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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$22.5M +$500K +19,802 +2%
Truist Financial
27
Truist Financial
North Carolina
$21.5M -$213K -8,448 -1%
Stifel Financial
28
Stifel Financial
Missouri
$19.2M +$1.24M +49,166 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$17.6M +$574K +22,731 +3%
MCM
30
MV Capital Management
Maryland
$16.2M +$1.72M +68,028 +12%
US Bancorp
31
US Bancorp
Minnesota
$15.1M +$157K +6,228 +1%
AWM
32
Apollon Wealth Management
South Carolina
$14.6M -$134K -5,300 -0.9%
AF
33
Arrow Financial
New York
$14.3M +$69K +2,731 +0.5%
SCA
34
Snowden Capital Advisors
New York
$12.4M +$597K +23,631 +5%
WCM
35
Windsor Capital Management
Arizona
$11.9M +$311K +12,313 +3%
KAS
36
Kestra Advisory Services
Texas
$11.7M +$369K +14,605 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$11.5M +$1.53M +60,729 +15%
BEI
38
Benjamin Edwards Inc
Missouri
$10.5M +$616K +24,399 +6%
SWP
39
Stratos Wealth Partners
Ohio
$10.4M +$8.7M +344,424 +501%
GT
40
Glenview Trust
Kentucky
$10.3M +$862K +34,139 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$9.39M +$9.39M +371,636 New
CFS
42
Commonwealth Financial Services
West Virginia
$9.32M -$27.2K -1,076 -0.3%
PA
43
Probity Advisors
Texas
$9.23M +$370K +14,661 +4%
PWS
44
Peloton Wealth Strategists
Indiana
$9.16M +$1.1M +43,520 +14%
ST
45
Spinnaker Trust
Maine
$9.01M +$1.47M +58,220 +19%
LWM
46
Lyell Wealth Management
California
$8.96M +$599K +23,720 +7%
CTC
47
Central Trust Company
Missouri
$8.44M +$299K +11,849 +4%
MFIM
48
Mesirow Financial Investment Management
Illinois
$8.08M +$1.48M +58,761 +23%
ACM
49
Advisors Capital Management
New Jersey
$7.51M +$77.8K +3,079 +1%
PPWM
50
PFG Private Wealth Management
Florida
$7.45M +$79.5K +3,147 +1%
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