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iShares iBonds 2028 Term High Yield and Income ETF

11 hedge funds and large institutions have $10.3M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding

Funds holding: 611 (+5)

1% less capital invested

Capital invested by funds: $10.4M → $10.3M (-$78.5K)

12.03% less ownership

Funds ownership: 87.4%75.37% (-12%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
11
Holders Change
+5
Holders Change %
+83.33%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.83M
NA
2
NewEdge Advisors
Louisiana
$1.19M -$70.5K -3,128 -6%
FTUS
3
Flow Traders U.S.
New York
$953K -$1.41M -62,422 -60%
WI
4
WrapManager Inc
California
$488K +$7.41K +329 +2%
Jane Street
5
Jane Street
New York
$479K -$501K -22,246 -51%
SPWM
6
Straight Path Wealth Management
Michigan
$298K +$295K +13,110 New
Osaic Holdings
7
Osaic Holdings
Arizona
$25.1K +$24.8K +1,101 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.1K +670 New
BCPWM
9
Bradley & Co Private Wealth Management
Florida
$6.83K
UBS Group
10
UBS Group
Switzerland
$5.64K +$5.59K +248 New
Bank of America
11
Bank of America
North Carolina
$4.12K +$4.08K +181 New