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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.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
5
Increased
29
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$24.9M 1,065,811 +143,145 +16%
LIA
2
LBMC Investment Advisors
Tennessee
$19.5M 836,135 +407,950 +95%
NA
3
NewEdge Advisors
Louisiana
$11.9M 507,774 -49,862 -9%
KTM
4
Keeler Thomas Management
Utah
$8.22M 351,718 +351,718 New
AWM
5
Apollon Wealth Management
South Carolina
$7.54M 322,588 +6,730 +2%
CFS
6
Commonwealth Financial Services
West Virginia
$7.45M 318,926 +301,147 +1,694%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.38M 230,518 +36,951 +19%
GI
8
GAMMA Investing
California
$4.68M 200,146 +36,683 +22%
Raymond James Financial
9
Raymond James Financial
Florida
$4.5M 192,425 +54,397 +39%
LFS
10
Littlejohn Financial Services
Oregon
$4.49M 192,140 +181,445 +1,697%
LPL Financial
11
LPL Financial
California
$4.44M 190,194 +15,982 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.43M 189,803 +5,578 +3%
Bank of America
13
Bank of America
North Carolina
$3.21M 137,530 +32,063 +30%
Jane Street
14
Jane Street
New York
$2.94M 126,028 +13,768 +12%
Morgan Stanley
15
Morgan Stanley
New York
$2.29M 98,222 +17,409 +22%
SIA
16
Summit Investment Advisors
Maryland
$2.17M 93,541 +93,541 New
RSWM
17
Robertson Stephens Wealth Management
California
$1.9M 81,295 -6,930 -8%
SPWM
18
Straight Path Wealth Management
Michigan
$1.9M 81,170 +17,935 +28%
UBS Group
19
UBS Group
Switzerland
$1.79M 76,744 +55,509 +261%
IA
20
IFP Advisors
Florida
$1.41M 60,264 -3,329 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.39M 59,503 +18,061 +44%
Wells Fargo
22
Wells Fargo
California
$1.37M 58,614 +2,534 +5%
Lido Advisors
23
Lido Advisors
California
$1.25M 53,583 -3,059 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.18M 50,589 +8,923 +21%
SWA
25
Sightline Wealth Advisors
Connecticut
$1.18M 50,422 +35,339 +234%