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iShares iBonds Dec 2028 Term Corporate ETF

357 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, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
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
186
Reduced
73
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$7.96M +$945K +37,177 +13%
PPWM
52
PFG Private Wealth Management
Florida
$7.59M +$91.9K +3,614 +1%
FNT
53
First National Trust
Pennsylvania
$7.51M +$732K +28,807 +11%
BPA
54
Beacon Pointe Advisors
California
$7.13M -$16.8K -660 -0.2%
MA
55
MCF Advisors
Kentucky
$7.04M -$30.5K -1,201 -0.4%
I
56
InvesTrust
Oklahoma
$6.67M +$68K +2,674 +1%
AIA
57
Arcadia Investment Advisors
Idaho
$6.51M -$72K -2,831 -1%
PA
58
Parallel Advisors
California
$6.23M +$498K +19,574 +9%
E3F
59
Eight 31 Financial
Texas
$6.2M +$154K +6,072 +3%
AUB
60
Atlantic Union Bankshares
Virginia
$6.05M +$6.05M +237,870 New
MWM
61
MinichMacGregor Wealth Management
New York
$5.97M -$64.6K -2,542 -1%
IA
62
IFP Advisors
Florida
$5.89M -$22.8K -898 -0.4%
HA
63
Hamel Associates
New Jersey
$5.88M -$141K -5,540 -2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5.81M +$173K +6,811 +3%
PWM
65
Praetorian Wealth Management
California
$5.78M +$180K +7,083 +3%
EWA
66
EP Wealth Advisors
California
$5.58M +$1.39M +54,572 +33%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$5.55M -$33.8K -1,328 -0.6%
SWMG
68
Signature Wealth Management Group
Georgia
$5.52M +$80.1K +3,153 +1%
IWC
69
Integrated Wealth Concepts
Massachusetts
$5.51M +$1.02M +40,066 +23%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$5.25M +$458K +18,020 +10%
CVM
71
Cheviot Value Management
California
$5.23M +$432K +17,031 +9%
NA
72
NewEdge Advisors
Louisiana
$5.21M -$573K -22,542 -10%
HFRG
73
Houlihan Financial Resource Group
Virginia
$5.2M +$34.3K +1,353 +0.7%
AI
74
Atria Investments
North Carolina
$5.19M +$52K +2,044 +1%
SG
75
Strid Group
Pennsylvania
$5.13M +$2.04M +80,243 +66%