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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
CWM
101
Centric Wealth Management
Illinois
$4.25M
NG
102
Northstar Group
New York
$4.23M
MW
103
Members Wealth
Pennsylvania
$4.17M
SFS
104
Sowell Financial Services
Arkansas
$4.13M
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
SWA
106
Sightline Wealth Advisors
Connecticut
$3.77M
SWA
107
Sax Wealth Advisors
New Jersey
$3.71M
FBB
108
Fulton Breakefield Broenniman
Maryland
$3.69M
MGIA
109
Matthew Goff Investment Advisor
Texas
$3.63M
Osaic Holdings
110
Osaic Holdings
Arizona
$3.62M
GDP
111
Great Diamond Partners
Maine
$3.54M
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$3.49M
BFIM
113
Beese Fulmer Investment Management
Ohio
$3.45M
EPW
114
Evergreen Private Wealth
Colorado
$3.32M
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$3.3M
Jones Financial Companies
116
Jones Financial Companies
Missouri
$3.3M
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.24M
VVP
118
Venture Visionary Partners
Ohio
$3.21M
PWP
119
Precedent Wealth Partners
Texas
$3.21M
PSIWM
120
Paradigm Strategies in Wealth Management
Minnesota
$3.11M
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$3.11M
LFS
122
Littlejohn Financial Services
Oregon
$3.1M
SP
123
Stonebrook Private
Michigan
$3.07M
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.05M
Renaissance Technologies
125
Renaissance Technologies
New York
$2.91M