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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
BPA
51
Beacon Pointe Advisors
California
$487K +$40.8K +1,727 +9%
FWTB
52
First Western Trust Bank
Colorado
$487K +$490K +20,734 New
IA
53
IFP Advisors
Florida
$483K +$90.4K +3,827 +23%
BFIM
54
Beese Fulmer Investment Management
Ohio
$476K +$479K +20,296 New
HL
55
HeadInvest LLC
Maine
$470K -$196K -8,300 -29%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$460K +$241K +10,207 +108%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$450K -$299K -12,646 -40%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$420K +$57.3K +2,425 +16%
MAS
59
Madden Advisory Services
Florida
$411K +$413K +17,499 New
RSEWM
60
River's Edge Wealth Management
Pennsylvania
$408K +$6.38K +270 +2%
FIA
61
Foundations Investment Advisors
Arizona
$365K +$368K +15,572 New
FCH
62
Freestone Capital Holdings
Washington
$350K -$130K -5,505 -27%
OC
63
Oppenheimer & Co
New York
$348K
OCM
64
Orion Capital Management
California
$329K
OMC
65
Old Mission Capital
Illinois
$326K -$67.6K -2,863 -17%
T
66
Tableaux
Massachusetts
$310K +$95.6K +4,047 +44%
RWP
67
Reliant Wealth Planning
Kentucky
$267K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$264K +$266K +11,250 New
WWM
69
Walser Wealth Management
Florida
$262K +$264K +11,162 New
MAG
70
M3 Advisory Group
Massachusetts
$261K
EIP
71
Ellis Investment Partners
Pennsylvania
$256K +$35.7K +1,512 +16%
PAG
72
Private Advisor Group
New Jersey
$245K -$3.97K -168 -2%
WCM
73
Windsor Capital Management
Arizona
$238K +$567 +24 +0.2%
SWM
74
Segment Wealth Management
Texas
$234K +$236K +9,980 New
CF
75
Cyr Financial
Illinois
$233K -$38.4K -1,625 -14%