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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

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.98%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Centric Wealth Management
Illinois
$4.25M +$177K +6,980 +4%
NG
102
Northstar Group
New York
$4.23M +$354K +13,920 +9%
MW
103
Members Wealth
Pennsylvania
$4.17M +$4.16M +163,696 New
SFS
104
Sowell Financial Services
Arkansas
$4.13M +$395K +15,530 +11%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M +$237K +9,333 +7%
SWA
106
Sightline Wealth Advisors
Connecticut
$3.77M +$507K +19,957 +16%
SWA
107
Sax Wealth Advisors
New Jersey
$3.71M +$508K +19,992 +16%
FBB
108
Fulton Breakefield Broenniman
Maryland
$3.69M +$281K +11,042 +8%
MGIA
109
Matthew Goff Investment Advisor
Texas
$3.63M -$17.5K -688 -0.5%
Osaic Holdings
110
Osaic Holdings
Arizona
$3.62M +$1.7M +67,067 +90%
GDP
111
Great Diamond Partners
Maine
$3.54M -$70.5K -2,772 -2%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$3.49M +$2.3M +90,540 +196%
BFIM
113
Beese Fulmer Investment Management
Ohio
$3.45M +$174K +6,863 +5%
EPW
114
Evergreen Private Wealth
Colorado
$3.32M -$24.3K -957 -0.7%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$3.3M +$104K +4,108 +3%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$3.3M +$1.2M +47,244 +58%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.24M +$739K +29,062 +30%
VVP
118
Venture Visionary Partners
Ohio
$3.21M -$123K -4,858 -4%
PWP
119
Precedent Wealth Partners
Texas
$3.21M +$126K +4,975 +4%
PSIWM
120
Paradigm Strategies in Wealth Management
Minnesota
$3.11M -$172K -6,774 -5%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$3.11M -$337K -13,261 -10%
LFS
122
Littlejohn Financial Services
Oregon
$3.1M -$7.14K -281 -0.2%
SP
123
Stonebrook Private
Michigan
$3.07M +$61.2K +2,406 +2%
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.05M +$554K +21,801 +22%
Renaissance Technologies
125
Renaissance Technologies
New York
$2.91M -$1.46M -57,395 -33%