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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

356 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 185 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
356
Holders Change
+15
Holders Change %
+4.4%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
185
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
GRP
3
Global Retirement Partners
California
$12.6M
4
FIBOI
4
First International Bank of Israel
$10.5M
5
HCM
5
Hengehold Capital Management
Ohio
$33.8M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.3K
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WCP
5
Wick Capital Partners
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$24.3M 956,237 +584,601 +157%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$23.5M 923,155 +22,804 +3%
Truist Financial
28
Truist Financial
North Carolina
$21.8M 856,628 +4,147 +0.5%
Stifel Financial
29
Stifel Financial
Missouri
$20.3M 799,940 +41,100 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$18M 708,935 +12,551 +2%
MCM
31
MV Capital Management
Maryland
$16.6M 651,849 +11,451 +2%
US Bancorp
32
US Bancorp
Minnesota
$15.6M 611,726 +13,118 +2%
AWM
33
Apollon Wealth Management
South Carolina
$14.8M 582,469 +4,811 +0.8%
AF
34
Arrow Financial
New York
$14.2M 557,751 -8,716 -2%
KAS
35
Kestra Advisory Services
Texas
$14.1M 553,279 +91,852 +20%
BEI
36
Benjamin Edwards Inc
Missouri
$12.9M 506,366 +92,546 +22%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$12.8M 504,847 +47,793 +10%
GRP
38
Global Retirement Partners
California
$12.6M 497,196 +497,196 New
SCA
39
Snowden Capital Advisors
New York
$12.5M 489,815 -465 -0.1%
GT
40
Glenview Trust
Kentucky
$12.2M 479,654 +70,418 +17%
WCM
41
Windsor Capital Management
Arizona
$11.9M 469,153 -1,438 -0.3%
FIBOI
42
First International Bank of Israel
$10.5M 412,682 +412,682 New
SWP
43
Stratos Wealth Partners
Ohio
$10.1M 397,397 -15,734 -4%
PA
44
Probity Advisors
Texas
$9.65M 379,589 +14,074 +4%
ST
45
Spinnaker Trust
Maine
$9.53M 375,003 +18,128 +5%
CFS
46
Commonwealth Financial Services
West Virginia
$9.53M 374,757 +5,944 +2%
LWM
47
Lyell Wealth Management
California
$9.5M 373,853 +19,115 +5%
PWS
48
Peloton Wealth Strategists
Indiana
$9.23M 363,094 +400 +0.1%
CTC
49
Central Trust Company
Missouri
$8.74M 343,754 +9,491 +3%
MFIM
50
Mesirow Financial Investment Management
Illinois
$8.42M 331,426 +11,647 +4%
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