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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Centricity Wealth Management
Ohio
$4.73M +$140K +5,533 +3%
WC
77
Wolfstich Capital
Massachusetts
$4.71M – – –
Creative Planning
78
Creative Planning
Kansas
$4.67M -$249K -9,874 -5%
MA
79
MONECO Advisors
Connecticut
$4.63M +$103K +4,082 +2%
GPA
80
Guidance Point Advisors
Massachusetts
$4.56M +$97.5K +3,861 +2%
4FG
81
4Thought Financial Group
New York
$4.47M +$596K +23,613 +15%
IWC
82
Integrated Wealth Concepts
Massachusetts
$4.46M +$1.36M +53,811 +44%
VWMG
83
Virginia Wealth Management Group
Virginia
$4.41M +$510K +20,200 +13%
ST
84
Sabal Trust
Florida
$4.29M +$500K +19,782 +13%
VVP
85
Venture Visionary Partners
Ohio
$4.29M +$191K +7,554 +5%
R
86
Rebalance
California
$4.23M +$710K +28,115 +20%
GI
87
GAMMA Investing
California
$4.22M +$1.09M +42,989 +35%
EWA
88
EP Wealth Advisors
California
$4.17M -$136K -5,393 -3%
DSA
89
Droms Strauss Advisors
Missouri
$4.1M +$436K +17,252 +12%
HAC
90
Harbor Advisory Corp
New Hampshire
$4.06M +$19.7K +780 +0.5%
LWL
91
Leo Wealth LLC
Texas
$4M +$327K +12,948 +9%
CA
92
CGN Advisors
Kansas
$3.89M +$176K +6,987 +5%
CWM
93
Centric Wealth Management
Illinois
$3.82M +$193K +7,646 +5%
MGIA
94
Matthew Goff Investment Advisor
Texas
$3.76M -$114K -4,502 -3%
SFS
95
Sowell Financial Services
Arkansas
$3.7M +$214K +8,485 +6%
KF
96
Krilogy Financial
Missouri
$3.67M +$31K +1,226 +0.9%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.59M +$947K +37,498 +36%
CBT
98
Crews Bank & Trust
Florida
$3.56M +$551K +21,800 +18%
AF
99
Allworth Financial
California
$3.5M +$30.6K +1,214 +0.9%
GDP
100
Great Diamond Partners
Maine
$3.48M +$102K +4,029 +3%
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4
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