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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 %
CWM
76
Centricity Wealth Management
Ohio
$4.98M 195,830 +8,715 +5%
MA
77
MONECO Advisors
Connecticut
$4.67M 183,533 +416 +0.2%
HW
78
Hancock Whitney
Mississippi
$4.64M 182,476 +182,476 New
GPA
79
Guidance Point Advisors
Massachusetts
$4.6M 181,021 +627 +0.3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.58M 180,264 +38,143 +27%
VWMG
81
Virginia Wealth Management Group
Virginia
$4.55M 179,185 +4,480 +3%
Creative Planning
82
Creative Planning
Kansas
$4.54M 178,508 -6,425 -3%
FTUS
83
Flow Traders U.S.
New York
$4.52M 177,664 +177,664 New
KF
84
Krilogy Financial
Missouri
$4.48M 176,402 +31,155 +21%
LWL
85
Leo Wealth LLC
Texas
$4.42M 174,045 +15,841 +10%
Renaissance Technologies
86
Renaissance Technologies
New York
$4.36M 171,595 -90,105 -34%
DSA
87
Droms Strauss Advisors
Missouri
$4.3M 168,983 +6,801 +4%
R
88
Rebalance
California
$4.3M 168,982 +1,579 +0.9%
KTM
89
Keeler Thomas Management
Utah
$4.25M 167,249 -20,417 -11%
HAC
90
Harbor Advisory Corp
New Hampshire
$4.09M 160,860 – –
CWM
91
Centric Wealth Management
Illinois
$4.05M 159,691 +8,370 +6%
4FG
92
4Thought Financial Group
New York
$4.03M 158,729 -18,201 -10%
CBT
93
Crews Bank & Trust
Florida
$4.01M 157,900 +17,045 +12%
SCG
94
Sonata Capital Group
Washington
$4.01M 157,719 +68,374 +77%
LIA
95
LBMC Investment Advisors
Tennessee
$3.91M 153,710 +68,294 +80%
NG
96
Northstar Group
New York
$3.86M 151,801 +32,055 +27%
AF
97
Allworth Financial
California
$3.82M 150,383 +11,693 +8%
SFS
98
Sowell Financial Services
Arkansas
$3.72M 146,325 -20 -0%
QFA
99
Quantum Financial Advisors
California
$3.69M 145,276 +20,042 +16%
MGIA
100
Matthew Goff Investment Advisor
Texas
$3.64M 143,037 -5,920 -4%
2 3
4
5 6