We are live on ! Find out more
IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
276
Robinson Smith Wealth Advisors
Maine
$508K +$8.63K +339 +2%
OC
277
Oppenheimer & Co
New York
$504K +$33.3K +1,309 +7%
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$494K +$479K +18,809 +3,243%
SPIA
279
Steward Partners Investment Advisory
New York
$479K +$9.4K +369 +2%
RRA
280
Round Rock Advisors
Connecticut
$466K +$466K +18,302 New
ASN
281
Advisory Services Network
Georgia
$464K +$101K +3,976 +28%
AA
282
Ancora Advisors
Ohio
$458K +$65.2K +2,558 +17%
T
283
Tableaux
Massachusetts
$457K +$46.1K +1,810 +11%
CCM
284
CFO Capital Management
Connecticut
$455K +$455K +17,865 New
KOMWMG
285
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$448K +$229K +8,978 +104%
PS
286
Principal Securities
Iowa
$445K +$38.2K +1,500 +9%
EIP
287
Ellis Investment Partners
Pennsylvania
$440K +$440K +17,292 New
ACM
288
Adalta Capital Management
New York
$437K +$438K +17,180 New
CT
289
Clearstead Trust
Maine
$432K +$433K +16,986 New
CFMC
290
Curbstone Financial Management Corp
New Hampshire
$423K +$423K +16,600 New
AM
291
Atwater Malick
Pennsylvania
$416K +$133K +5,209 +47%
SQA
292
Simon Quick Advisors
New Jersey
$416K +$52.1K +2,044 +14%
BCPWM
293
Bradley & Co Private Wealth Management
Florida
$411K -$29.1K -1,144 -7%
RF
294
Robbins Farley
New Hampshire
$408K +$200K +7,857 +96%
TLFA
295
True Link Financial Advisors
California
$397K +$397K +15,578 New
HC
296
Hurley Capital
New York
$395K +$238K +9,347 +151%
LNB
297
Ledyard National Bank
$387K
AMM
298
American Money Management
California
$386K +$155K +6,100 +67%
MFWP
299
Mosaic Family Wealth Partners
Missouri
$374K +$14.6K +575 +4%
HNW
300
High Note Wealth
Minnesota
$373K +$346K +13,568 +1,241%