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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.

New
Increased
Maintained
Reduced
Closed

2,800% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 1

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $72.8M → $98.9M (+$26.1M)

27% more funds holding

Funds holding: 4152 (+11)

5.91% more ownership

Funds ownership: 53.7%59.61% (+5.9%)

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.68%
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 Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$553K +$227K +9,634 +69%
UBS Group
27
UBS Group
Switzerland
$496K +$500K +21,235 New
SL
28
Sentinus LLC
Illinois
$489K
CFS
29
Commonwealth Financial Services
West Virginia
$415K +$71.4K +3,033 +21%
BlackRock
30
BlackRock
New York
$397K +$401K +17,007 New
MA
31
Mutual Advisors
Nebraska
$379K -$42.8K -1,818 -10%
APW
32
Austin Private Wealth
Texas
$357K +$21.9K +930 +6%
SWA
33
Sightline Wealth Advisors
Connecticut
$352K +$355K +15,083 New
SB
34
Strategic Blueprint
Georgia
$339K +$6.92K +294 +2%
KPWS
35
Kestra Private Wealth Services
Texas
$293K +$41.4K +1,757 +16%
RWP
36
Reliant Wealth Planning
Kentucky
$272K
MAG
37
M3 Advisory Group
Massachusetts
$260K +$60.8K +2,580 +30%
LFS
38
Littlejohn Financial Services
Oregon
$250K +$252K +10,695 New
BFS
39
BridgePort Financial Solutions
Iowa
$248K +$247K +10,490 New
GRP
40
Global Retirement Partners
California
$222K +$66.2K +2,812 +42%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$139K +$4.99K +212 +4%
OCM
42
Orion Capital Management
California
$121K +$122K +5,171 New
EWA
43
EP Wealth Advisors
California
$102K +$1.13K +48 +1%
JP Morgan Chase
44
JP Morgan Chase
New York
$78.3K +$78.9K +3,350 New
VHAM
45
Van Hulzen Asset Management
California
$22K +$22.2K +943 New
PS
46
Principal Securities
Iowa
$20.4K
BTI
47
Blue Trust Inc
Georgia
$18.1K +$18.3K +775 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$16K
HI
49
Harbour Investments
Wisconsin
$12.4K +$12.5K +529 New
AWM
50
AE Wealth Management
Kansas
$10.5K +$10.6K +450 New