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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
RSEWM
51
River's Edge Wealth Management
Pennsylvania
$403K +$403K +17,024 New
OMC
52
Old Mission Capital
Illinois
$397K +$189K +7,994 +91%
IA
53
IFP Advisors
Florida
$396K -$637K -26,926 -62%
HGA
54
Hobbs Group Advisors
South Carolina
$383K +$383K +16,192 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$367K +$88.8K +3,750 +32%
OC
56
Oppenheimer & Co
New York
$351K +$351K +14,834 New
OCM
57
Orion Capital Management
California
$331K
Stifel Financial
58
Stifel Financial
Missouri
$299K +$50.3K +2,123 +20%
SWP
59
Stratos Wealth Partners
Ohio
$298K +$298K +12,575 New
BCM
60
Boreal Capital Management
Florida
$286K
EAM
61
Evanson Asset Management
California
$274K +$19.5K +824 +8%
CF
62
Cyr Financial
Illinois
$273K -$40.1K -1,695 -13%
RWP
63
Reliant Wealth Planning
Kentucky
$269K
MAG
64
M3 Advisory Group
Massachusetts
$264K
SWM
65
Spire Wealth Management
Virginia
$256K +$256K +10,798 New
PAG
66
Private Advisor Group
New Jersey
$251K +$2.98K +126 +1%
WCM
67
Windsor Capital Management
Arizona
$240K +$240K +10,137 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$223K +$223K +9,412 New
AWM
69
AE Wealth Management
Kansas
$223K +$49.5K +2,091 +29%
EIP
70
Ellis Investment Partners
Pennsylvania
$222K +$222K +9,375 New
T
71
Tableaux
Massachusetts
$217K -$20.7K -874 -9%
LFAS
72
Level Four Advisory Services
Texas
$208K +$208K +8,797 New
GRP
73
Global Retirement Partners
California
$200K +$2.06K +87 +1%
GI
74
GAMMA Investing
California
$165K +$2.82K +119 +2%
HNW
75
High Note Wealth
Minnesota
$143K +$125K +5,283 +696%