iShares iBonds 2028 Term High Yield and Income ETF
IBHH
54 hedge funds and large institutions have $142M 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, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.
1,547% more capital inflows, than outflows
Capital inflows: $45.8M | Capital outflows: $2.78M
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
3.67% more ownership
Funds ownership: 59.87% → 63.55% (+3.7%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 55 → 54 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$9.6M |
| 2 |
Keeler Thomas Management
Orem,
Utah
|
+$8.27M |
| 3 |
Commonwealth Financial Services
Vienna,
West Virginia
|
+$7.08M |
| 4 |
Littlejohn Financial Services
Roseburg,
Oregon
|
+$4.27M |
| 5 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.17M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$379K |
| 3 |
Strategic Blueprint
Atlanta,
Georgia
|
-$339K |
| 4 |
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$298K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$168K |
IBHH Hedge Fund Activity: Q1 2025 in Review
54 of the 7,489 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 $142M — up 43% from $99.3M a quarter earlier.
Fund positioning in IBHH was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 32 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.
- 54 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q1 2025, down from 55 in Q4 2024.
- Funds reported $142M 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.