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iShares iBonds 2028 Term High Yield and Income ETF

62 hedge funds and large institutions have $159M 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
Holders
62
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

Top Buyers

1 +$8.02M
2 +$4.07M
3 +$2.29M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
KTM
Keeler Thomas Management
Utah
+$1.29M

Top Sellers

1 -$3.51M
2 -$2.73M
3 -$1.4M
4
UBS Group
UBS Group
Switzerland
-$736K
5
IA
IFP Advisors
Florida
-$346K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$27.9M
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$25.2M
NA
3
NewEdge Advisors
Louisiana
$12.4M
KTM
4
Keeler Thomas Management
Utah
$9.64M
AWM
5
Apollon Wealth Management
South Carolina
$7.75M
CFS
6
Commonwealth Financial Services
West Virginia
$7.57M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.94M
LPL Financial
8
LPL Financial
California
$5.42M
LFS
9
Littlejohn Financial Services
Oregon
$4.76M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.75M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.71M
Morgan Stanley
12
Morgan Stanley
New York
$3.93M
Raymond James Financial
13
Raymond James Financial
Florida
$3.17M
Bank of America
14
Bank of America
North Carolina
$3.01M
RSWM
15
Robertson Stephens Wealth Management
California
$2.8M
SIA
16
Summit Investment Advisors
Maryland
$2.37M
SIAS
17
Summit Investment Advisory Services
Minnesota
$2.29M
SPWM
18
Straight Path Wealth Management
Michigan
$2.17M
Wells Fargo
19
Wells Fargo
California
$1.5M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.45M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.4M
SWA
22
Sightline Wealth Advisors
Connecticut
$1.31M
Lido Advisors
23
Lido Advisors
California
$1.26M
GI
24
GAMMA Investing
California
$1.24M
WI
25
WrapManager Inc
California
$1.15M