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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
326
United Community Bank
South Carolina
$20.1K +$20.1K +795 New
AF
327
Advisornet Financial
Minnesota
$19.2K +$152 +6 +0.8%
MCA
328
Maryland Capital Advisors
Maryland
$18.6K +$18.6K +735 New
BTI
329
Blue Trust Inc
Georgia
$18.1K +$126 +5 +0.7%
RF
330
Robbins Farley
New Hampshire
$17.3K -$25.9K -1,026 -60%
BFO
331
Biltmore Family Office
North Carolina
$16.4K – – –
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$15.1K +$101 +4 +0.7%
RF
333
Rossby Financial
Florida
$12.8K +$12.8K +506 New
BCWM
334
Bartlett & Co Wealth Management
Ohio
$12.6K -$2.53K -100 -17%
YDMI
335
Y.D. More Investments
Israel
$12.6K – – –
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$10.4K +$125 +5 +1%
KWM
337
Kiker Wealth Management
Georgia
$8.18K +$8.18K +324 New
FPB
338
First PREMIER Bank
South Dakota
$8K – – –
LCM
339
Logan Capital Management
Pennsylvania
$6.26K – – –
HNB
340
Huntington National Bank
Ohio
$5.48K -$5.4K – –
NWMP
341
Noble Wealth Management PBC
Colorado
$3.16K – – –
MFT
342
Moisand Fitzgerald Tamayo
Florida
$2.65K – – –
BNP Paribas Financial Markets
343
BNP Paribas Financial Markets
France
$1.64K +$1.64K +65 New
JWCA
344
J.W. Cole Advisors
Florida
– -$2.54M -102,143 Closed
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
– -$1.21M -48,601 Closed
FTUS
346
Flow Traders U.S.
New York
– -$1.06M -42,412 Closed
MFG
347
Mendota Financial Group
Wisconsin
– -$658K -26,416 Closed
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
– -$368K -14,774 Closed
SB
349
Strategic Blueprint
Georgia
– -$331K -13,278 Closed
MA
350
MKT Advisors
California
– -$214K -8,561 Closed
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