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iShares iBonds 2028 Term High Yield and Income ETF

12 hedge funds and large institutions have $9.78M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more funds holding

Funds holding: 1112 (+1)

5% less capital invested

Capital invested by funds: $10.3M → $9.78M (-$514K)

13.44% less ownership

Funds ownership: 75.37%61.93% (-13%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.77M
NA
2
NewEdge Advisors
Louisiana
$1.16M -$22.8K -1,014 -2%
WI
3
WrapManager Inc
California
$479K -$4.36K -194 -0.9%
FTUS
4
Flow Traders U.S.
New York
$403K -$539K -23,989 -57%
SPWM
5
Straight Path Wealth Management
Michigan
$357K +$60.9K +2,710 +21%
Jane Street
6
Jane Street
New York
$311K -$163K -7,245 -34%
IWC
7
Integrated Wealth Concepts
Massachusetts
$210K +$209K +9,300 New
Bank of America
8
Bank of America
North Carolina
$33.9K +$29.7K +1,322 +730%
IA
9
IFP Advisors
Florida
$25.4K +$25.3K +1,127 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$15K
Osaic Holdings
11
Osaic Holdings
Arizona
$13.3K -$11.5K -512 -47%
BCPWM
12
Bradley & Co Private Wealth Management
Florida
$6.77K
UBS Group
13
UBS Group
Switzerland
-$5.64K -248 Closed