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iShares iBonds 2028 Term High Yield and Income ETF

38 hedge funds and large institutions have $33.6M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+12
Holders Change %
+46.15%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$12.9M 553,186 +90,504 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.98M 170,457 +20,691 +14%
LIA
3
LBMC Investment Advisors
Tennessee
$1.79M 76,718 +76,718 New
Lido Advisors
4
Lido Advisors
California
$1.36M 58,451 +29,584 +102%
IA
5
IFP Advisors
Florida
$1.23M 52,823 +7,697 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$980K 41,983 +41,983 New
LPL Financial
7
LPL Financial
California
$862K 36,941 +36,941 New
Bank of America
8
Bank of America
North Carolina
$851K 36,440 -2,097 -5%
IWC
9
Integrated Wealth Concepts
Massachusetts
$827K 35,434 +25,034 +241%
SPWM
10
Straight Path Wealth Management
Michigan
$792K 33,929 +7,397 +28%
WI
11
WrapManager Inc
California
$773K 33,132 +6,987 +27%
MHIC
12
Marble Harbor Investment Counsel
Massachusetts
$630K 27,000 +27,000 New
MA
13
Mutual Advisors
Nebraska
$627K 26,879 +5,855 +28%
RBFC
14
Roman Butler Fullerton & Co
Missouri
$567K 24,744 +1,734 +8%
GI
15
GAMMA Investing
California
$555K 23,767 +23,767 New
SFS
16
Sowell Financial Services
Arkansas
$503K 21,562 +1,617 +8%
RJA
17
Raymond James & Associates
Florida
$490K 20,995 +873 +4%
OMC
18
Old Mission Capital
Illinois
$465K 19,929 +2,855 +17%
SB
19
Strategic Blueprint
Georgia
$360K 15,433 +15,433 New
BPA
20
Beacon Pointe Advisors
California
$317K 13,586 +13,586 New
APW
21
Austin Private Wealth
Texas
$293K 12,698 +12,698 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$291K 12,456 +12,456 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$285K 12,218 -8,820 -42%
Morgan Stanley
24
Morgan Stanley
New York
$270K 11,581 +4,829 +72%
CFS
25
Commonwealth Financial Services
West Virginia
$256K 10,971