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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$227M +$7.11M +279,407 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$134M -$89.9M -3,534,939 -40%
Morgan Stanley
3
Morgan Stanley
New York
$118M +$1.57M +61,684 +1%
Lido Advisors
4
Lido Advisors
California
$113M +$52.3M +2,056,180 +85%
CIA
5
Capital Investment Advisors
Georgia
$95.1M +$3.09M +121,540 +3%
CAI
6
Capital Advisors Inc
Oklahoma
$89.5M +$5.83M +229,399 +7%
UBS Group
7
UBS Group
Switzerland
$89.3M +$12.5M +490,969 +16%
Raymond James Financial
8
Raymond James Financial
Florida
$79M +$3.63M +142,572 +5%
HPC
9
HM Payson & Co
Maine
$74.5M +$16.5M +650,115 +28%
LPL Financial
10
LPL Financial
California
$63.7M +$6.32M +248,583 +11%
Wells Fargo
11
Wells Fargo
California
$46.8M -$173K -6,809 -0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$44.9M -$925K -36,377 -2%
Ameriprise
13
Ameriprise
Minnesota
$41.4M +$712K +28,014 +2%
WIC
14
Woodmont Investment Counsel
Tennessee
$41.1M -$53.7K -2,113 -0.1%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$39.6M +$2.96M +116,564 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$37.2M +$5.24M +206,026 +16%
SL
17
Summitry LLC
California
$36.8M +$1.57M +61,678 +4%
HCM
18
Hengehold Capital Management
Ohio
$36.4M +$831K +32,694 +2%
GWA
19
Gratus Wealth Advisors
Virginia
$34.8M +$1.8M +70,754 +5%
KCM
20
Kathmere Capital Management
Pennsylvania
$33.1M +$2.8M +110,024 +9%
KA
21
Klingman & Associates
New York
$33M +$954K +37,530 +3%
SIC
22
Sigma Investment Counselors
Michigan
$32.4M +$746K +29,336 +2%
HCM
23
Howland Capital Management
Massachusetts
$31.2M +$1.02M +40,109 +3%
RW
24
RVW Wealth
California
$29.4M +$1.79M +70,569 +6%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$26.7M +$1.56M +61,386 +6%