IBDT icon

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
Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
WWM
276
WJ Wealth Management
Arizona
$342K
RBC
277
Romano Brothers & Co
Illinois
$340K
CWS
278
Cypress Wealth Services
California
$336K
VFIC
279
Valley Forge Investment Consultants
Pennsylvania
$334K
NL
280
NWAM LLC
Washington
$331K
SSWM
281
Smith Salley Wealth Management
North Carolina
$327K
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K
CSIA
283
Conrad Siegel Investment Advisors
Pennsylvania
$312K
RWM
284
Riverchase Wealth Management
Texas
$307K
FAC
285
Financial Advisory Corporation
Michigan
$301K
JAG
286
Journey Advisory Group
Kentucky
$293K
FFA
287
Farther Finance Advisors
California
$291K
KWS
288
Keystone Wealth Services
California
$289K
MIM
289
Moseley Investment Management
Florida
$286K
FDCP
290
Foster Dykema Cabot & Partners
Massachusetts
$286K
AM
291
Atwater Malick
Pennsylvania
$284K
PCIA
292
Prime Capital Investment Advisors
Kansas
$269K
MC
293
Moors & Cabot
Massachusetts
$260K
HFA
294
Highland Financial Advisors
New Jersey
$259K
MW
295
Maia Wealth
Colorado
$259K
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$257K
EAM
297
Evanson Asset Management
California
$256K
RSWM
298
Robertson Stephens Wealth Management
California
$250K
AWE
299
Avidian Wealth Enterprises
Texas
$250K
NGA
300
Naples Global Advisors
Florida
$247K