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iShares iBonds 2028 Term High Yield and Income ETF

87 hedge funds and large institutions have $287M invested in iShares iBonds 2028 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 7

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $216M → $287M (+$70.9M)

23% more funds holding

Funds holding: 7187 (+16)

1.79% more ownership

Funds ownership: 70.38%72.18% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
47
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$40.6M +$4.66M +197,029 +13%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$28.4M +$1.77M +74,959 +7%
LPL Financial
3
LPL Financial
California
$21.7M +$5.87M +247,960 +37%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7M +$20M +845,992 +3,009%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$20.7M +$13M +549,804 +169%
NA
6
NewEdge Advisors
Louisiana
$18.9M +$802K +33,885 +4%
Morgan Stanley
7
Morgan Stanley
New York
$13.7M +$9.02M +380,864 +191%
KTM
8
Keeler Thomas Management
Utah
$9.82M +$76.3K +3,224 +0.8%
AWM
9
Apollon Wealth Management
South Carolina
$8.36M +$498K +21,033 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.24M +$323K +13,624 +4%
IF
11
Ironwood Financial
Arizona
$8.22M +$944K +39,876 +13%
CFS
12
Commonwealth Financial Services
West Virginia
$8.02M +$322K +13,601 +4%
MA
13
Mutual Advisors
Nebraska
$7.37M +$86.4K +3,650 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.89M +$86.3K +3,644 +1%
LFS
15
Littlejohn Financial Services
Oregon
$5.14M +$239K +10,088 +5%
Bank of America
16
Bank of America
North Carolina
$4.86M +$1.25M +52,770 +35%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.72M +$65.4K +2,761 +1%
Raymond James Financial
18
Raymond James Financial
Florida
$4.39M +$1.13M +47,750 +35%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$3.72M +$3.72M +157,003 New
RSWM
20
Robertson Stephens Wealth Management
California
$3.66M +$514K +21,719 +16%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.59M +$2.11M +89,006 +143%
Wells Fargo
22
Wells Fargo
California
$3.43M +$95.4K +4,029 +3%
SPWM
23
Straight Path Wealth Management
Michigan
$2.85M +$234K +9,880 +9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.12M +$158K +6,675 +8%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.41M +$267K +11,258 +23%