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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

356 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, 185 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
356
Holders Change
+15
Holders Change %
+4.4%
% of All Funds
4.78%
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
185
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
GRP
3
Global Retirement Partners
California
$12.6M
4
FIBOI
4
First International Bank of Israel
$10.5M
5
HCM
5
Hengehold Capital Management
Ohio
$33.8M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.3K
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WCP
5
Wick Capital Partners
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$3.62M 142,335 +142,335 New
GDP
102
Great Diamond Partners
Maine
$3.59M 141,297 +3,360 +2%
HBT
103
Heartland Bank & Trust
Illinois
$3.47M 136,620 +54,289 +66%
PIM
104
Penobscot Investment Management
Massachusetts
$3.46M 136,100 +62,950 +86%
WI
105
WrapManager Inc
California
$3.46M 135,917 +2,542 +2%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$3.42M 135,326 +4,422 +3%
FBB
107
Fulton Breakefield Broenniman
Maryland
$3.39M 133,386 +4,414 +3%
EPW
108
Evergreen Private Wealth
Colorado
$3.33M 131,021 +7,031 +6%
VVP
109
Venture Visionary Partners
Ohio
$3.32M 130,721 -38,965 -23%
PSIWM
110
Paradigm Strategies in Wealth Management
Minnesota
$3.27M 128,824 -3,648 -3%
SFB
111
STAR Financial Bank
Indiana
$3.26M 128,411 +5,465 +4%
BFIM
112
Beese Fulmer Investment Management
Ohio
$3.26M 128,299 +128,299 New
SWA
113
Sightline Wealth Advisors
Connecticut
$3.25M 127,826 +38,125 +43%
SWA
114
Sax Wealth Advisors
New Jersey
$3.19M 125,371 -3,546 -3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$3.19M 125,334 -1,805 -1%
KNW
116
Kesler Norman & Wride
Utah
$3.16M 124,382 +545 +0.4%
Jane Street
117
Jane Street
New York
$3.16M 124,193 -79,139 -39%
LFS
118
Littlejohn Financial Services
Oregon
$3.09M 121,742 +3,039 +3%
PWP
119
Precedent Wealth Partners
Texas
$3.07M 120,733 +12,273 +11%
SP
120
Stonebrook Private
Michigan
$3M 117,964 +2,314 +2%
VA
121
Valmark Advisers
Ohio
$2.86M 112,534 +18,302 +19%
LIM
122
Leavell Investment Management
Alabama
$2.73M 107,475 +5,388 +5%
IF
123
Ironwood Financial
Arizona
$2.69M 106,579 – –
FA
124
FF Advisors
California
$2.63M 103,539 +4,031 +4%
LF
125
LifePlan Financial
Minnesota
$2.6M 102,340 -1,205 -1%
3 4
5
6 7