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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
1WM
76
1900 Wealth Management
Texas
$228K +$229K +9,711 New
SA
77
Sanctuary Advisors
Indiana
$223K +$225K +9,506 New
BCM
78
Boreal Capital Management
Florida
$221K
FTUS
79
Flow Traders U.S.
New York
$220K +$222K +9,390 New
LFAS
80
Level Four Advisory Services
Texas
$207K +$165 +7 +0.1%
OFS
81
OneAscent Financial Services
Alabama
$202K +$203K +8,611 New
GSEP
82
Golden State Equity Partners
California
$188K +$189K +8,020 New
AWM
83
AE Wealth Management
Kansas
$180K -$40.4K -1,711 -18%
PA
84
Parallel Advisors
California
$143K +$74.4K +3,151 +108%
CTWM
85
Cherry Tree Wealth Management
Minnesota
$134K -$5.05K -214 -4%
GI
86
GAMMA Investing
California
$129K -$34.7K -1,468 -21%
FFA
87
Farther Finance Advisors
California
$115K +$100K +4,241 +609%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$67.1K +$67.6K +2,860 New
SWM
89
Spire Wealth Management
Virginia
$60.6K -$194K -8,218 -76%
NF
90
Napier Financial
Massachusetts
$51.7K +$52K +2,202 New
CB
91
CNB Bank
Pennsylvania
$50.6K -$472 -20 -0.9%
IAIM
92
International Assets Investment Management
Florida
$48.7K +$12.6K +533 +34%
BC
93
Barrett & Company
Rhode Island
$45.2K
HC
94
Hurley Capital
New York
$38.5K +$9.85K +417 +34%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$21.4K +$21.5K +912 New
BTI
96
Blue Trust Inc
Georgia
$19.6K +$189 +8 +1%
HBW
97
Hazlett, Burt & Watson
West Virginia
$18K +$189 +8 +1%
IWS
98
Intentional Wealth Strategies
Colorado
$17.2K +$17.3K +731 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$15.7K
HPC
100
HM Payson & Co
Maine
$9.86K