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iShares iBonds 2028 Term High Yield and Income ETF

87 hedge funds and large institutions have $287M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $216M → $287M (+$70.9M)

23% more funds holding

Funds holding: 7187 (+16)

1.79% more ownership

Funds ownership: 70.38%72.18% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
47
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.39M +$291K +12,291 +26%
KPWS
27
Kestra Private Wealth Services
Texas
$1.33M +$159K +6,726 +14%
Lido Advisors
28
Lido Advisors
California
$1.23M
RWM
29
Rialto Wealth Management
New York
$1.22M +$1.22M +51,342 New
BlackRock
30
BlackRock
New York
$1.2M +$399K +16,860 +50%
R
31
Rebalance
California
$1.1M +$1.1M +46,661 New
FAL
32
Focused Alpha LLC
Colorado
$951K +$951K +40,159 New
WI
33
WrapManager Inc
California
$826K -$176K -7,425 -18%
TF
34
Threadgill Financial
Texas
$789K +$351K +14,841 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$754K +$154K +6,516 +26%
SWA
36
Sightline Wealth Advisors
Connecticut
$731K -$460K -19,450 -39%
HL
37
HeadInvest LLC
Maine
$671K
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$668K +$381K +16,087 +132%
Osaic Holdings
39
Osaic Holdings
Arizona
$665K +$309K +13,059 +87%
HBT
40
Heartland Bank & Trust
Illinois
$635K +$31K +1,311 +5%
KCA
41
Kastel Capital Advisors
Massachusetts
$558K +$558K +23,556 New
APW
42
Austin Private Wealth
Texas
$546K +$1.42K +60 +0.3%
PIM
43
Penobscot Investment Management
Massachusetts
$504K +$504K +21,300 New
KFAA
44
Klaas Financial Asset Advisors
Illinois
$489K +$489K +20,659 New
FCH
45
Freestone Capital Holdings
Washington
$484K +$32.3K +1,365 +7%
GVAG
46
Great Valley Advisor Group
Delaware
$478K +$478K +20,196 New
HSG
47
Helen Stephens Group
Texas
$459K +$115K +4,843 +33%
BPA
48
Beacon Pointe Advisors
California
$451K +$22.1K +933 +5%
SL
49
Sentinus LLC
Illinois
$445K
GPA
50
Guidance Point Advisors
Massachusetts
$420K +$138K +5,822 +49%