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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
5.18%
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
SWP
251
Summit Wealth Partners
Florida
$750K +$890 +35 +0.1%
AWP
252
Accretive Wealth Partners
New Jersey
$743K +$178K +6,986 +31%
LHC
253
Little House Capital
Massachusetts
$732K -$117K -4,605 -14%
LF
254
Lee Financial
Texas
$732K +$735K +28,900 New
DWM
255
DecisionMap Wealth Management
Virginia
$721K +$11.5K +454 +2%
AWM
256
Aprio Wealth Management
Georgia
$713K +$716K +28,155 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$710K +$447K +17,584 +168%
T
258
Tableaux
Massachusetts
$699K +$245K +9,640 +54%
AGP
259
Autumn Glory Partners
Texas
$698K +$788 +31 +0.1%
MML Investors Services
260
MML Investors Services
Massachusetts
$687K -$48.6K -1,911 -7%
BBNB
261
Baker Boyer National Bank
Washington
$684K +$68.2K +2,683 +11%
KOMWMG
262
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$680K +$235K +9,248 +53%
TFS
263
Thoroughbred Financial Services
Tennessee
$673K -$199K -7,818 -23%
WWM
264
WJ Wealth Management
Arizona
$664K +$320K +12,600 +93%
DWT
265
Dorsey & Whitney Trust
South Dakota
$659K
MFWP
266
Mosaic Family Wealth Partners
Missouri
$657K +$286K +11,247 +76%
MOS
267
MGO One Seven
Ohio
$652K +$11.6K +457 +2%
CFMC
268
Curbstone Financial Management Corp
New Hampshire
$651K +$231K +9,100 +55%
FIA
269
Foundations Investment Advisors
Arizona
$640K +$438K +17,217 +214%
AWMG
270
ADG Wealth Management Group
Louisiana
$634K +$128K +5,038 +25%
DP
271
Dearborn Partners
Illinois
$623K +$17.9K +704 +3%
RFN
272
Redwood Financial Network
Ohio
$614K +$18.3K +719 +3%
SWM
273
Stockman Wealth Management
Montana
$609K -$1.58K -62 -0.3%
VHAM
274
Van Hulzen Asset Management
California
$604K +$339K +13,314 +126%
FIB
275
First Interstate Bank
Montana
$581K +$73.6K +2,893 +14%