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iShares iBonds Dec 2028 Term Corporate ETF

378 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 222 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
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
RBC
276
Romano Brothers & Co
Illinois
$340K
CWS
277
Cypress Wealth Services
California
$336K
VFIC
278
Valley Forge Investment Consultants
Pennsylvania
$334K
SSWM
279
Smith Salley Wealth Management
North Carolina
$327K
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K
CSIA
281
Conrad Siegel Investment Advisors
Pennsylvania
$312K
RWM
282
Riverchase Wealth Management
Texas
$307K
FAC
283
Financial Advisory Corporation
Michigan
$301K
JAG
284
Journey Advisory Group
Kentucky
$293K
FFA
285
Farther Finance Advisors
California
$291K
KWS
286
Keystone Wealth Services
California
$289K
MIM
287
Moseley Investment Management
Florida
$286K
FDCP
288
Foster Dykema Cabot & Partners
Massachusetts
$286K
AM
289
Atwater Malick
Pennsylvania
$284K
PCIA
290
Prime Capital Investment Advisors
Kansas
$269K
MC
291
Moors & Cabot
Massachusetts
$260K
HFA
292
Highland Financial Advisors
New Jersey
$259K
MW
293
Maia Wealth
Colorado
$259K
NDSI
294
Newman Dignan & Sheerar Inc
Rhode Island
$257K
EAM
295
Evanson Asset Management
California
$256K
RSWM
296
Robertson Stephens Wealth Management
California
$250K
NL
297
NWAM LLC
Washington
$250K
AWE
298
Avidian Wealth Enterprises
Texas
$250K
NGA
299
Naples Global Advisors
Florida
$247K
WA
300
Waterford Advisors
New York
$246K