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iShares iBonds Dec 2028 Term Corporate ETF

359 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 37 funds opening new positions, 187 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$14.9M
3 +$8.01M
4
Morgan Stanley
Morgan Stanley
New York
+$7.83M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
251
RFP Financial Group
Georgia
$373K
SWA
252
Strata Wealth Advisors
Texas
$372K
SQA
253
Simon Quick Advisors
New Jersey
$363K
TCM
254
TABR Capital Management
California
$363K
FW
255
FullCircle Wealth
Texas
$363K
BONH
256
Bank of New Hampshire
New Hampshire
$353K
WJA
257
Willis Johnson & Associates
Texas
$344K
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$339K
CWS
259
Cypress Wealth Services
California
$335K
FFP
260
FourThought Financial Partners
Florida
$330K
VFIC
261
Valley Forge Investment Consultants
Pennsylvania
$329K
KWS
262
Keystone Wealth Services
California
$326K
PJSIMP
263
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
ASN
264
Advisory Services Network
Georgia
$310K
CSIA
265
Conrad Siegel Investment Advisors
Pennsylvania
$308K
MW
266
Maia Wealth
Colorado
$299K
CPIG
267
Chicago Partners Investment Group
Illinois
$295K
JAG
268
Journey Advisory Group
Kentucky
$292K
MIM
269
Moseley Investment Management
Florida
$285K
FDCP
270
Foster Dykema Cabot & Partners
Massachusetts
$285K
AM
271
Atwater Malick
Pennsylvania
$283K
AAS
272
Avantax Advisory Services
Texas
$280K
MFWP
273
Mosaic Family Wealth Partners
Missouri
$273K
PIMG
274
Patriot Investment Management Group
Tennessee
$268K
BCV
275
Banque Cantonale Vaudoise
Switzerland
$267K