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iShares iBonds 2028 Term High Yield and Income ETF

51 hedge funds and large institutions have $141M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
5
Increased
29
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.16M +$97.5K +4,174 +9%
WI
27
WrapManager Inc
California
$1.11M +$41K +1,757 +4%
BlackRock
28
BlackRock
New York
$795K +$397K +17,008 +100%
SIM
29
Seaview Investment Managers
Florida
$766K +$766K +32,770 New
HL
30
HeadInvest LLC
Maine
$679K +$111K +4,750 +20%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$668K +$107K +4,575 +19%
BPA
32
Beacon Pointe Advisors
California
$655K +$7.87K +337 +1%
SL
33
Sentinus LLC
Illinois
$489K
KPWS
34
Kestra Private Wealth Services
Texas
$474K +$181K +7,744 +62%
Osaic Holdings
35
Osaic Holdings
Arizona
$386K -$167K -7,126 -30%
IF
36
Ironwood Financial
Arizona
$350K +$350K +14,969 New
MHIC
37
Marble Harbor Investment Counsel
Massachusetts
$335K -$296K -12,668 -47%
APW
38
Austin Private Wealth
Texas
$317K -$40.7K -1,744 -11%
HBT
39
Heartland Bank & Trust
Illinois
$303K +$303K +12,989 New
RWP
40
Reliant Wealth Planning
Kentucky
$269K -$2.99K -128 -1%
MAG
41
M3 Advisory Group
Massachusetts
$260K
BFS
42
BridgePort Financial Solutions
Iowa
$245K
OCM
43
Orion Capital Management
California
$168K +$47.4K +2,029 +39%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$138K
EWA
45
EP Wealth Advisors
California
$100K -$1.12K -48 -1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$42K -$36.2K -1,550 -46%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$21K +$5.37K +230 +34%
PS
48
Principal Securities
Iowa
$20.4K
BTI
49
Blue Trust Inc
Georgia
$18.3K +$210 +9 +1%
HI
50
Harbour Investments
Wisconsin
$12.4K