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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
301
First Manhattan
New York
$368K +$368K +14,454 New
BONH
302
Bank of New Hampshire
New Hampshire
$359K
PIMG
303
Patriot Investment Management Group
Tennessee
$358K +$10.1K +395 +3%
NGA
304
Naples Global Advisors
Florida
$347K +$101K +3,950 +41%
WWM
305
WJ Wealth Management
Arizona
$346K +$5.09K +200 +1%
WJA
306
Willis Johnson & Associates
Texas
$345K
PJSIMP
307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$25K +982 +8%
VFIC
308
Valley Forge Investment Consultants
Pennsylvania
$337K +$3.82K +150 +1%
CWS
309
Cypress Wealth Services
California
$335K
NL
310
NWAM LLC
Washington
$333K +$2.57K +101 +0.8%
MC
311
Moors & Cabot
Massachusetts
$333K +$73.5K +2,885 +28%
CWA
312
Crusonia Wealth Advisors
Colorado
$332K +$332K +13,046 New
WIM
313
Wiregrass Investment Management
Georgia
$331K +$331K +13,000 New
BCV
314
Banque Cantonale Vaudoise
Switzerland
$329K -$19.8K -779 -6%
SAG
315
SageView Advisory Group
California
$322K +$115K +4,503 +55%
XF
316
XML Financial
Maryland
$320K +$115K +4,520 +56%
FJWM
317
Ferguson Johnson Wealth Management
Maryland
$310K +$311K +12,210 New
MIM
318
Moseley Investment Management
Florida
$306K +$20K +784 +7%
FAC
319
Financial Advisory Corporation
Michigan
$306K +$5.76K +226 +2%
JAG
320
Journey Advisory Group
Kentucky
$293K
FDCP
321
Foster Dykema Cabot & Partners
Massachusetts
$285K
WSFS
322
Wilmington Savings Fund Society
Delaware
$283K +$206K +8,100 +270%
NDSI
323
Newman Dignan & Sheerar Inc
Rhode Island
$278K +$21.6K +849 +8%
SVWA
324
Sarver Vrooman Wealth Advisors
Missouri
$276K +$47.6K +1,869 +21%
KWS
325
Keystone Wealth Services
California
$276K -$12.6K -496 -4%