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iShares iBonds 2028 Term High Yield and Income ETF

62 hedge funds and large institutions have $157M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

22% more funds holding

Funds holding: 5162 (+11)

11% more capital invested

Capital invested by funds: $141M → $157M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.83% less ownership

Funds ownership: 63.3%62.47% (-0.83%)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
28
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$27.9M +$7.87M +337,777 +40%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$25.2M -$70K -3,005 -0.3%
NA
3
NewEdge Advisors
Louisiana
$12.4M +$314K +13,497 +3%
KTM
4
Keeler Thomas Management
Utah
$9.64M +$1.27M +54,329 +15%
AWM
5
Apollon Wealth Management
South Carolina
$7.75M +$96.4K +4,139 +1%
CFS
6
Commonwealth Financial Services
West Virginia
$7.57M +$6.1K +262 +0.1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.94M +$461K +19,781 +9%
LPL Financial
8
LPL Financial
California
$5.42M +$894K +38,375 +20%
LFS
9
Littlejohn Financial Services
Oregon
$4.76M +$201K +8,610 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.75M +$3.99M +171,416 +600%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.71M +$197K +8,449 +4%
Morgan Stanley
12
Morgan Stanley
New York
$3.93M +$1.57M +67,391 +69%
Raymond James Financial
13
Raymond James Financial
Florida
$3.17M -$1.37M -58,955 -31%
Bank of America
14
Bank of America
North Carolina
$3.01M -$246K -10,567 -8%
RSWM
15
Robertson Stephens Wealth Management
California
$2.8M +$855K +36,692 +45%
SIA
16
Summit Investment Advisors
Maryland
$2.37M +$166K +7,107 +8%
SPWM
17
Straight Path Wealth Management
Michigan
$2.17M +$239K +10,278 +13%
Wells Fargo
18
Wells Fargo
California
$1.5M +$107K +4,614 +8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.45M +$36.5K +1,565 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.4M +$191K +8,195 +16%
SWA
21
Sightline Wealth Advisors
Connecticut
$1.31M +$109K +4,660 +9%
Lido Advisors
22
Lido Advisors
California
$1.26M -$15K -645 -1%
GI
23
GAMMA Investing
California
$1.24M -$3.44M -147,804 -74%
WI
24
WrapManager Inc
California
$1.15M +$23.4K +1,006 +2%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.1M -$77.6K -3,333 -7%

IBHH Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q2 2025, worth a combined $157M — up 11% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBHH positions and 1 closed out — a net gain of 11 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $7.87M. The largest seller was GAMMA Investing, cutting an estimated $3.44M.

  • 62 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q2 2025, up from 51 in Q1 2025.
  • Funds reported $157M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 12 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q2 2025 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q2 2025 was LBMC Investment Advisors, an estimated $7.87M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q2 2025 was GAMMA Investing, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2025.