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iShares iBonds 2028 Term High Yield and Income ETF

41 hedge funds and large institutions have $72.8M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

94% more capital invested

Capital invested by funds: $37.6M → $72.8M (+$35.2M)

14% more funds holding

Funds holding: 3641 (+5)

7.23% more ownership

Funds ownership: 46.47%53.7% (+7.2%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$20.7M +$20.4M +871,104 New
NA
2
NewEdge Advisors
Louisiana
$13M +$719K +30,661 +6%
LIA
3
LBMC Investment Advisors
Tennessee
$5.97M +$3.02M +128,735 +105%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.04M +$31.3K +1,335 +0.8%
MFG
5
Monumental Financial Group
Maryland
$3.08M +$2.34M +99,671 +335%
GI
6
GAMMA Investing
California
$2.84M +$1.95M +83,247 +229%
Bank of America
7
Bank of America
North Carolina
$2.39M +$1.57M +67,079 +201%
LPL Financial
8
LPL Financial
California
$2.21M +$476K +20,305 +28%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.85M +$351K +14,979 +24%
IA
10
IFP Advisors
Florida
$1.5M +$72.8K +3,105 +5%
Lido Advisors
11
Lido Advisors
California
$1.35M -$163K -6,952 -11%
RSWM
12
Robertson Stephens Wealth Management
California
$1.24M +$243K +10,369 +25%
WI
13
WrapManager Inc
California
$1.04M +$145K +6,167 +16%
SPWM
14
Straight Path Wealth Management
Michigan
$984K +$62.5K +2,665 +7%
IWC
15
Integrated Wealth Concepts
Massachusetts
$959K +$20.9K +891 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$722K +$365K +15,571 +105%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$702K +$94.1K +4,015 +16%
Jane Street
18
Jane Street
New York
$646K +$199K +8,505 +46%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$643K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$608K +$260K +11,085 +77%
RJA
21
Raymond James & Associates
Florida
$602K +$100K +4,271 +20%
BPA
22
Beacon Pointe Advisors
California
$538K +$62.2K +2,654 +13%
SL
23
Sentinus LLC
Illinois
$498K +$490K +20,926 New
Morgan Stanley
24
Morgan Stanley
New York
$443K +$140K +5,993 +47%
OMC
25
Old Mission Capital
Illinois
$426K -$55.9K -2,387 -12%