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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
Bessemer Group
351
Bessemer Group
New Jersey
$235K +$236K +9,278 New
SWM
352
Spire Wealth Management
Virginia
$234K +$211K +8,314 +882%
NDSI
353
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$42.6K -1,675 -15%
TPI
354
Trust Point Inc
Wisconsin
$233K +$234K +9,193 New
CAG
355
Csenge Advisory Group
Florida
$227K +$228K +8,968 New
AFP
356
Arnold Financial Planning
Iowa
$226K +$227K +8,910 New
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$226K +$1.65K +65 +0.7%
MWM
358
Maridea Wealth Management
New York
$223K -$6.82K -268 -3%
PWA
359
Physician Wealth Advisors
Utah
$222K +$1.22K +48 +0.5%
MFA
360
Mayflower Financial Advisors
Massachusetts
$222K
HSG
361
Helen Stephens Group
Texas
$220K +$221K +8,695 New
WANY
362
Wealthspire Advisors (New York)
New York
$219K
ACA
363
Anchor Capital Advisors
Massachusetts
$218K +$219K +8,604 New
CHA
364
Cooper/Haims Advisors
New York
$208K
CL
365
Choreo LLC
Illinois
$208K +$209K +8,208 New
SC
366
Scotia Capital
Ontario, Canada
$205K
AA
367
Alesco Advisors
New York
$203K
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K
BWL
369
Bogart Wealth LLC
Virginia
$202K +$64.8K +2,549 +47%
KAS
370
KPP Advisory Services
Kentucky
$202K +$203K +7,970 New
Fidelity Investments
371
Fidelity Investments
Massachusetts
$193K -$79.2K -3,113 -29%
PFM
372
Phillips Financial Management
Indiana
$191K
ME
373
McIlrath & Eck
Washington
$165K +$1.2K +47 +0.7%
PTC
374
Private Trust Company
Ohio
$157K -$636 -25 -0.4%
OHWP
375
Oak Harbor Wealth Partners
North Carolina
$150K +$115K +4,521 +320%