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iShares iBonds 2028 Term High Yield and Income ETF

71 hedge funds and large institutions have $216M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $157M → $216M (+$59.4M)

15% more funds holding

Funds holding: 6271 (+9)

7.91% more ownership

Funds ownership: 62.47%70.38% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
39
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$36.2M +$8.11M +342,056 +29%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$26.9M +$1.51M +63,854 +6%
NA
3
NewEdge Advisors
Louisiana
$18.2M +$5.72M +241,224 +46%
LPL Financial
4
LPL Financial
California
$16M +$10.5M +442,051 +193%
KTM
5
Keeler Thomas Management
Utah
$9.82M +$130K +5,470 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.97M +$7.93M +334,224 New
AWM
7
Apollon Wealth Management
South Carolina
$7.92M +$122K +5,164 +2%
CFS
8
Commonwealth Financial Services
West Virginia
$7.76M +$144K +6,066 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.74M +$1.76M +74,116 +30%
MA
10
Mutual Advisors
Nebraska
$7.32M +$7.29M +307,576 New
IF
11
Ironwood Financial
Arizona
$7.31M +$6.91M +291,262 +1,946%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.85M +$1.08M +45,338 +23%
LFS
13
Littlejohn Financial Services
Oregon
$4.94M +$148K +6,221 +3%
Morgan Stanley
14
Morgan Stanley
New York
$4.76M +$808K +34,075 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.7M -$34.7K -1,465 -0.7%
Jane Street
16
Jane Street
New York
$3.84M +$3.56M +149,915 +1,355%
Bank of America
17
Bank of America
North Carolina
$3.64M +$610K +25,737 +20%
Wells Fargo
18
Wells Fargo
California
$3.36M +$1.84M +77,452 +122%
Raymond James Financial
19
Raymond James Financial
Florida
$3.28M +$98.9K +4,170 +3%
RSWM
20
Robertson Stephens Wealth Management
California
$3.17M +$356K +15,021 +13%
SPWM
21
Straight Path Wealth Management
Michigan
$2.64M +$452K +19,066 +21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M +$569K +23,986 +41%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.49M +$33K +1,391 +2%
Lido Advisors
24
Lido Advisors
California
$1.24M -$27.8K -1,173 -2%
SWA
25
Sightline Wealth Advisors
Connecticut
$1.2M -$113K -4,751 -9%

IBHH Hedge Fund Activity: Q3 2025 in Review

71 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) for Q3 2025, worth a combined $216M — up 38% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBHH positions and 5 closed out — a net gain of 11 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was GAMMA Investing, cutting an estimated $1.08M.

  • 71 institutional investors held iShares iBonds 2028 Term High Yield and Income ETF (IBHH) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $216M of iShares iBonds 2028 Term High Yield and Income ETF stock for Q3 2025, up 38% quarter-over-quarter.
  • 16 funds opened new iShares iBonds 2028 Term High Yield and Income ETF positions in Q3 2025 and 5 closed out, a net change of +11 holders.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF buyer in Q3 2025 was LPL Financial, an estimated $10.5M added.
  • The largest iShares iBonds 2028 Term High Yield and Income ETF seller in Q3 2025 was GAMMA Investing, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2025.