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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
Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
Bessemer Group
351
Bessemer Group
New Jersey
$235K
SWM
352
Spire Wealth Management
Virginia
$234K
NDSI
353
Newman Dignan & Sheerar Inc
Rhode Island
$234K
TPI
354
Trust Point Inc
Wisconsin
$233K
CAG
355
Csenge Advisory Group
Florida
$227K
AFP
356
Arnold Financial Planning
Iowa
$226K
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$226K
MWM
358
Maridea Wealth Management
New York
$223K
PWA
359
Physician Wealth Advisors
Utah
$222K
MFA
360
Mayflower Financial Advisors
Massachusetts
$222K
HSG
361
Helen Stephens Group
Texas
$220K
WANY
362
Wealthspire Advisors (New York)
New York
$219K
ACA
363
Anchor Capital Advisors
Massachusetts
$218K
CHA
364
Cooper/Haims Advisors
New York
$208K
CL
365
Choreo LLC
Illinois
$208K
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
KAS
370
KPP Advisory Services
Kentucky
$202K
Fidelity Investments
371
Fidelity Investments
Massachusetts
$193K
PFM
372
Phillips Financial Management
Indiana
$191K
ME
373
McIlrath & Eck
Washington
$165K
PTC
374
Private Trust Company
Ohio
$157K
OHWP
375
Oak Harbor Wealth Partners
North Carolina
$150K