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iShares iBonds Dec 2028 Term Corporate ETF

360 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 189 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
51
PFG Private Wealth Management
Florida
$7.59M
FNT
52
First National Trust
Pennsylvania
$7.51M
BPA
53
Beacon Pointe Advisors
California
$7.13M
MA
54
MCF Advisors
Kentucky
$7.04M
I
55
InvesTrust
Oklahoma
$6.67M
AIA
56
Arcadia Investment Advisors
Idaho
$6.51M
PA
57
Parallel Advisors
California
$6.23M
E3F
58
Eight 31 Financial
Texas
$6.2M
AUB
59
Atlantic Union Bankshares
Virginia
$6.05M
MWM
60
MinichMacGregor Wealth Management
New York
$5.97M
IA
61
IFP Advisors
Florida
$5.89M
HA
62
Hamel Associates
New Jersey
$5.88M
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$5.81M
PWM
64
Praetorian Wealth Management
California
$5.78M
EWA
65
EP Wealth Advisors
California
$5.58M
CTWM
66
Cherry Tree Wealth Management
Minnesota
$5.55M
SWMG
67
Signature Wealth Management Group
Georgia
$5.52M
IWC
68
Integrated Wealth Concepts
Massachusetts
$5.51M
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$5.25M
CVM
70
Cheviot Value Management
California
$5.23M
NA
71
NewEdge Advisors
Louisiana
$5.21M
HFRG
72
Houlihan Financial Resource Group
Virginia
$5.2M
AI
73
Atria Investments
North Carolina
$5.19M
SG
74
Strid Group
Pennsylvania
$5.13M
CWM
75
Centricity Wealth Management
Ohio
$4.98M