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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.

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 Market Value Shares Shares
Change
Shares
Change %
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$20.7M 871,104 +871,104 New
NA
2
NewEdge Advisors
Louisiana
$13M 548,152 +30,661 +6%
LIA
3
LBMC Investment Advisors
Tennessee
$5.97M 250,802 +128,735 +105%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.04M 169,893 +1,335 +0.8%
MFG
5
Monumental Financial Group
Maryland
$3.08M 129,393 +99,671 +335%
GI
6
GAMMA Investing
California
$2.84M 119,522 +83,247 +229%
Bank of America
7
Bank of America
North Carolina
$2.39M 100,383 +67,079 +201%
LPL Financial
8
LPL Financial
California
$2.21M 93,031 +20,305 +28%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.85M 77,845 +14,979 +24%
IA
10
IFP Advisors
Florida
$1.5M 63,186 +3,105 +5%
Lido Advisors
11
Lido Advisors
California
$1.35M 56,642 -6,952 -11%
RSWM
12
Robertson Stephens Wealth Management
California
$1.24M 52,138 +10,369 +25%
WI
13
WrapManager Inc
California
$1.04M 43,623 +6,167 +16%
SPWM
14
Straight Path Wealth Management
Michigan
$984K 41,344 +2,665 +7%
IWC
15
Integrated Wealth Concepts
Massachusetts
$959K 40,312 +891 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$722K 30,346 +15,571 +105%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$702K 29,498 +4,015 +16%
Jane Street
18
Jane Street
New York
$646K 27,163 +8,505 +46%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$643K 27,000
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$608K 25,535 +11,085 +77%
RJA
21
Raymond James & Associates
Florida
$602K 25,295 +4,271 +20%
BPA
22
Beacon Pointe Advisors
California
$538K 22,602 +2,654 +13%
SL
23
Sentinus LLC
Illinois
$498K 20,926 +20,926 New
Morgan Stanley
24
Morgan Stanley
New York
$443K 18,621 +5,993 +47%
OMC
25
Old Mission Capital
Illinois
$426K 17,917 -2,387 -12%