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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waterford Advisors
New York
$246K +$245K +9,656 New
SAM
302
Summit Asset Management
Tennessee
$246K +$245K +9,629 New
GCA
303
Gradient Capital Advisors
California
$243K
DWM
304
Dakota Wealth Management
Florida
$240K -$25.4K -1,000 -10%
MWA
305
Midland Wealth Advisors
Illinois
$236K +$29K +1,141 +14%
AMM
306
American Money Management
California
$231K
SVWA
307
Sarver Vrooman Wealth Advisors
Missouri
$229K +$11.8K +464 +5%
S
308
SignatureFD
Georgia
$225K +$184K +7,244 +455%
NEPWA
309
New England Private Wealth Advisors
Massachusetts
$222K +$1.65K +65 +0.8%
WANY
310
Wealthspire Advisors (New York)
New York
$220K
PWA
311
Physician Wealth Advisors
Utah
$220K +$1.88K +74 +0.9%
KOMWMG
312
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$220K +$2.34K +92 +1%
HI
313
Harbour Investments
Wisconsin
$213K +$31.8K +1,253 +18%
VHAM
314
Van Hulzen Asset Management
California
$211K +$210K +8,267 New
CHA
315
Cooper/Haims Advisors
New York
$210K
RF
316
Robbins Farley
New Hampshire
$209K +$89.7K +3,530 +76%
SAG
317
SageView Advisory Group
California
$208K +$207K +8,151 New
TSS
318
Two Sigma Securities
New York
$208K +$207K +8,147 New
SC
319
Scotia Capital
Ontario, Canada
$207K
XF
320
XML Financial
Maryland
$206K +$205K +8,057 New
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$206K +$205K +8,055 New
AA
322
Alesco Advisors
New York
$204K
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K
CAM
324
Creekmur Asset Management
Illinois
$203K
Empower Advisory Group
325
Empower Advisory Group
Colorado
$201K