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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 %
S
326
Sachetta
Massachusetts
$50.8K – – –
PB
327
Pinnacle Bancorp
Nebraska
$50.8K – – –
LB
328
Legacy Bridge
Iowa
$48.3K – – –
GIA
329
GHP Investment Advisors
Colorado
$40.9K – – –
FRA
330
Front Row Advisors
California
$40.7K – – –
S
331
SignatureFD
Georgia
$40.4K – – –
AC
332
AlphaCore Capital
California
$36.4K – – –
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$36.1K +$36.1K +1,419 New
JPMorgan Chase & Co
334
JPMorgan Chase & Co
New York
$34.3K -$4.83M -189,833 -99%
SC
335
Stephens Consulting
Michigan
$33.3K – – –
HWM
336
Hemington Wealth Management
Virginia
$33K – – –
William Blair & Company
337
William Blair & Company
Illinois
$30.7K – – –
EB
338
Eastern Bank
Massachusetts
$30.4K +$8.9K +350 +41%
PP
339
Pacifica Partners
Canada
$20.5K +$20.5K +807 New
CT
340
Colonial Trust
South Carolina
$20.3K – – –
AF
341
Advisornet Financial
Minnesota
$19.5K +$229 +9 +1%
MCA
342
Maryland Capital Advisors
Maryland
$18.7K – – –
BTI
343
Blue Trust Inc
Georgia
$18.5K +$229 +9 +1%
BFO
344
Biltmore Family Office
North Carolina
$16.5K – – –
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$15.4K +$152 +6 +1%
ACA
346
Aptus Capital Advisors
Alabama
$15.2K -$59.3M -2,333,619 -100%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$13K -$53K -2,040 -80%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$12.7K – – –
YDMI
349
Y.D. More Investments
Israel
$12.7K – – –
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$10.7K +$76 +3 +0.7%
11 12 13
14
15