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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

356 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 185 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
356
Holders Change
+15
Holders Change %
+4.4%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
185
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
GRP
3
Global Retirement Partners
California
$12.6M
4
FIBOI
4
First International Bank of Israel
$10.5M
5
HCM
5
Hengehold Capital Management
Ohio
$33.8M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.3K
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WCP
5
Wick Capital Partners
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$199M 7,815,685 +47,693 +0.6%
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M 3,634,900 +3,497,619 +2,548%
Morgan Stanley
3
Morgan Stanley
New York
$103M 4,048,765 +307,887 +8%
CIA
4
Capital Investment Advisors
Georgia
$81.8M 3,217,882 +230,479 +8%
CAI
5
Capital Advisors Inc
Oklahoma
$77.9M 3,064,481 +145,066 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$66.9M 2,625,859 +264,471 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$64.6M 2,539,955 +240,900 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$59.1M 2,326,215 +109,407 +5%
Lido Advisors
9
Lido Advisors
California
$53.7M 2,111,899 +241,583 +13%
UBS Group
10
UBS Group
Switzerland
$52M 2,045,079 -84,512 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.5M 1,909,424 +87,304 +5%
LPL Financial
12
LPL Financial
California
$44.8M 1,761,322 -61,125 -3%
WIC
13
Woodmont Investment Counsel
Tennessee
$43.2M 1,700,074 +61,535 +4%
Wells Fargo
14
Wells Fargo
California
$41.1M 1,616,973 +102,773 +7%
Ameriprise
15
Ameriprise
Minnesota
$40.3M 1,585,429 +30,001 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$35.9M 1,411,918 +48,723 +4%
SL
17
Summitry LLC
California
$33.9M 1,335,052 +60,228 +5%
HCM
18
Hengehold Capital Management
Ohio
$33.8M 1,329,330 +315,158 +31%
GWA
19
Gratus Wealth Advisors
Virginia
$31.3M 1,233,106 +21,202 +2%
SIC
20
Sigma Investment Counselors
Michigan
$29.3M 1,154,589 +27,853 +2%
KA
21
Klingman & Associates
New York
$28.3M 1,113,518 +14,685 +1%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$28M 1,100,626 +148,478 +16%
KCM
23
Kathmere Capital Management
Pennsylvania
$27.2M 1,069,915 +41,210 +4%
HCM
24
Howland Capital Management
Massachusetts
$25.9M 1,017,452 +61,635 +6%
RW
25
RVW Wealth
California
$24.6M 966,581 +77,283 +9%
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