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iShares iBonds 2028 Term High Yield and Income ETF

62 hedge funds and large institutions have $157M 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.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

22% more funds holding

Funds holding: 5162 (+11)

11% more capital invested

Capital invested by funds: $141M → $157M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.83% less ownership

Funds ownership: 63.3%62.47% (-0.83%)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.09M -$722K -30,996 -40%
IA
27
IFP Advisors
Florida
$1.08M -$340K -14,590 -24%
SIM
28
Seaview Investment Managers
Florida
$882K +$102K +4,393 +13%
KPWS
29
Kestra Private Wealth Services
Texas
$859K +$370K +15,892 +78%
BlackRock
30
BlackRock
New York
$800K -$6.85K -294 -0.9%
HL
31
HeadInvest LLC
Maine
$672K -$17.5K -750 -3%
HBT
32
Heartland Bank & Trust
Illinois
$497K +$186K +7,972 +61%
BPA
33
Beacon Pointe Advisors
California
$485K -$177K -7,609 -27%
SL
34
Sentinus LLC
Illinois
$446K -$49.7K -2,134 -10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$445K +$437K +18,747 New
APW
36
Austin Private Wealth
Texas
$398K +$75.4K +3,237 +24%
IF
37
Ironwood Financial
Arizona
$350K
MHIC
38
Marble Harbor Investment Counsel
Massachusetts
$306K -$33.4K -1,432 -10%
OMC
39
Old Mission Capital
Illinois
$301K +$295K +12,683 New
BCM
40
Boreal Capital Management
Florida
$287K
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$274K +$269K +11,561 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$271K +$266K +11,436 New
RWP
43
Reliant Wealth Planning
Kentucky
$270K -$3.14K -135 -1%
MAG
44
M3 Advisory Group
Massachusetts
$264K
Jane Street
45
Jane Street
New York
$262K -$2.68M -114,968 -91%
OCM
46
Orion Capital Management
California
$261K +$88.5K +3,800 +53%
BFS
47
BridgePort Financial Solutions
Iowa
$249K
Osaic Holdings
48
Osaic Holdings
Arizona
$239K -$151K -6,480 -39%
PAG
49
Private Advisor Group
New Jersey
$238K +$234K +10,044 New
CF
50
Cyr Financial
Illinois
$230K +$225K +9,675 New

IBHH Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q2 2025, worth a combined $157M — up 11% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHH positions and 1 closed out — a net gain of 11 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $7.87M. The largest seller was GAMMA Investing, cutting an estimated $3.44M.

  • 62 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q2 2025, up from 51 in Q1 2025.
  • Funds reported $157M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q2 2025 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q2 2025 was LBMC Investment Advisors, an estimated $7.87M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q2 2025 was GAMMA Investing, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2025.