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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
51
First National Trust
Pennsylvania
$12.6M +$1.1M +43,260 +10%
LWM
52
Lyell Wealth Management
California
$12.4M +$276K +10,863 +2%
SWP
53
Stratos Wealth Partners
Ohio
$12.4M +$1.06M +41,842 +9%
CFS
54
Commonwealth Financial Services
West Virginia
$11M +$767K +30,175 +7%
FIBOI
55
First International Bank of Israel
$10.2M -$244K -9,582 -2%
PWS
56
Peloton Wealth Strategists
Indiana
$10.1M +$219K +8,628 +2%
SG
57
Strid Group
Pennsylvania
$9.75M +$2.22M +87,309 +29%
BPA
58
Beacon Pointe Advisors
California
$9.21M +$1.35M +52,992 +17%
NG
59
Northstar Group
New York
$8.97M +$946K +37,197 +12%
AF
60
Allworth Financial
California
$8.85M +$289K +11,350 +3%
AIA
61
Arcadia Investment Advisors
Idaho
$8.7M +$511K +20,107 +6%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$8.59M +$2.71M +106,755 +46%
PPWM
63
PFG Private Wealth Management
Florida
$8.44M +$345K +13,553 +4%
AI
64
Atria Investments
North Carolina
$8.43M +$370K +14,558 +5%
I
65
InvesTrust
Oklahoma
$7.97M +$227K +8,944 +3%
E3F
66
Eight 31 Financial
Texas
$7.95M -$193K -7,581 -2%
PA
67
Parallel Advisors
California
$7.72M +$366K +14,400 +5%
IA
68
IFP Advisors
Florida
$7.71M +$1.47M +57,788 +23%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$7.38M +$4.35M +171,190 +142%
MFG
70
Merit Financial Group
Georgia
$7.27M +$1.71M +67,182 +31%
Citadel Advisors
71
Citadel Advisors
Florida
$6.94M +$6.97M +274,028 New
PWM
72
Praetorian Wealth Management
California
$6.87M +$434K +17,083 +7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$6.84M +$1.37M +54,011 +25%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$6.76M +$499K +19,639 +8%
MMA
75
Miracle Mile Advisors
California
$6.71M +$1.15M +45,210 +21%