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iShares iBonds Dec 2028 Term Corporate ETF

378 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 222 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
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
NG
101
Northstar Group
New York
$4.23M
MW
102
Members Wealth
Pennsylvania
$4.17M
SFS
103
Sowell Financial Services
Arkansas
$4.13M
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
SWA
105
Sightline Wealth Advisors
Connecticut
$3.77M
SWA
106
Sax Wealth Advisors
New Jersey
$3.71M
FBB
107
Fulton Breakefield Broenniman
Maryland
$3.69M
MGIA
108
Matthew Goff Investment Advisor
Texas
$3.63M
Osaic Holdings
109
Osaic Holdings
Arizona
$3.62M
GDP
110
Great Diamond Partners
Maine
$3.54M
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$3.49M
BFIM
112
Beese Fulmer Investment Management
Ohio
$3.45M
EPW
113
Evergreen Private Wealth
Colorado
$3.32M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.3M
Jones Financial Companies
115
Jones Financial Companies
Missouri
$3.3M
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.24M
VVP
117
Venture Visionary Partners
Ohio
$3.21M
PWP
118
Precedent Wealth Partners
Texas
$3.21M
PSIWM
119
Paradigm Strategies in Wealth Management
Minnesota
$3.11M
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$3.11M
LFS
121
Littlejohn Financial Services
Oregon
$3.1M
SP
122
Stonebrook Private
Michigan
$3.07M
CPIA
123
Cornell Pochily Investment Advisors
New York
$3.05M
Renaissance Technologies
124
Renaissance Technologies
New York
$2.91M
FA
125
FF Advisors
California
$2.87M