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iShares iBonds 2028 Term High Yield and Income ETF

51 hedge funds and large institutions have $141M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$24.9M
LIA
2
LBMC Investment Advisors
Tennessee
$19.5M
NA
3
NewEdge Advisors
Louisiana
$11.9M
KTM
4
Keeler Thomas Management
Utah
$8.22M
AWM
5
Apollon Wealth Management
South Carolina
$7.54M
CFS
6
Commonwealth Financial Services
West Virginia
$7.45M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.38M
GI
8
GAMMA Investing
California
$4.68M
Raymond James Financial
9
Raymond James Financial
Florida
$4.5M
LFS
10
Littlejohn Financial Services
Oregon
$4.49M
LPL Financial
11
LPL Financial
California
$4.44M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.43M
Bank of America
13
Bank of America
North Carolina
$3.21M
Jane Street
14
Jane Street
New York
$2.94M
Morgan Stanley
15
Morgan Stanley
New York
$2.29M
SIA
16
Summit Investment Advisors
Maryland
$2.17M
RSWM
17
Robertson Stephens Wealth Management
California
$1.9M
SPWM
18
Straight Path Wealth Management
Michigan
$1.9M
UBS Group
19
UBS Group
Switzerland
$1.79M
IA
20
IFP Advisors
Florida
$1.41M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.39M
Wells Fargo
22
Wells Fargo
California
$1.37M
Lido Advisors
23
Lido Advisors
California
$1.25M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.18M
SWA
25
Sightline Wealth Advisors
Connecticut
$1.18M