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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
SFO
276
Stokes Family Office
Louisiana
$569K
AWAU
277
Alliance Wealth Advisors (Utah)
Utah
$561K
AT
278
American Trust
Kentucky
$546K
OC
279
Oppenheimer & Co
New York
$543K
SWASL
280
Spartan Wealth Advisory Services LLC
Michigan
$540K
SPWM
281
Straight Path Wealth Management
Michigan
$534K
AWE
282
Avidian Wealth Enterprises
Texas
$530K
WWM
283
Walser Wealth Management
Florida
$530K
CCM
284
CFO Capital Management
Connecticut
$527K
JBA
285
Johnson Bixby & Associates
Washington
$526K
PWA
286
Provenance Wealth Advisors
Florida
$515K
RSWA
287
Robinson Smith Wealth Advisors
Maine
$507K
GC
288
Gilbert & Cook
Iowa
$493K
SG
289
StoneX Group
New York
$480K
MA
290
Mutual Advisors
Nebraska
$480K
EIP
291
Ellis Investment Partners
Pennsylvania
$479K
AM
292
Atwater Malick
Pennsylvania
$470K
RRA
293
Round Rock Advisors
Connecticut
$464K
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K
AA
295
Ancora Advisors
Ohio
$456K
ASN
296
Advisory Services Network
Georgia
$451K
RF
297
Robbins Farley
New Hampshire
$446K
PCIA
298
Prime Capital Investment Advisors
Kansas
$431K
PS
299
Principal Securities
Iowa
$431K
WIM
300
Wiregrass Investment Management
Georgia
$431K