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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
FAC
326
Financial Advisory Corporation
Michigan
$306K +$2.24K +88 +0.7%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$301K +$69.1K +2,716 +30%
SVWA
328
Sarver Vrooman Wealth Advisors
Missouri
$295K +$21K +827 +8%
JAG
329
Journey Advisory Group
Kentucky
$291K
SL
330
Sentinus LLC
Illinois
$289K +$290K +11,390 New
FDCP
331
Foster Dykema Cabot & Partners
Massachusetts
$284K
WSFS
332
Wilmington Savings Fund Society
Delaware
$281K
WA
333
Waverly Advisors
Alabama
$281K +$282K +11,096 New
WCM
334
Whitener Capital Management
North Carolina
$274K +$50.9K +2,000 +23%
KWS
335
Keystone Wealth Services
California
$272K -$2.67K -105 -1%
MWM
336
Meridian Wealth Management
Kentucky
$269K +$270K +10,600 New
HI
337
Harbour Investments
Wisconsin
$262K +$57.2K +2,249 +28%
DCM
338
Dudley Capital Management
Virginia
$261K
CA
339
Carson Advisory
Georgia
$260K
HFA
340
Highland Financial Advisors
New Jersey
$257K
AWA
341
Arkadios Wealth Advisors
Georgia
$257K +$258K +10,151 New
EWP
342
Evergreen Wealth Partners
Montana
$253K -$1.48K -58 -0.6%
MW
343
Maia Wealth
Colorado
$248K +$51 +2 +0%
NLWP
344
Next Level Wealth Planning
Idaho
$246K +$247K +9,719 New
SI
345
Seeds Investor
New York
$245K +$246K +9,679 New
MWA
346
Midland Wealth Advisors
Illinois
$244K +$9.89K +389 +4%
GCA
347
Gradient Capital Advisors
California
$241K
RSWM
348
Robertson Stephens Wealth Management
California
$241K +$25 +1 +0%
ATPW
349
Ashton Thomas Private Wealth
Arizona
$237K +$12.6K +494 +6%
PHIC
350
Pine Haven Investment Counsel
Massachusetts
$237K +$28K +1,100 +13%