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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.98%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$22.5M +$2.07M +81,475 +10%
Truist Financial
27
Truist Financial
North Carolina
$21.6M -$223K -8,792 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$21.1M +$3M +118,187 +17%
SF
29
Summit Financial
New Jersey
$19.9M +$19.8M +779,796 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$18.9M +$5.98M +235,224 +47%
MCM
31
MV Capital Management
Maryland
$17.7M +$1.09M +42,864 +7%
BEI
32
Benjamin Edwards Inc
Missouri
$16.3M +$3.33M +131,024 +26%
AWM
33
Apollon Wealth Management
South Carolina
$15.1M +$228K +8,953 +2%
US Bancorp
34
US Bancorp
Minnesota
$14.7M -$905K -35,589 -6%
KAS
35
Kestra Advisory Services
Texas
$14.6M +$455K +17,901 +3%
GRP
36
Global Retirement Partners
California
$14.3M +$1.61M +63,345 +13%
AF
37
Arrow Financial
New York
$13.9M -$338K -13,280 -2%
GT
38
Glenview Trust
Kentucky
$13M +$743K +29,214 +6%
SCA
39
Snowden Capital Advisors
New York
$12.6M +$94.6K +3,723 +0.8%
WCM
40
Windsor Capital Management
Arizona
$12.3M +$361K +14,193 +3%
ST
41
Spinnaker Trust
Maine
$10.9M +$1.36M +53,703 +14%
FIBOI
42
First International Bank of Israel
$10.5M -$75.4K -2,965 -0.7%
LWM
43
Lyell Wealth Management
California
$10.3M +$750K +29,512 +8%
CIM
44
Confluence Investment Management
Missouri
$10.2M +$10.2M +399,602 New
R
45
Rebalance
California
$10.1M +$5.72M +224,974 +133%
PA
46
Probity Advisors
Texas
$10M +$349K +13,721 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9.88M +$1.88M +74,156 +24%
CFS
48
Commonwealth Financial Services
West Virginia
$9.87M +$302K +11,875 +3%
SWP
49
Stratos Wealth Partners
Ohio
$9.85M -$286K -11,271 -3%
CTC
50
Central Trust Company
Missouri
$9.42M +$641K +25,215 +7%