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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 %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$7.96M 313,069 +37,177 +13%
PPWM
52
PFG Private Wealth Management
Florida
$7.59M 298,661 +3,614 +1%
FNT
53
First National Trust
Pennsylvania
$7.51M 295,536 +28,807 +11%
BPA
54
Beacon Pointe Advisors
California
$7.13M 280,485 -660 -0.2%
MA
55
MCF Advisors
Kentucky
$7.04M 277,076 -1,201 -0.4%
I
56
InvesTrust
Oklahoma
$6.67M 262,435 +2,674 +1%
AIA
57
Arcadia Investment Advisors
Idaho
$6.51M 256,019 -2,831 -1%
PA
58
Parallel Advisors
California
$6.23M 245,228 +19,574 +9%
E3F
59
Eight 31 Financial
Texas
$6.2M 243,926 +6,072 +3%
AUB
60
Atlantic Union Bankshares
Virginia
$6.05M 237,870 +237,870 New
MWM
61
MinichMacGregor Wealth Management
New York
$5.97M 234,939 -2,542 -1%
IA
62
IFP Advisors
Florida
$5.89M 231,785 -898 -0.4%
HA
63
Hamel Associates
New Jersey
$5.88M 231,445 -5,540 -2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5.81M 228,435 +6,811 +3%
PWM
65
Praetorian Wealth Management
California
$5.78M 227,219 +7,083 +3%
EWA
66
EP Wealth Advisors
California
$5.58M 219,609 +54,572 +33%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$5.55M 218,398 -1,328 -0.6%
SWMG
68
Signature Wealth Management Group
Georgia
$5.52M 217,327 +3,153 +1%
IWC
69
Integrated Wealth Concepts
Massachusetts
$5.51M 216,784 +40,066 +23%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$5.25M 206,648 +18,020 +10%
CVM
71
Cheviot Value Management
California
$5.23M 205,942 +17,031 +9%
NA
72
NewEdge Advisors
Louisiana
$5.21M 204,764 -22,542 -10%
HFRG
73
Houlihan Financial Resource Group
Virginia
$5.2M 204,720 +1,353 +0.7%
AI
74
Atria Investments
North Carolina
$5.19M 204,088 +2,044 +1%
SG
75
Strid Group
Pennsylvania
$5.13M 201,633 +80,243 +66%
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