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iShares iBonds Dec 2028 Term Corporate ETF

373 hedge funds and large institutions have $2.27B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 219 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
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
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
SWA
102
Sightline Wealth Advisors
Connecticut
$3.77M
SWA
103
Sax Wealth Advisors
New Jersey
$3.71M
FBB
104
Fulton Breakefield Broenniman
Maryland
$3.69M
MGIA
105
Matthew Goff Investment Advisor
Texas
$3.63M
Osaic Holdings
106
Osaic Holdings
Arizona
$3.62M
GDP
107
Great Diamond Partners
Maine
$3.54M
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$3.49M
BFIM
109
Beese Fulmer Investment Management
Ohio
$3.45M
EPW
110
Evergreen Private Wealth
Colorado
$3.32M
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.3M
Jones Financial Companies
112
Jones Financial Companies
Missouri
$3.3M
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.24M
VVP
114
Venture Visionary Partners
Ohio
$3.21M
PWP
115
Precedent Wealth Partners
Texas
$3.21M
PSIWM
116
Paradigm Strategies in Wealth Management
Minnesota
$3.11M
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$3.11M
LFS
118
Littlejohn Financial Services
Oregon
$3.1M
SP
119
Stonebrook Private
Michigan
$3.07M
CPIA
120
Cornell Pochily Investment Advisors
New York
$3.05M
Renaissance Technologies
121
Renaissance Technologies
New York
$2.91M
FA
122
FF Advisors
California
$2.87M
UCFA
123
United Capital Financial Advisors
Texas
$2.81M
VA
124
Valmark Advisers
Ohio
$2.72M
Mariner
125
Mariner
Kansas
$2.72M