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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
76
Hamel Associates
New Jersey
$6.66M +$526K +20,680 +9%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$6.59M -$86.3K -3,392 -1%
GPA
78
Guidance Point Advisors
Massachusetts
$6.39M +$248K +9,757 +4%
MA
79
MCF Advisors
Kentucky
$6.37M +$220K +8,669 +4%
CVM
80
Cheviot Value Management
California
$6.37M +$364K +14,298 +6%
PA
81
Probity Advisors
Texas
$6.32M -$4.15M -163,028 -40%
SCG
82
Sonata Capital Group
Washington
$6.29M +$302K +11,864 +5%
MWM
83
MinichMacGregor Wealth Management
New York
$6.24M +$228K +8,975 +4%
MWM
84
Modern Wealth Management
Kansas
$6.19M +$1.08M +42,579 +21%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$6.18M +$4.72M +185,502 +318%
IF
86
Ironwood Financial
Arizona
$6.17M +$468K +18,402 +8%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$6.12M +$492K +19,344 +9%
QFA
88
Quantum Financial Advisors
California
$5.95M +$1.27M +49,921 +27%
PIM
89
Penobscot Investment Management
Massachusetts
$5.92M +$244K +9,585 +4%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$5.91M +$19.9K +784 +0.3%
LIA
91
LBMC Investment Advisors
Tennessee
$5.89M +$659K +25,900 +13%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$5.87M +$937K +36,838 +19%
HFRG
93
Houlihan Financial Resource Group
Virginia
$5.67M +$117K +4,602 +2%
AUB
94
Atlantic Union Bankshares
Virginia
$5.67M +$109K +4,271 +2%
OIA
95
OneDigital Investment Advisors
Kansas
$5.6M -$116K -4,570 -2%
GDP
96
Great Diamond Partners
Maine
$5.59M +$844K +33,198 +18%
EWA
97
EP Wealth Advisors
California
$5.58M -$61.8K -2,429 -1%
SWMG
98
Signature Wealth Management Group
Georgia
$5.56M -$10.7K -422 -0.2%
HAC
99
Harbor Advisory Corp
New Hampshire
$5.45M +$166K +6,528 +3%
DSA
100
Droms Strauss Advisors
Missouri
$5.41M +$44.8K +1,763 +0.8%