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iShares iBonds Dec 2028 Term Corporate ETF

404 hedge funds and large institutions have $2.81B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K
VFIC
302
Valley Forge Investment Consultants
Pennsylvania
$337K
CWS
303
Cypress Wealth Services
California
$335K
NL
304
NWAM LLC
Washington
$333K
MC
305
Moors & Cabot
Massachusetts
$333K
CWA
306
Crusonia Wealth Advisors
Colorado
$332K
WIM
307
Wiregrass Investment Management
Georgia
$331K
BCV
308
Banque Cantonale Vaudoise
Switzerland
$329K
SAG
309
SageView Advisory Group
California
$322K
XF
310
XML Financial
Maryland
$320K
FJWM
311
Ferguson Johnson Wealth Management
Maryland
$310K
MIM
312
Moseley Investment Management
Florida
$306K
FAC
313
Financial Advisory Corporation
Michigan
$306K
JAG
314
Journey Advisory Group
Kentucky
$293K
FDCP
315
Foster Dykema Cabot & Partners
Massachusetts
$285K
WSFS
316
Wilmington Savings Fund Society
Delaware
$283K
NDSI
317
Newman Dignan & Sheerar Inc
Rhode Island
$278K
SVWA
318
Sarver Vrooman Wealth Advisors
Missouri
$276K
KWS
319
Keystone Wealth Services
California
$276K
EAM
320
Evanson Asset Management
California
$273K
Fidelity Investments
321
Fidelity Investments
Massachusetts
$273K
VHAM
322
Van Hulzen Asset Management
California
$268K
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$266K
DCM
324
Dudley Capital Management
Virginia
$262K
CA
325
Carson Advisory
Georgia
$261K