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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.18%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
126
Fulton Breakefield Broenniman
Maryland
$4.06M +$308K +12,113 +8%
RFC
127
Regions Financial Corp
Alabama
$4.02M +$633K +24,885 +19%
MAS
128
Madden Advisory Services
Florida
$3.89M +$1.11M +43,737 +40%
SWA
129
Sax Wealth Advisors
New Jersey
$3.82M
VA
130
Valmark Advisers
Ohio
$3.77M +$227K +8,908 +6%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$3.6M +$105K +4,124 +3%
RPC
132
Rossmore Private Capital
Connecticut
$3.59M +$54.5K +2,144 +2%
EPW
133
Evergreen Private Wealth
Colorado
$3.58M +$45.1K +1,772 +1%
PWP
134
Precedent Wealth Partners
Texas
$3.54M +$143K +5,639 +4%
GWCM
135
Godshalk Welsh Capital Management
Pennsylvania
$3.52M +$403K +15,850 +13%
KNW
136
Kesler Norman & Wride
Utah
$3.47M +$93.8K +3,689 +3%
SP
137
Stonebrook Private
Michigan
$3.3M +$125K +4,918 +4%
BI
138
Breachway Investments
Rhode Island
$3.23M +$107K +4,214 +3%
LFS
139
Littlejohn Financial Services
Oregon
$3.17M -$127K -5,011 -4%
ATC
140
Adirondack Trust Company
New York
$3.07M +$475K +18,691 +18%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$3.02M -$219K -8,600 -7%
VVP
142
Venture Visionary Partners
Ohio
$2.9M +$68.6K +2,699 +2%
HIA
143
Harbor Investment Advisory
Maryland
$2.9M +$285K +11,193 +11%
Mariner
144
Mariner
Kansas
$2.89M +$590K +23,190 +25%
LF
145
LifePlan Financial
Minnesota
$2.85M +$187K +7,370 +7%
1L
146
10Elms LLP
Oklahoma
$2.73M +$1.54M +60,649 +130%
ABC
147
Associated Banc-Corp
Wisconsin
$2.73M +$200K +7,850 +8%
RCA
148
Resonant Capital Advisors
Wisconsin
$2.71M +$151K +5,930 +6%
MSRI
149
Michael S. Ryan Inc
New York
$2.68M +$123K +4,823 +5%
SWA
150
Sightline Wealth Advisors
Connecticut
$2.62M -$944K -37,141 -26%