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iShares iBonds 2028 Term High Yield and Income ETF
IBHH

Overview Fund Activity

26 hedge funds and large institutions have $25M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+16
Holders Change %
+160%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$10.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.49M
3
Jane Street
3
Jane Street
New York
$2.44M
4
IA
4
IFP Advisors
Florida
$1.05M
5
Bank of America
5
Bank of America
North Carolina
$898K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$10.8M 462,682 +462,682 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.49M 149,766 +149,766 New
Jane Street
3
Jane Street
New York
$2.44M 104,866 +104,866 New
IA
4
IFP Advisors
Florida
$1.05M 45,126 +42,104 +1,393%
Bank of America
5
Bank of America
North Carolina
$898K 38,537 +30,974 +410%
Lido Advisors
6
Lido Advisors
California
$672K 28,867 +28,867 New
SPWM
7
Straight Path Wealth Management
Michigan
$618K 26,532 +8,349 +46%
WI
8
WrapManager Inc
California
$609K 26,145 +3,568 +16%
RBFC
9
Roman Butler Fullerton & Co
Missouri
$537K 23,010 +23,010 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$490K 21,038 +21,038 New
MA
11
Mutual Advisors
Nebraska
$490K 21,024 +21,024 New
RJA
12
Raymond James & Associates
Florida
$469K 20,122 +20,122 New
SFS
13
Sowell Financial Services
Arkansas
$465K 19,945 +19,945 New
OMC
14
Old Mission Capital
Illinois
$398K 17,074 +17,074 New
Osaic Holdings
15
Osaic Holdings
Arizona
$367K 15,732 +14,554 +1,235%
CFS
16
Commonwealth Financial Services
West Virginia
$256K 10,971 +10,971 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$246K 10,500 +10,500 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$242K 10,400 +1,100 +12%
Morgan Stanley
19
Morgan Stanley
New York
$157K 6,752 +6,641 +5,983%
EWM
20
Evermay Wealth Management
Virginia
$116K 5,000 +5,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$64K 2,736 +2,736 New
GRP
22
Global Retirement Partners
California
$58.9K 2,542 +2,542 New
Wells Fargo
23
Wells Fargo
California
$48.9K 2,100 +2,100 New
PS
24
Principal Securities
Iowa
$20.3K 871 +871 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16K 670 – –
1
2