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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
MAG
51
M3 Advisory Group
Massachusetts
$266K – – –
EAM
52
Evanson Asset Management
California
$256K +$255K +10,732 New
Stifel Financial
53
Stifel Financial
Missouri
$250K +$30.5K +1,286 +14%
PAG
54
Private Advisor Group
New Jersey
$250K +$10.2K +432 +4%
T
55
Tableaux
Massachusetts
$240K +$27.3K +1,151 +13%
OMC
56
Old Mission Capital
Illinois
$209K -$92.6K -3,905 -31%
GRP
57
Global Retirement Partners
California
$199K +$1.66K +70 +0.8%
AWM
58
AE Wealth Management
Kansas
$174K +$154K +6,509 +814%
GI
59
GAMMA Investing
California
$163K -$1.08M -45,490 -87%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$141K – – –
PS
61
Principal Securities
Iowa
$121K +$2.25K +95 +2%
BC
62
Barrett & Company
Rhode Island
$45.9K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$24K +$7.92K +334 +50%
BTI
64
Blue Trust Inc
Georgia
$19.3K +$308 +13 +2%
HNW
65
High Note Wealth
Minnesota
$18.1K +$18K +759 New
HBW
66
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +737 New
FFA
67
Farther Finance Advisors
California
$16.6K +$16.5K +696 New
HI
68
Harbour Investments
Wisconsin
$12.9K – – –
HPC
69
HM Payson & Co
Maine
$10K +$9.96K +420 New
JWA
70
JFS Wealth Advisors
Pennsylvania
$7.16K +$7.12K +300 New
CA
71
Clearstead Advisors
Ohio
$4.4K +$4.36K +184 New
ASN
72
Advisory Services Network
Georgia
$3.51K +$3.49K +147 New
SIM
73
Seaview Investment Managers
Florida
– -$882K -37,163 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
– -$445K -18,747 Closed
MHIC
75
Marble Harbor Investment Counsel
Massachusetts
– -$306K -12,900 Closed
1 2
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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.