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iShares iBonds 2028 Term High Yield and Income ETF

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.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

364% more capital invested

Capital invested by funds: $5.39M → $25M (+$19.6M)

160% more funds holding

Funds holding: 1026 (+16)

18.96% more ownership

Funds ownership: 34.7%53.67% (+19%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$10.8M +$10.4M +462,682 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.49M +$3.36M +149,766 New
Jane Street
3
Jane Street
New York
$2.44M +$2.35M +104,866 New
IA
4
IFP Advisors
Florida
$1.05M +$945K +42,104 +1,393%
Bank of America
5
Bank of America
North Carolina
$898K +$695K +30,974 +410%
Lido Advisors
6
Lido Advisors
California
$672K +$648K +28,867 New
SPWM
7
Straight Path Wealth Management
Michigan
$618K +$187K +8,349 +46%
WI
8
WrapManager Inc
California
$609K +$80K +3,568 +16%
RBFC
9
Roman Butler Fullerton & Co
Missouri
$537K +$516K +23,010 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$490K +$472K +21,038 New
MA
11
Mutual Advisors
Nebraska
$490K +$472K +21,024 New
RJA
12
Raymond James & Associates
Florida
$469K +$451K +20,122 New
SFS
13
Sowell Financial Services
Arkansas
$465K +$447K +19,945 New
OMC
14
Old Mission Capital
Illinois
$398K +$383K +17,074 New
Osaic Holdings
15
Osaic Holdings
Arizona
$367K +$327K +14,554 +1,235%
CFS
16
Commonwealth Financial Services
West Virginia
$256K +$246K +10,971 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$246K +$236K +10,500 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$242K +$24.7K +1,100 +12%
Morgan Stanley
19
Morgan Stanley
New York
$157K +$149K +6,641 +5,983%
EWM
20
Evermay Wealth Management
Virginia
$116K +$112K +5,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$64K +$61.4K +2,736 New
GRP
22
Global Retirement Partners
California
$58.9K +$57K +2,542 New
Wells Fargo
23
Wells Fargo
California
$48.9K +$47.1K +2,100 New
PS
24
Principal Securities
Iowa
$20.3K +$19.5K +871 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16K