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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$26.1M +$5.06M +198,563 +24%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$25.3M +$990K +38,869 +4%
Stifel Financial
28
Stifel Financial
Missouri
$24.4M +$1.95M +76,378 +9%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$22.1M +$3.29M +129,204 +17%
Truist Financial
30
Truist Financial
North Carolina
$21.8M +$240K +9,402 +1%
NA
31
NewEdge Advisors
Louisiana
$19.1M +$14.1M +552,205 +278%
R
32
Rebalance
California
$18.7M +$8.66M +340,113 +86%
MCM
33
MV Capital Management
Maryland
$18.6M +$915K +35,914 +5%
SAM
34
Summit Asset Management
Tennessee
$18.5M +$18.3M +719,036 +7,467%
KAS
35
Kestra Advisory Services
Texas
$17.3M +$2.74M +107,576 +19%
BEI
36
Benjamin Edwards Inc
Missouri
$17.2M +$977K +38,370 +6%
US Bancorp
37
US Bancorp
Minnesota
$16.5M +$1.87M +73,334 +13%
AWM
38
Apollon Wealth Management
South Carolina
$16.1M +$1M +39,398 +7%
GRP
39
Global Retirement Partners
California
$15.7M +$1.41M +55,450 +10%
AF
40
Arrow Financial
New York
$14.3M +$474K +18,609 +3%
SA
41
Sanctuary Advisors
Indiana
$13.9M +$5.55M +217,691 +66%
GT
42
Glenview Trust
Kentucky
$13.7M +$758K +29,760 +6%
SF
43
Summit Financial
New Jersey
$13.4M -$6.41M -251,445 -32%
SCA
44
Snowden Capital Advisors
New York
$12.9M +$299K +11,749 +2%
ST
45
Spinnaker Trust
Maine
$12.5M +$1.54M +60,557 +14%
CTC
46
Central Trust Company
Missouri
$12.4M +$3.05M +119,550 +32%
WCM
47
Windsor Capital Management
Arizona
$12.3M -$27.5K -1,079 -0.2%
LWM
48
Lyell Wealth Management
California
$12.2M +$1.93M +75,950 +19%
FNT
49
First National Trust
Pennsylvania
$11.6M +$2.21M +86,845 +24%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$1.63M +64,106 +17%