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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
EAM
326
Evanson Asset Management
California
$273K +$17.9K +704 +7%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$273K +$273K +10,721 New
VHAM
328
Van Hulzen Asset Management
California
$268K +$57.6K +2,262 +27%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$266K +$113K +4,448 +74%
DCM
330
Dudley Capital Management
Virginia
$262K +$262K +10,300 New
CA
331
Carson Advisory
Georgia
$261K +$261K +10,265 New
JESC
332
J.E. Simmons & Co
Texas
$261K +$261K +10,262 New
HFA
333
Highland Financial Advisors
New Jersey
$259K
EWP
334
Evergreen Wealth Partners
Montana
$256K +$256K +10,047 New
NA
335
Nestegg Advisors
New York
$252K -$96.1K -3,771 -28%
MW
336
Maia Wealth
Colorado
$250K -$9.83K -386 -4%
GCA
337
Gradient Capital Advisors
California
$243K
RSWM
338
Robertson Stephens Wealth Management
California
$242K -$7.41K -291 -3%
AWE
339
Avidian Wealth Enterprises
Texas
$240K -$8.81K -346 -4%
MWA
340
Midland Wealth Advisors
Illinois
$235K
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$233K +$27.9K +1,094 +14%
AO
342
Advisor OS
Illinois
$233K +$233K +9,149 New
BFP
343
Beacon Financial Planning
Massachusetts
$231K +$231K +9,086 New
MWM
344
Maridea Wealth Management
New York
$231K +$231K +9,072 New
S
345
SignatureFD
Georgia
$230K +$5.27K +207 +2%
DWM
346
Dakota Wealth Management
Florida
$229K -$10.2K -400 -4%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$226K +$226K +8,878 New
NEPWA
348
New England Private Wealth Advisors
Massachusetts
$225K +$3.41K +134 +2%
WCM
349
Whitener Capital Management
North Carolina
$224K +$224K +8,800 New
MFA
350
Mayflower Financial Advisors
Massachusetts
$223K +$224K +8,776 New