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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

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
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
3
HCM
Hengehold Capital Management
Ohio
+$8.01M
4
Morgan Stanley
Morgan Stanley
New York
+$7.83M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.74M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$59.3M
2
ACM
Advisors Capital Management
New Jersey
-$7.51M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.83M
4
WC
Wolfstich Capital
Massachusetts
-$4.71M
5
WCP
Wick Capital Partners
Pennsylvania
-$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Centricity Wealth Management
Ohio
$4.98M +$222K +8,715 +5%
MA
77
MONECO Advisors
Connecticut
$4.67M +$10.6K +416 +0.2%
HW
78
Hancock Whitney
Mississippi
$4.64M +$4.64M +182,476 New
GPA
79
Guidance Point Advisors
Massachusetts
$4.6M +$15.9K +627 +0.3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.58M +$970K +38,143 +27%
VWMG
81
Virginia Wealth Management Group
Virginia
$4.55M +$114K +4,480 +3%
Creative Planning
82
Creative Planning
Kansas
$4.54M -$163K -6,425 -3%
FTUS
83
Flow Traders U.S.
New York
$4.52M +$4.52M +177,664 New
KF
84
Krilogy Financial
Missouri
$4.48M +$792K +31,155 +21%
LWL
85
Leo Wealth LLC
Texas
$4.42M +$403K +15,841 +10%
Renaissance Technologies
86
Renaissance Technologies
New York
$4.36M -$2.29M -90,105 -34%
DSA
87
Droms Strauss Advisors
Missouri
$4.3M +$173K +6,801 +4%
R
88
Rebalance
California
$4.3M +$40.1K +1,579 +0.9%
KTM
89
Keeler Thomas Management
Utah
$4.25M -$519K -20,417 -11%
HAC
90
Harbor Advisory Corp
New Hampshire
$4.09M – – –
CWM
91
Centric Wealth Management
Illinois
$4.05M +$212K +8,370 +6%
4FG
92
4Thought Financial Group
New York
$4.03M -$463K -18,201 -10%
CBT
93
Crews Bank & Trust
Florida
$4.01M +$433K +17,045 +12%
SCG
94
Sonata Capital Group
Washington
$4.01M +$1.74M +68,374 +77%
LIA
95
LBMC Investment Advisors
Tennessee
$3.91M +$1.74M +68,294 +80%
NG
96
Northstar Group
New York
$3.86M +$815K +32,055 +27%
AF
97
Allworth Financial
California
$3.82M +$297K +11,693 +8%
SFS
98
Sowell Financial Services
Arkansas
$3.72M -$508 -20 -0%
QFA
99
Quantum Financial Advisors
California
$3.69M +$509K +20,042 +16%
MGIA
100
Matthew Goff Investment Advisor
Texas
$3.64M -$150K -5,920 -4%
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