We are live on ! Find out more
IBDT icon

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

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.18%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Clearstead Trust
Maine
$430K
HBT
302
Hills Bank & Trust
Iowa
$428K +$265K +10,421 +161%
BFP
303
Beacon Financial Planning
Massachusetts
$422K +$193K +7,577 +83%
SQA
304
Simon Quick Advisors
New Jersey
$414K
BCPWM
305
Bradley & Co Private Wealth Management
Florida
$409K
SPIA
306
Steward Partners Investment Advisory
New York
$404K -$73K -2,870 -15%
HC
307
Hurley Capital
New York
$395K +$1.88K +74 +0.5%
MC
308
Moors & Cabot
Massachusetts
$389K +$58.4K +2,298 +18%
SFB
309
STAR Financial Bank
Indiana
$388K -$1.07M -42,033 -73%
AMM
310
American Money Management
California
$383K -$1.48K -58 -0.4%
LNB
311
Ledyard National Bank
$378K -$7.15K -281 -2%
PIMG
312
Patriot Investment Management Group
Tennessee
$357K
BONH
313
Bank of New Hampshire
New Hampshire
$351K -$6.36K -250 -2%
1WM
314
1900 Wealth Management
Texas
$350K -$194K -7,624 -36%
XF
315
XML Financial
Maryland
$349K +$30.2K +1,188 +9%
CWA
316
Crusonia Wealth Advisors
Colorado
$346K +$15.5K +609 +5%
NGA
317
Naples Global Advisors
Florida
$342K -$3.69K -145 -1%
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$336K
FFG
319
Fortune Financial Group
Florida
$334K +$335K +13,188 New
CWS
320
Cypress Wealth Services
California
$334K
STA
321
Summit Trail Advisors
New York
$324K +$325K +12,800 New
MIM
322
Moseley Investment Management
Florida
$319K +$15K +591 +5%
FF
323
Farnam Financial
Arizona
$315K +$316K +12,431 New
FJWM
324
Ferguson Johnson Wealth Management
Maryland
$309K
NL
325
NWAM LLC
Washington
$308K -$22.4K -882 -7%