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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.98%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
51
First National Trust
Pennsylvania
$9.39M +$1.84M +72,228 +24%
PWS
52
Peloton Wealth Strategists
Indiana
$9.31M +$47.4K +1,866 +0.5%
NG
53
Novem Group
New York
$9.21M +$9.17M +360,820 New
MFIM
54
Mesirow Financial Investment Management
Illinois
$8.71M +$250K +9,828 +3%
SA
55
Sanctuary Advisors
Indiana
$8.39M +$537K +21,112 +7%
I
56
InvesTrust
Oklahoma
$7.72M +$1.02M +40,072 +15%
E3F
57
Eight 31 Financial
Texas
$7.64M +$1.41M +55,296 +23%
BPA
58
Beacon Pointe Advisors
California
$7.38M +$219K +8,623 +3%
MA
59
MCF Advisors
Kentucky
$7.12M +$47.2K +1,856 +0.7%
PAS
60
Park Avenue Securities
New York
$6.65M +$6.63M +260,687 New
PA
61
Parallel Advisors
California
$6.61M +$355K +13,955 +6%
AIA
62
Arcadia Investment Advisors
Idaho
$6.61M +$73.3K +2,885 +1%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$6.07M +$243K +9,563 +4%
IWC
64
Integrated Wealth Concepts
Massachusetts
$6.01M +$471K +18,550 +9%
HA
65
Hamel Associates
New Jersey
$5.99M +$84.6K +3,330 +1%
PWM
66
Praetorian Wealth Management
California
$5.95M +$153K +6,009 +3%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$5.92M +$643K +25,281 +12%
MWM
68
MinichMacGregor Wealth Management
New York
$5.89M -$101K -3,980 -2%
AUB
69
Atlantic Union Bankshares
Virginia
$5.83M -$242K -9,539 -4%
IA
70
IFP Advisors
Florida
$5.69M -$227K -8,938 -4%
CTWM
71
Cherry Tree Wealth Management
Minnesota
$5.64M +$61.9K +2,436 +1%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$5.63M -$53.5M -2,105,626 -91%
SWMG
73
Signature Wealth Management Group
Georgia
$5.62M +$75.4K +2,967 +1%
CVM
74
Cheviot Value Management
California
$5.57M +$306K +12,044 +6%
MMA
75
Miracle Mile Advisors
California
$5.28M +$5.26M +206,830 New