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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
WWM
276
WJ Wealth Management
Arizona
$342K -$132K -5,200 -28%
RBC
277
Romano Brothers & Co
Illinois
$340K +$339K +13,340 New
CWS
278
Cypress Wealth Services
California
$336K
VFIC
279
Valley Forge Investment Consultants
Pennsylvania
$334K +$3.76K +148 +1%
NL
280
NWAM LLC
Washington
$331K +$2.49K +98 +0.8%
SSWM
281
Smith Salley Wealth Management
North Carolina
$327K +$325K +12,796 New
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K
CSIA
283
Conrad Siegel Investment Advisors
Pennsylvania
$312K +$2.95K +116 +1%
RWM
284
Riverchase Wealth Management
Texas
$307K +$306K +12,030 New
FAC
285
Financial Advisory Corporation
Michigan
$301K +$94.4K +3,715 +46%
JAG
286
Journey Advisory Group
Kentucky
$293K
FFA
287
Farther Finance Advisors
California
$291K +$233K +9,175 +410%
KWS
288
Keystone Wealth Services
California
$289K -$37.8K -1,488 -12%
MIM
289
Moseley Investment Management
Florida
$286K +$25 +1 +0%
FDCP
290
Foster Dykema Cabot & Partners
Massachusetts
$286K
AM
291
Atwater Malick
Pennsylvania
$284K
PCIA
292
Prime Capital Investment Advisors
Kansas
$269K +$13.8K +541 +5%
MC
293
Moors & Cabot
Massachusetts
$260K +$32.7K +1,288 +14%
HFA
294
Highland Financial Advisors
New Jersey
$259K
MW
295
Maia Wealth
Colorado
$259K -$39.8K -1,564 -13%
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$257K +$50.4K +1,982 +24%
EAM
297
Evanson Asset Management
California
$256K +$255K +10,025 New
RSWM
298
Robertson Stephens Wealth Management
California
$250K -$25 -1 -0%
AWE
299
Avidian Wealth Enterprises
Texas
$250K +$8.9K +350 +4%
NGA
300
Naples Global Advisors
Florida
$247K +$246K +9,690 New