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iShares iBonds 2028 Term High Yield and Income ETF

101 hedge funds and large institutions have $313M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

16% more funds holding

Funds holding: 87101 (+14)

9% more capital invested

Capital invested by funds: $287M → $313M (+$25.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.41% less ownership

Funds ownership: 72.18%68.77% (-3.4%)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
48
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Rialto Wealth Management
New York
$2.51M +$1.31M +55,594 +108%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.48M +$381K +16,113 +18%
PIM
28
Penobscot Investment Management
Massachusetts
$1.68M +$1.19M +50,460 +237%
KPWS
29
Kestra Private Wealth Services
Texas
$1.65M +$341K +14,434 +26%
Jane Street
30
Jane Street
New York
$1.61M +$1.62M +68,579 New
BlackRock
31
BlackRock
New York
$1.58M +$398K +16,860 +33%
UBS Group
32
UBS Group
Switzerland
$1.39M +$16K +679 +1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.35M -$48.1K -2,037 -3%
Lido Advisors
34
Lido Advisors
California
$1.11M -$110K -4,661 -9%
FAL
35
Focused Alpha LLC
Colorado
$974K +$31.6K +1,339 +3%
WI
36
WrapManager Inc
California
$819K +$24 +1 +0%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$799K +$137K +5,805 +21%
R
38
Rebalance
California
$798K -$300K -12,678 -27%
HBT
39
Heartland Bank & Trust
Illinois
$721K +$91.9K +3,890 +15%
Citadel Advisors
40
Citadel Advisors
Florida
$704K +$709K +30,015 New
Osaic Holdings
41
Osaic Holdings
Arizona
$622K -$37.7K -1,594 -6%
Cerity Partners
42
Cerity Partners
New York
$572K +$576K +24,367 New
GPA
43
Guidance Point Advisors
Massachusetts
$568K +$152K +6,427 +36%
SL
44
Sentinus LLC
Illinois
$565K +$124K +5,269 +28%
Stifel Financial
45
Stifel Financial
Missouri
$561K +$267K +11,292 +89%
KCA
46
Kastel Capital Advisors
Massachusetts
$558K
GVAG
47
Great Valley Advisor Group
Delaware
$540K +$66.7K +2,825 +14%
HSG
48
Helen Stephens Group
Texas
$506K +$50.6K +2,141 +11%
KFAA
49
Klaas Financial Asset Advisors
Illinois
$501K +$15.8K +670 +3%
HNW
50
High Note Wealth
Minnesota
$500K +$361K +15,283 +253%