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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
SFO
276
Stokes Family Office
Louisiana
$569K
AWAU
277
Alliance Wealth Advisors (Utah)
Utah
$561K -$277K -10,876 -33%
AT
278
American Trust
Kentucky
$546K
OC
279
Oppenheimer & Co
New York
$543K +$41.4K +1,628 +8%
SWASL
280
Spartan Wealth Advisory Services LLC
Michigan
$540K +$542K +21,314 New
SPWM
281
Straight Path Wealth Management
Michigan
$534K +$21.2K +832 +4%
AWE
282
Avidian Wealth Enterprises
Texas
$530K +$293K +11,507 +122%
WWM
283
Walser Wealth Management
Florida
$530K +$532K +20,919 New
CCM
284
CFO Capital Management
Connecticut
$527K +$76.2K +2,996 +17%
JBA
285
Johnson Bixby & Associates
Washington
$526K +$2.37K +93 +0.5%
PWA
286
Provenance Wealth Advisors
Florida
$515K -$50K -1,966 -9%
RSWA
287
Robinson Smith Wealth Advisors
Maine
$507K +$737 +29 +0.1%
GC
288
Gilbert & Cook
Iowa
$493K -$75K -2,948 -13%
SG
289
StoneX Group
New York
$480K -$39.5K -1,555 -8%
MA
290
Mutual Advisors
Nebraska
$480K -$47.9K -1,885 -9%
EIP
291
Ellis Investment Partners
Pennsylvania
$479K +$40.8K +1,604 +9%
AM
292
Atwater Malick
Pennsylvania
$470K +$55.6K +2,188 +13%
RRA
293
Round Rock Advisors
Connecticut
$464K
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$120K +4,701 +35%
AA
295
Ancora Advisors
Ohio
$456K +$25 +1 +0%
ASN
296
Advisory Services Network
Georgia
$451K -$11.1K -436 -2%
RF
297
Robbins Farley
New Hampshire
$446K +$40.1K +1,575 +10%
PCIA
298
Prime Capital Investment Advisors
Kansas
$431K -$135K -5,308 -24%
PS
299
Principal Securities
Iowa
$431K -$11.7K -460 -3%
WIM
300
Wiregrass Investment Management
Georgia
$431K +$102K +4,000 +31%