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iShares iBonds Dec 2028 Term Corporate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$7.1M +$705K +27,921 +11%
MA
52
MCF Advisors
Kentucky
$7.03M +$142K +5,616 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.97M +$1.42M +56,290 +26%
FNT
54
First National Trust
Pennsylvania
$6.74M +$1.61M +63,689 +31%
Renaissance Technologies
55
Renaissance Technologies
New York
$6.61M +$5.81M +230,000 +726%
I
56
InvesTrust
Oklahoma
$6.56M +$865K +34,232 +15%
AIA
57
Arcadia Investment Advisors
Idaho
$6.54M +$236K +9,338 +4%
E3F
58
Eight 31 Financial
Texas
$6.01M +$6.01M +237,854 New
SSB
59
Sandy Spring Bank
Maryland
$6.01M +$280K +11,085 +5%
MWM
60
MinichMacGregor Wealth Management
New York
$6M +$435K +17,233 +8%
HA
61
Hamel Associates
New Jersey
$5.99M -$1.76M -69,750 -23%
IA
62
IFP Advisors
Florida
$5.88M +$843K +33,385 +17%
NA
63
NewEdge Advisors
Louisiana
$5.74M -$250K -9,909 -4%
PA
64
Parallel Advisors
California
$5.7M -$268K -10,624 -4%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$5.6M +$630K +24,959 +13%
PWM
66
Praetorian Wealth Management
California
$5.56M +$472K +18,700 +9%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$5.55M +$246K +9,749 +5%
SWMG
68
Signature Wealth Management Group
Georgia
$5.41M +$97.8K +3,872 +2%
HFRG
69
Houlihan Financial Resource Group
Virginia
$5.14M -$96K -3,799 -2%
Jane Street
70
Jane Street
New York
$5.14M +$1.66M +65,656 +48%
AI
71
Atria Investments
North Carolina
$5.1M +$261K +10,351 +5%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$4.83M +$4.65M +183,903 +2,526%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$4.76M +$1.55M +61,383 +48%
CVM
74
Cheviot Value Management
California
$4.75M +$4.75M +188,911 New
KTM
75
Keeler Thomas Management
Utah
$4.74M -$1.48M -58,406 -24%