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iShares iBonds Dec 2028 Term Corporate ETF

404 hedge funds and large institutions have $2.81B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Stockman Wealth Management
Montana
$614K
DP
252
Dearborn Partners
Illinois
$608K
RFN
253
Redwood Financial Network
Ohio
$598K
BL
254
Balentine LLC
Georgia
$576K
SFO
255
Stokes Family Office
Louisiana
$572K
DSC
256
Duncker Streett & Co
Missouri
$572K
GC
257
Gilbert & Cook
Iowa
$570K
AWP
258
Accretive Wealth Partners
New Jersey
$568K
PCIA
259
Prime Capital Investment Advisors
Kansas
$568K
PWA
260
Provenance Wealth Advisors
Florida
$567K
CFO
261
CVA Family Office
Colorado
$565K
CPIG
262
Chicago Partners Investment Group
Illinois
$550K
CSIA
263
Conrad Siegel Investment Advisors
Pennsylvania
$549K
AT
264
American Trust
Kentucky
$549K
1WM
265
1900 Wealth Management
Texas
$546K
MA
266
Mutual Advisors
Nebraska
$530K
JBA
267
Johnson Bixby & Associates
Washington
$526K
SG
268
StoneX Group
New York
$524K
SPWM
269
Straight Path Wealth Management
Michigan
$516K
FIB
270
First Interstate Bank
Montana
$510K
AWMG
271
ADG Wealth Management Group
Louisiana
$509K
RSWA
272
Robinson Smith Wealth Advisors
Maine
$508K
OC
273
Oppenheimer & Co
New York
$504K
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$494K
SPIA
275
Steward Partners Investment Advisory
New York
$479K