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iShares iBonds Dec 2028 Term Corporate ETF

410 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 59 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Physician Wealth Advisors
Utah
$222K
WANY
352
Wealthspire Advisors (New York)
New York
$220K
PHIC
353
Pine Haven Investment Counsel
Massachusetts
$210K
CHA
354
Cooper/Haims Advisors
New York
$209K
SC
355
Scotia Capital
Ontario, Canada
$206K
HI
356
Harbour Investments
Wisconsin
$206K
FIA
357
Foundations Investment Advisors
Arizona
$204K
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
PFM
362
Phillips Financial Management
Indiana
$191K
ME
363
McIlrath & Eck
Washington
$165K
HBT
364
Hills Bank & Trust
Iowa
$164K
PTC
365
Private Trust Company
Ohio
$158K
BWL
366
Bogart Wealth LLC
Virginia
$138K
FHA
367
Flagship Harbor Advisors
Massachusetts
$131K
AA
368
Addison Advisors
Vermont
$118K
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$118K
GI
370
GAMMA Investing
California
$118K
BF
371
BOK Financial
Oklahoma
$108K
CB
372
CNB Bank
Pennsylvania
$98.5K
HWA
373
HHM Wealth Advisors
Tennessee
$91.6K
HA
374
Hyposwiss Advisors
$89K
AWM
375
AE Wealth Management
Kansas
$86.4K