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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
BTI
401
Blue Trust Inc
Georgia
$19K +$280 +11 +1%
MCA
402
Maryland Capital Advisors
Maryland
$18.7K
HBW
403
Hazlett, Burt & Watson
West Virginia
$18K +$255 +10 +1%
VWM
404
Venturi Wealth Management
Texas
$16.8K
BFO
405
Biltmore Family Office
North Carolina
$16.5K
AC
406
AlphaCore Capital
California
$15.5K +$15.5K +610 New
MIFH
407
Migdal Insurance & Financial Holdings
Israel
$13K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$12.7K
YDMI
409
Y.D. More Investments
Israel
$12.7K
FPB
410
First PREMIER Bank
South Dakota
$8K
IIM
411
IFC & Insurance Marketing
California
$3K +$2.65K +104 New
MCA
412
McGuire Capital Advisors
Oklahoma
$1.76K +$1.76K +69 New
CIM
413
Confluence Investment Management
Missouri
-$10.2M -399,602 Closed
MGIA
414
Matthew Goff Investment Advisor
Texas
-$3.63M -142,349 Closed
Renaissance Technologies
415
Renaissance Technologies
New York
-$2.91M -114,200 Closed
Corient Private Wealth
416
Corient Private Wealth
Florida
-$2.12M -83,126 Closed
MWM
417
Meridian Wealth Management
Kentucky
-$2.03M -79,707 Closed
Jane Street
418
Jane Street
New York
-$1.99M -78,116 Closed
Kovitz Investment Group Partners
419
Kovitz Investment Group Partners
Illinois
-$1.59M -62,116 Closed
Citadel Advisors
420
Citadel Advisors
Florida
-$1.1M -42,909 Closed
CPRC
421
Consolidated Portfolio Review Corp
New York
-$964K -37,793 Closed
LF
422
Lee Financial
Texas
-$738K -28,900 Closed
SWA
423
Strata Wealth Advisors
Texas
-$373K -14,617 Closed
SSWM
424
Smith Salley Wealth Management
North Carolina
-$327K -12,796 Closed
WA
425
Waterford Advisors
New York
-$246K -9,656 Closed