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iShares iBonds 2028 Term High Yield and Income ETF

36 hedge funds and large institutions have $37.6M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

12% more capital invested

Capital invested by funds: $33.6M → $37.6M (+$4.04M)

3.14% less ownership

Funds ownership: 49.61%46.47% (-3.1%)

5% less funds holding

Funds holding: 3836 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$12M -$823K -35,695 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.9M -$43.8K -1,899 -1%
LIA
3
LBMC Investment Advisors
Tennessee
$2.82M +$1.05M +45,349 +59%
LPL Financial
4
LPL Financial
California
$1.68M +$825K +35,785 +97%
Lido Advisors
5
Lido Advisors
California
$1.47M +$119K +5,143 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.45M +$481K +20,883 +50%
IA
7
IFP Advisors
Florida
$1.39M +$167K +7,258 +14%
RSWM
8
Robertson Stephens Wealth Management
California
$966K +$963K +41,769 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$911K +$91.9K +3,987 +11%
SPWM
10
Straight Path Wealth Management
Michigan
$894K +$109K +4,750 +14%
WI
11
WrapManager Inc
California
$866K +$99.7K +4,324 +13%
GI
12
GAMMA Investing
California
$839K +$288K +12,508 +53%
Bank of America
13
Bank of America
North Carolina
$770K -$72.3K -3,136 -9%
MFG
14
Monumental Financial Group
Maryland
$687K +$685K +29,722 New
MA
15
Mutual Advisors
Nebraska
$644K +$16K +693 +3%
MHIC
16
Marble Harbor Investment Counsel
Massachusetts
$624K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$589K +$508K +22,050 +642%
SFS
18
Sowell Financial Services
Arkansas
$530K +$31.2K +1,354 +6%
RJA
19
Raymond James & Associates
Florida
$486K +$668 +29 +0.1%
OMC
20
Old Mission Capital
Illinois
$469K +$8.64K +375 +2%
BPA
21
Beacon Pointe Advisors
California
$461K +$147K +6,362 +47%
Jane Street
22
Jane Street
New York
$431K +$430K +18,658 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$342K +$58.9K +2,557 +21%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$334K +$46K +1,994 +16%
APW
25
Austin Private Wealth
Texas
$331K +$37.5K +1,629 +13%