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iShares iBonds 2028 Term High Yield and Income ETF
IBHH

71 hedge funds and large institutions have $216M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $157M → $216M (+$59.4M)

15% more funds holding

Funds holding: 62 → 71 (+9)

7.91% more ownership

Funds ownership: 62.47% → 70.38% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
39
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.5M
2
LIA
LBMC Investment Advisors
Tennessee
+$8.11M
3
HighTower Advisors
HighTower Advisors
Illinois
+$7.93M
4
MA
Mutual Advisors
Nebraska
+$7.29M
5
IF
Ironwood Financial
Arizona
+$6.91M

Top Sellers

Rank Fund Capital Flow
1
GI
GAMMA Investing
California
-$1.08M
2
SIM
Seaview Investment Managers
Florida
-$882K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$445K
4
MHIC
Marble Harbor Investment Counsel
Massachusetts
-$306K
5
BFS
BridgePort Financial Solutions
Iowa
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.18M +$311K +13,095 +36%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.15M +$41.2K +1,739 +4%
UBS Group
28
UBS Group
Switzerland
$1.11M +$15.1K +638 +1%
IA
29
IFP Advisors
Florida
$1.04M -$47.8K -2,014 -4%
WI
30
WrapManager Inc
California
$1.01M -$150K -6,328 -13%
BlackRock
31
BlackRock
New York
$805K – – –
HL
32
HeadInvest LLC
Maine
$676K – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$671K +$667K +28,115 New
HBT
34
Heartland Bank & Trust
Illinois
$609K +$108K +4,549 +22%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$604K +$326K +13,762 +119%
APW
36
Austin Private Wealth
Texas
$548K +$147K +6,197 +37%
SW
37
Simplicity Wealth
New Jersey
$493K +$490K +20,664 New
FCH
38
Freestone Capital Holdings
Washington
$455K +$452K +19,063 New
SL
39
Sentinus LLC
Illinois
$448K – – –
SNWA
40
Siligmueller & Norvid Wealth Advisors
Illinois
$448K +$446K +18,792 New
BPA
41
Beacon Pointe Advisors
California
$432K -$54.8K -2,312 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$358K +$118K +4,973 +49%
HSG
43
Helen Stephens Group
Texas
$347K +$345K +14,559 New
OCM
44
Orion Capital Management
California
$334K +$71.2K +3,000 +27%
CF
45
Cyr Financial
Illinois
$316K +$84.6K +3,568 +37%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$290K +$288K +12,157 New
BCM
47
Boreal Capital Management
Florida
$289K – – –
GPA
48
Guidance Point Advisors
Massachusetts
$285K +$57.7K +2,433 +26%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$280K +$7.02K +296 +3%
RWP
50
Reliant Wealth Planning
Kentucky
$271K – – –
1
2
3 4

IBHH Hedge Fund Activity: Q3 2025 in Review

71 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q3 2025, worth a combined $216M — up 38% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBHH positions and 5 closed out — a net gain of 11 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was GAMMA Investing, cutting an estimated $1.08M.

  • 71 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $216M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q3 2025, up 38% quarter-over-quarter.
  • 16 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q3 2025 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q3 2025 was LPL Financial, an estimated $10.5M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q3 2025 was GAMMA Investing, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2025.