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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

357 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 36 funds opening new positions, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
186
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
Citadel Advisors
Florida
$24.3M
3
HCM
Hengehold Capital Management
Ohio
$33.8M
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$66.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.3K
4
WC
Wolfstich Capital
Massachusetts
$0
5
WCP
Wick Capital Partners
Pennsylvania
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
276
Prime Capital Investment Advisors
Kansas
$254K -$180K -7,067 -41%
RSWM
277
Robertson Stephens Wealth Management
California
$249K -$184K -7,229 -42%
MF
278
Montis Financial
Massachusetts
$245K -$16.1K -634 -6%
NL
279
NWAM LLC
Washington
$245K +$245K +9,666 New
GCA
280
Gradient Capital Advisors
California
$242K – – –
AWE
281
Avidian Wealth Enterprises
Texas
$240K -$52.3K -2,059 -18%
AMM
282
American Money Management
California
$230K +$230K +9,062 New
MC
283
Moors & Cabot
Massachusetts
$226K +$226K +8,902 New
WANY
284
Wealthspire Advisors (New York)
New York
$220K – – –
NEPWA
285
New England Private Wealth Advisors
Massachusetts
$219K +$3.35K +132 +2%
PWA
286
Physician Wealth Advisors
Utah
$217K +$53K +2,085 +32%
KOMWMG
287
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$217K +8,534 New
SVWA
288
Sarver Vrooman Wealth Advisors
Missouri
$216K +$188K +7,397 +676%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$214K -$32.9K -1,296 -13%
CHA
290
Cooper/Haims Advisors
New York
$209K – – –
MWA
291
Midland Wealth Advisors
Illinois
$206K +$206K +8,103 New
SC
292
Scotia Capital
Ontario, Canada
$206K -$38.1K -1,500 -16%
NDSI
293
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$206K +8,099 New
Goldman Sachs
294
Goldman Sachs
New York
$206K +$206K +8,094 New
FAC
295
Financial Advisory Corporation
Michigan
$205K – – –
FHA
296
First Horizon Advisors
Tennessee
$204K – – –
AA
297
Alesco Advisors
New York
$204K – – –
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K – – –
CAM
299
Creekmur Asset Management
Illinois
$202K – – –
MA
300
MKT Advisors
California
$201K +$201K +7,962 New
10 11
12
13 14