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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

357 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
186
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
Citadel Advisors
Florida
$24.3M
3
HCM
Hengehold Capital Management
Ohio
$33.8M
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$66.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.3K
4
WC
Wolfstich Capital
Massachusetts
$0
5
WCP
Wick Capital Partners
Pennsylvania
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
301
Empower Advisory Group
Colorado
$201K +$201K +7,891 New
PFM
302
Phillips Financial Management
Indiana
$191K – – –
HI
303
Harbour Investments
Wisconsin
$180K +$57.5K +2,261 +47%
HBT
304
Hills Bank & Trust
Iowa
$164K – – –
WSFS
305
Wilmington Savings Fund Society
Delaware
$160K – – –
PTC
306
Private Trust Company
Ohio
$160K +$6K +236 +4%
HC
307
Hurley Capital
New York
$157K +$203 +8 +0.1%
OHWP
308
Oak Harbor Wealth Partners
North Carolina
$138K – – –
BWL
309
Bogart Wealth LLC
Virginia
$138K +$1.04K +41 +0.8%
KHC
310
Koesten Hirschmann & Crabtree
Kansas
$131K – – –
MIM
311
MTM Investment Management
South Carolina
$126K +$126K +4,963 New
AA
312
Addison Advisors
Vermont
$119K -$101K -3,970 -46%
RF
313
Robbins Farley
New Hampshire
$118K +$101K +3,960 +579%
TRCT
314
Tower Research Capital (TRC)
New York
$115K +$7.04K +277 +7%
TC
315
Trust Company
Kansas
$102K +$25.2K +992 +33%
BOJHT
316
Bank of Jackson Hole Trust
Wyoming
$97.9K +$23.7K +932 +32%
HWA
317
HHM Wealth Advisors
Tennessee
$91.5K – – –
KOCAA
318
Knights of Columbus Asset Advisors
Connecticut
$73.2K – – –
ADL
319
Asset Dedication LLC
California
$66.7K -$763 -30 -1%
ME
320
McIlrath & Eck
Washington
$61K +$61K +2,401 New
CT
321
Coastline Trust
Rhode Island
$60.9K +$30.1K +1,186 +98%
AGWCA
322
Annis Gardner Whiting Capital Advisors
Florida
$60.9K +$25.3K +995 +71%
UCB
323
United Community Bank
South Carolina
$59.6K +$39.4K +1,548 +195%
FFA
324
Farther Finance Advisors
California
$56.9K -$6.13K -241 -10%
BF
325
BOK Financial
Oklahoma
$51.1K +$51.1K +2,012 New
11 12
13
14 15