We are live on ! Find out more
IBDT icon

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
PWA
351
Physician Wealth Advisors
Utah
$222K +$2.57K +101 +1%
WANY
352
Wealthspire Advisors (New York)
New York
$220K
PHIC
353
Pine Haven Investment Counsel
Massachusetts
$210K +$210K +8,250 New
CHA
354
Cooper/Haims Advisors
New York
$209K
SC
355
Scotia Capital
Ontario, Canada
$206K
HI
356
Harbour Investments
Wisconsin
$206K -$6.39K -251 -3%
FIA
357
Foundations Investment Advisors
Arizona
$204K +$205K +8,033 New
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K
AA
359
Alesco Advisors
New York
$204K
Empower Advisory Group
360
Empower Advisory Group
Colorado
$201K
RIS
361
Retirement Income Solutions
Michigan
$200K +$200K +7,858 New
PFM
362
Phillips Financial Management
Indiana
$191K
ME
363
McIlrath & Eck
Washington
$165K +$103K +4,040 +166%
HBT
364
Hills Bank & Trust
Iowa
$164K
PTC
365
Private Trust Company
Ohio
$158K -$1.94K -76 -1%
BWL
366
Bogart Wealth LLC
Virginia
$138K +$76 +3 +0.1%
FHA
367
Flagship Harbor Advisors
Massachusetts
$131K +$131K +5,145 New
AA
368
Addison Advisors
Vermont
$118K
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$118K +$108K +4,223 +991%
GI
370
GAMMA Investing
California
$118K +$6.5K +255 +6%
BF
371
BOK Financial
Oklahoma
$108K +$108K +4,237 New
CB
372
CNB Bank
Pennsylvania
$98.5K +$84.2K +3,306 +586%
HWA
373
HHM Wealth Advisors
Tennessee
$91.6K
HA
374
Hyposwiss Advisors
$89K +$89K +3,495 New
AWM
375
AE Wealth Management
Kansas
$86.4K +$86.4K +3,393 New