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iShares iBonds 2028 Term High Yield and Income ETF

52 hedge funds and large institutions have $98.9M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 1

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $72.8M → $98.9M (+$26.1M)

27% more funds holding

Funds holding: 4152 (+11)

5.91% more ownership

Funds ownership: 53.7%59.61% (+5.9%)

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$21.6M +$1.21M +51,562 +6%
NA
2
NewEdge Advisors
Louisiana
$13M +$223K +9,484 +2%
LIA
3
LBMC Investment Advisors
Tennessee
$10M +$4.18M +177,383 +71%
AWM
4
Apollon Wealth Management
South Carolina
$7.38M +$7.44M +315,858 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$4.52M +$3.86M +164,069 +556%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.3M +$338K +14,332 +8%
LPL Financial
7
LPL Financial
California
$4.07M +$1.91M +81,181 +87%
GI
8
GAMMA Investing
California
$3.82M +$1.03M +43,941 +37%
Raymond James Financial
9
Raymond James Financial
Florida
$3.23M +$3.25M +138,028 New
Jane Street
10
Jane Street
New York
$2.62M +$2M +85,097 +313%
Bank of America
11
Bank of America
North Carolina
$2.46M +$120K +5,084 +5%
RSWM
12
Robertson Stephens Wealth Management
California
$2.06M +$850K +36,087 +69%
Morgan Stanley
13
Morgan Stanley
New York
$1.89M +$1.46M +62,192 +334%
IA
14
IFP Advisors
Florida
$1.49M +$9.59K +407 +0.6%
SPWM
15
Straight Path Wealth Management
Michigan
$1.48M +$516K +21,891 +53%
Lido Advisors
16
Lido Advisors
California
$1.32M
Wells Fargo
17
Wells Fargo
California
$1.31M +$1.27M +53,980 +2,570%
WI
18
WrapManager Inc
California
$1.07M +$53.4K +2,267 +5%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.06M +$123K +5,215 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$974K +$267K +11,320 +37%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$968K +$375K +15,907 +62%
BPA
22
Beacon Pointe Advisors
California
$647K +$120K +5,093 +23%
MHIC
23
Marble Harbor Investment Counsel
Massachusetts
$631K
HL
24
HeadInvest LLC
Maine
$568K +$573K +24,325 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$560K +$157K +6,648 +38%