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iShares iBonds Dec 2028 Term Corporate ETF

404 hedge funds and large institutions have $2.81B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CVM
76
Cheviot Value Management
California
$6.05M
MWM
77
MinichMacGregor Wealth Management
New York
$6.04M
SCG
78
Sonata Capital Group
Washington
$6.02M
CTWM
79
Cherry Tree Wealth Management
Minnesota
$5.92M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$5.92M
OIA
81
OneDigital Investment Advisors
Kansas
$5.74M
IF
82
Ironwood Financial
Arizona
$5.73M
PIM
83
Penobscot Investment Management
Massachusetts
$5.71M
EWA
84
EP Wealth Advisors
California
$5.67M
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$5.66M
SWMG
86
Signature Wealth Management Group
Georgia
$5.6M
MMA
87
Miracle Mile Advisors
California
$5.6M
MFG
88
Merit Financial Group
Georgia
$5.59M
HFRG
89
Houlihan Financial Resource Group
Virginia
$5.59M
AUB
90
Atlantic Union Bankshares
Virginia
$5.59M
IWC
91
Integrated Wealth Concepts
Massachusetts
$5.5M
DSA
92
Droms Strauss Advisors
Missouri
$5.4M
HAC
93
Harbor Advisory Corp
New Hampshire
$5.31M
LIA
94
LBMC Investment Advisors
Tennessee
$5.26M
KF
95
Krilogy Financial
Missouri
$5.24M
MWM
96
Modern Wealth Management
Kansas
$5.16M
VWMG
97
Virginia Wealth Management Group
Virginia
$5.11M
TCRG
98
Twin Cities Retirement Group
Minnesota
$4.99M
Jones Financial Companies
99
Jones Financial Companies
Missouri
$4.99M
LWL
100
Leo Wealth LLC
Texas
$4.92M