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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
101
Heartland Bank & Trust
Illinois
$5.41M +$697K +27,412 +15%
KF
102
Krilogy Financial
Missouri
$5.21M +$8.49K +334 +0.2%
LIM
103
Leavell Investment Management
Alabama
$5.2M +$1.07M +42,031 +26%
HW
104
Hancock Whitney
Mississippi
$5.14M +$334K +13,139 +7%
CBT
105
Crews Bank & Trust
Florida
$5.12M +$404K +15,870 +9%
WPW
106
Winthrop Partners - WNY
New York
$5.07M +$142K +5,595 +3%
VWMG
107
Virginia Wealth Management Group
Virginia
$5.06M -$24.7K -970 -0.5%
BFIM
108
Beese Fulmer Investment Management
Ohio
$5.02M +$1.37M +53,942 +37%
MA
109
MONECO Advisors
Connecticut
$4.96M +$219K +8,624 +5%
LWL
110
Leo Wealth LLC
Texas
$4.95M +$53.6K +2,109 +1%
UCFA
111
United Capital Financial Advisors
Texas
$4.91M +$1.86M +73,290 +61%
Osaic Holdings
112
Osaic Holdings
Arizona
$4.88M +$15.6K +612 +0.3%
Goldman Sachs
113
Goldman Sachs
New York
$4.87M +$4.89M +192,147 New
TCRG
114
Twin Cities Retirement Group
Minnesota
$4.85M -$113K -4,426 -2%
WCP
115
Wick Capital Partners
Pennsylvania
$4.81M +$681K +26,799 +16%
Creative Planning
116
Creative Planning
Kansas
$4.71M -$72.1K -2,837 -2%
CPIG
117
Chicago Partners Investment Group
Illinois
$4.68M +$4.15M +163,068 +756%
CWM
118
Centric Wealth Management
Illinois
$4.61M +$247K +9,704 +6%
SFS
119
Sowell Financial Services
Arkansas
$4.6M +$173K +6,790 +4%
CPIA
120
Cornell Pochily Investment Advisors
New York
$4.55M +$791K +31,096 +21%
EWS
121
Evergreen Wealth Solutions
Pennsylvania
$4.51M +$2.57M +100,887 +131%
4FG
122
4Thought Financial Group
New York
$4.42M +$20.1K +792 +0.5%
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.36M +$234K +9,199 +6%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.26M +$829K +32,614 +24%
MW
125
Members Wealth
Pennsylvania
$4.25M +$57.4K +2,259 +1%