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iShares iBonds Dec 2028 Term Corporate ETF

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
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
VA
126
Valmark Advisers
Ohio
$2.38M
ABC
127
Associated Banc-Corp
Wisconsin
$2.3M
SWA
128
Sightline Wealth Advisors
Connecticut
$2.27M
SCG
129
Sonata Capital Group
Washington
$2.26M
LFASL
130
Lugano Financial Advisors SA (LFA)
Switzerland
$2.22M
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M
LIA
132
LBMC Investment Advisors
Tennessee
$2.16M
UCFA
133
United Capital Financial Advisors
Texas
$2.14M
ATC
134
Adirondack Trust Company
New York
$2.13M
HBT
135
Heartland Bank & Trust
Illinois
$2.08M
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$2.07M
CCM
137
Coldstream Capital Management
Washington
$1.99M
ACM
138
Arcataur Capital Management
Wisconsin
$1.97M
IW
139
Instrumental Wealth
Florida
$1.94M
WMWM
140
Wilkins Miller Wealth Management
Alabama
$1.88M
CTA
141
Chesley Taft & Associates
Illinois
$1.85M
PIM
142
Penobscot Investment Management
Massachusetts
$1.85M
CWM
143
Cabot Wealth Management
Massachusetts
$1.82M
CPIA
144
Cornell Pochily Investment Advisors
New York
$1.8M
FCM
145
Fortis Capital Management
Washington
$1.77M
FFG
146
Foundry Financial Group
New Hampshire
$1.74M
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$1.71M
Osaic Holdings
148
Osaic Holdings
Arizona
$1.71M
BFS
149
BridgePort Financial Solutions
Iowa
$1.7M
CIA
150
Covington Investment Advisors
Pennsylvania
$1.69M