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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
251
First Interstate Bank
Montana
$512K
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$503K +$162K +6,374 +48%
RSWA
253
Robinson Smith Wealth Advisors
Maine
$501K +$1.04K +41 +0.2%
SG
254
StoneX Group
New York
$486K +$63.5K +2,497 +15%
SPWM
255
Straight Path Wealth Management
Michigan
$476K +$229 +9 +0%
OC
256
Oppenheimer & Co
New York
$472K +$39.5K +1,554 +9%
SPIA
257
Steward Partners Investment Advisory
New York
$470K +$10.6K +418 +2%
BCPWM
258
Bradley & Co Private Wealth Management
Florida
$441K
CFO
259
CVA Family Office
Colorado
$430K +$1.27K +50 +0.3%
T
260
Tableaux
Massachusetts
$412K +$14.8K +584 +4%
PS
261
Principal Securities
Iowa
$407K +$1.96K +77 +0.5%
AA
262
Ancora Advisors
Ohio
$394K -$29.8K -1,174 -7%
LNB
263
Ledyard National Bank
$388K +$386K +15,204 New
MOS
264
MGO One Seven
Ohio
$380K -$118K -4,638 -24%
SWA
265
Strata Wealth Advisors
Texas
$373K
TCM
266
TABR Capital Management
California
$368K +$4.14K +163 +1%
SQA
267
Simon Quick Advisors
New Jersey
$365K
ASN
268
Advisory Services Network
Georgia
$364K +$51.7K +2,035 +17%
FW
269
FullCircle Wealth
Texas
$363K -$407 -16 -0.1%
MFWP
270
Mosaic Family Wealth Partners
Missouri
$361K +$86.5K +3,402 +32%
BONH
271
Bank of New Hampshire
New Hampshire
$360K +$5.08K +200 +1%
BCV
272
Banque Cantonale Vaudoise
Switzerland
$350K +$81.6K +3,210 +31%
PIMG
273
Patriot Investment Management Group
Tennessee
$349K +$80.3K +3,160 +30%
NA
274
Nestegg Advisors
New York
$349K -$176K -6,941 -34%
WJA
275
Willis Johnson & Associates
Texas
$346K