iShares iBonds 2028 Term High Yield and Income ETF
IBHH
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.
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
43% more capital invested
Capital invested by funds: $98.9M → $141M (+$42.3M)
3.68% more ownership
Funds ownership: 59.61% → 63.3% (+3.7%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 52 → 51 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$9.6M |
| 2 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$8.27M |
| 3 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$7.08M |
| 4 |
LFS
Littlejohn Financial Services
Roseburg,
Oregon
|
+$4.27M |
| 5 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.17M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$379K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$339K |
| 4 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$298K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$168K |
IBHH Hedge Fund Activity: Q1 2025 in Review
51 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q1 2025, worth a combined $141M — up 43% from $98.9M a quarter earlier.
Fund positioning in IBHH was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 29 added to existing stakes and 10 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $9.6M. The largest seller was NewEdge Advisors, cutting an estimated $1.17M.
- 51 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q1 2025, down from 52 in Q4 2024.
- Funds reported $141M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q1 2025, up 43% quarter-over-quarter.
- 5 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q1 2025 and 5 closed out, a net change of 0 holders.
- The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q1 2025 was LBMC Investment Advisors, an estimated $9.6M added.
- The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q1 2025 was NewEdge Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2025.