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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
$662K
MOS
252
MGO One Seven
Ohio
$643K +$265K +10,388 +70%
GHA
253
Granite Harbor Advisors
Texas
$640K -$624K -24,492 -49%
BBNB
254
Baker Boyer National Bank
Washington
$620K +$5.76K +226 +0.9%
SWM
255
Stockman Wealth Management
Montana
$614K
DP
256
Dearborn Partners
Illinois
$608K -$6.55K -257 -1%
RFN
257
Redwood Financial Network
Ohio
$598K +$19K +744 +3%
BL
258
Balentine LLC
Georgia
$576K +$8.76K +344 +2%
SFO
259
Stokes Family Office
Louisiana
$572K
DSC
260
Duncker Streett & Co
Missouri
$572K
GC
261
Gilbert & Cook
Iowa
$570K +$571K +22,408 New
AWP
262
Accretive Wealth Partners
New Jersey
$568K +$569K +22,330 New
PCIA
263
Prime Capital Investment Advisors
Kansas
$568K +$300K +11,775 +112%
PWA
264
Provenance Wealth Advisors
Florida
$567K -$348K -13,658 -38%
CFO
265
CVA Family Office
Colorado
$565K +$137K +5,377 +32%
CPIG
266
Chicago Partners Investment Group
Illinois
$550K +$2.9K +114 +0.5%
CSIA
267
Conrad Siegel Investment Advisors
Pennsylvania
$549K +$238K +9,361 +77%
AT
268
American Trust
Kentucky
$549K +$14.3K +563 +3%
1WM
269
1900 Wealth Management
Texas
$546K +$8.28K +325 +2%
MA
270
Mutual Advisors
Nebraska
$530K -$1.4K -55 -0.3%
JBA
271
Johnson Bixby & Associates
Washington
$526K +$4.89K +192 +0.9%
SG
272
StoneX Group
New York
$524K +$39K +1,531 +8%
SPWM
273
Straight Path Wealth Management
Michigan
$516K +$40.7K +1,598 +9%
FIB
274
First Interstate Bank
Montana
$510K
AWMG
275
ADG Wealth Management Group
Louisiana
$509K +$509K +20,000 New