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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
101
Winthrop Partners - WNY
New York
$4.95M +$4.95M +194,429 New
LWL
102
Leo Wealth LLC
Texas
$4.92M +$450K +17,658 +10%
Osaic Holdings
103
Osaic Holdings
Arizona
$4.89M +$1.28M +50,372 +36%
HW
104
Hancock Whitney
Mississippi
$4.83M -$113K -4,425 -2%
Creative Planning
105
Creative Planning
Kansas
$4.81M +$258K +10,147 +6%
GDP
106
Great Diamond Partners
Maine
$4.77M +$1.25M +48,997 +35%
MA
107
MONECO Advisors
Connecticut
$4.77M +$189K +7,422 +4%
CBT
108
Crews Bank & Trust
Florida
$4.74M +$421K +16,520 +10%
HBT
109
Heartland Bank & Trust
Illinois
$4.74M +$437K +17,170 +10%
QFA
110
Quantum Financial Advisors
California
$4.71M +$301K +11,830 +7%
SFS
111
Sowell Financial Services
Arkansas
$4.45M +$326K +12,800 +8%
4FG
112
4Thought Financial Group
New York
$4.42M +$174K +6,840 +4%
CWM
113
Centric Wealth Management
Illinois
$4.4M +$164K +6,433 +4%
KTM
114
Keeler Thomas Management
Utah
$4.24M -$28.9K -1,136 -0.7%
MW
115
Members Wealth
Pennsylvania
$4.22M +$49.8K +1,954 +1%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.16M +$284K +11,163 +7%
LIM
117
Leavell Investment Management
Alabama
$4.15M +$1.48M +58,206 +55%
WCP
118
Wick Capital Partners
Pennsylvania
$4.15M +$1.92M +75,523 +86%
SWA
119
Sax Wealth Advisors
New Jersey
$3.82M +$120K +4,695 +3%
CPIA
120
Cornell Pochily Investment Advisors
New York
$3.79M +$740K +29,048 +24%
FBB
121
Fulton Breakefield Broenniman
Maryland
$3.77M +$98.1K +3,852 +3%
BFIM
122
Beese Fulmer Investment Management
Ohio
$3.67M +$227K +8,920 +7%
SWA
123
Sightline Wealth Advisors
Connecticut
$3.57M -$187K -7,347 -5%
VA
124
Valmark Advisers
Ohio
$3.56M +$851K +33,399 +31%
EPW
125
Evergreen Private Wealth
Colorado
$3.56M +$246K +9,647 +7%