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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
76
Hamel Associates
New Jersey
$6.16M +$189K +7,413 +3%
CVM
77
Cheviot Value Management
California
$6.05M +$485K +19,058 +9%
MWM
78
MinichMacGregor Wealth Management
New York
$6.04M +$165K +6,459 +3%
SCG
79
Sonata Capital Group
Washington
$6.02M +$1.43M +56,077 +31%
CTWM
80
Cherry Tree Wealth Management
Minnesota
$5.92M +$300K +11,768 +5%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$5.92M +$2.44M +95,691 +70%
OIA
82
OneDigital Investment Advisors
Kansas
$5.74M +$5.74M +225,470 New
IF
83
Ironwood Financial
Arizona
$5.73M +$845K +33,183 +17%
PIM
84
Penobscot Investment Management
Massachusetts
$5.71M +$801K +31,445 +16%
EWA
85
EP Wealth Advisors
California
$5.67M +$5.67M +222,745 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.66M +$662K +25,974 +13%
SWMG
87
Signature Wealth Management Group
Georgia
$5.6M -$5.99K -235 -0.1%
MMA
88
Miracle Mile Advisors
California
$5.6M +$332K +13,028 +6%
MFG
89
Merit Financial Group
Georgia
$5.59M +$1.14M +44,661 +26%
HFRG
90
Houlihan Financial Resource Group
Virginia
$5.59M +$3.11M +122,203 +126%
AUB
91
Atlantic Union Bankshares
Virginia
$5.59M -$227K -8,911 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$5.5M -$491K -19,292 -8%
DSA
93
Droms Strauss Advisors
Missouri
$5.4M +$398K +15,635 +8%
HAC
94
Harbor Advisory Corp
New Hampshire
$5.31M +$698K +27,389 +15%
LIA
95
LBMC Investment Advisors
Tennessee
$5.26M +$507K +19,907 +11%
KF
96
Krilogy Financial
Missouri
$5.24M +$155K +6,077 +3%
MWM
97
Modern Wealth Management
Kansas
$5.16M +$5.16M +202,716 New
VWMG
98
Virginia Wealth Management Group
Virginia
$5.11M +$159K +6,240 +3%
TCRG
99
Twin Cities Retirement Group
Minnesota
$4.99M +$4.99M +196,011 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$4.99M +$1.7M +66,616 +52%