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iShares iBonds Dec 2028 Term Corporate ETF

410 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 59 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
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
HA
76
Hamel Associates
New Jersey
$6.16M
CVM
77
Cheviot Value Management
California
$6.05M
MWM
78
MinichMacGregor Wealth Management
New York
$6.04M
SCG
79
Sonata Capital Group
Washington
$6.02M
CTWM
80
Cherry Tree Wealth Management
Minnesota
$5.92M
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$5.92M
OIA
82
OneDigital Investment Advisors
Kansas
$5.74M
IF
83
Ironwood Financial
Arizona
$5.73M
PIM
84
Penobscot Investment Management
Massachusetts
$5.71M
EWA
85
EP Wealth Advisors
California
$5.67M
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.66M
SWMG
87
Signature Wealth Management Group
Georgia
$5.6M
MMA
88
Miracle Mile Advisors
California
$5.6M
MFG
89
Merit Financial Group
Georgia
$5.59M
HFRG
90
Houlihan Financial Resource Group
Virginia
$5.59M
AUB
91
Atlantic Union Bankshares
Virginia
$5.59M
IWC
92
Integrated Wealth Concepts
Massachusetts
$5.5M
DSA
93
Droms Strauss Advisors
Missouri
$5.4M
HAC
94
Harbor Advisory Corp
New Hampshire
$5.31M
LIA
95
LBMC Investment Advisors
Tennessee
$5.26M
KF
96
Krilogy Financial
Missouri
$5.24M
MWM
97
Modern Wealth Management
Kansas
$5.16M
VWMG
98
Virginia Wealth Management Group
Virginia
$5.11M
TCRG
99
Twin Cities Retirement Group
Minnesota
$4.99M
Jones Financial Companies
100
Jones Financial Companies
Missouri
$4.99M