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iShares iBonds Dec 2028 Term Corporate ETF

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.47M +$174K +6,878 +5%
WI
102
WrapManager Inc
California
$3.37M +$90.6K +3,585 +3%
SF
103
Safeguard Financial
Wisconsin
$3.35M +$903K +35,753 +37%
PSIWM
104
Paradigm Strategies in Wealth Management
Minnesota
$3.35M -$265K -10,494 -7%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$3.31M +$1.54M +61,140 +88%
FBB
106
Fulton Breakefield Broenniman
Maryland
$3.26M +$340K +13,448 +12%
SWA
107
Sax Wealth Advisors
New Jersey
$3.26M +$532K +21,051 +20%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.21M -$581K -22,986 -15%
QFA
109
Quantum Financial Advisors
California
$3.16M +$622K +24,608 +24%
EPW
110
Evergreen Private Wealth
Colorado
$3.13M +$57.3K +2,269 +2%
KNW
111
Kesler Norman & Wride
Utah
$3.13M +$1.43M +56,773 +85%
MW
112
Members Wealth
Pennsylvania
$3.12M +$152K +6,011 +5%
SFB
113
STAR Financial Bank
Indiana
$3.11M +$300K +11,881 +11%
SG
114
Strid Group
Pennsylvania
$3.07M +$1.58M +62,391 +106%
Corient Private Wealth
115
Corient Private Wealth
Florida
$3.05M -$13.2M -522,667 -81%
NG
116
Northstar Group
New York
$3.02M +$1.68M +66,531 +125%
LFS
117
Littlejohn Financial Services
Oregon
$3M +$3M +118,703 New
SP
118
Stonebrook Private
Michigan
$2.92M +$120K +4,732 +4%
PWP
119
Precedent Wealth Partners
Texas
$2.74M -$297K -11,748 -10%
IF
120
Ironwood Financial
Arizona
$2.69M +$448K +17,734 +20%
Mariner
121
Mariner
Kansas
$2.63M +$1.35M +53,488 +106%
LF
122
LifePlan Financial
Minnesota
$2.62M +$82.1K +3,251 +3%
LIM
123
Leavell Investment Management
Alabama
$2.58M +$162K +6,395 +7%
FA
124
FF Advisors
California
$2.51M +$117K +4,645 +5%
MSRI
125
Michael S. Ryan Inc
New York
$2.41M -$340K -13,477 -12%