asset Management
California
$22K 943 +943 New
PS
46
Principal Securities
Iowa
$20.4K 871
BTI
47
Blue Trust Inc
Georgia
$18.1K 775 +775 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$16K 670
HI
49
Harbour Investments
Wisconsin
$12.4K 529 +529 New
AWM
50
AE Wealth Management
Kansas
$10.5K 450 +450 New