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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

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
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$2.38M +$438K +17,335 +23%
ABC
127
Associated Banc-Corp
Wisconsin
$2.3M +$25.3K +1,002 +1%
SWA
128
Sightline Wealth Advisors
Connecticut
$2.27M +$1.41M +55,675 +164%
SCG
129
Sonata Capital Group
Washington
$2.26M -$30.6K -1,212 -1%
LFASL
130
Lugano Financial Advisors SA (LFA)
Switzerland
$2.22M +$97.4K +3,854 +5%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M +$410K +16,221 +23%
LIA
132
LBMC Investment Advisors
Tennessee
$2.16M +$532K +21,049 +33%
UCFA
133
United Capital Financial Advisors
Texas
$2.14M +$274K +10,854 +15%
ATC
134
Adirondack Trust Company
New York
$2.13M +$210K +8,324 +11%
HBT
135
Heartland Bank & Trust
Illinois
$2.08M +$1.08M +42,917 +109%
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$2.07M -$258K -10,198 -11%
CCM
137
Coldstream Capital Management
Washington
$1.99M +$137K +5,406 +7%
ACM
138
Arcataur Capital Management
Wisconsin
$1.97M +$353K +13,955 +22%
IW
139
Instrumental Wealth
Florida
$1.94M +$12.3K +485 +0.6%
WMWM
140
Wilkins Miller Wealth Management
Alabama
$1.88M +$253K +10,021 +16%
CTA
141
Chesley Taft & Associates
Illinois
$1.85M +$136K +5,400 +8%
PIM
142
Penobscot Investment Management
Massachusetts
$1.85M +$807K +31,950 +78%
CWM
143
Cabot Wealth Management
Massachusetts
$1.82M +$155K +6,138 +9%
CPIA
144
Cornell Pochily Investment Advisors
New York
$1.8M +$428K +16,937 +31%
FCM
145
Fortis Capital Management
Washington
$1.77M +$357K +14,146 +25%
FFG
146
Foundry Financial Group
New Hampshire
$1.74M +$297K +11,748 +21%
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$1.71M +$1.71M +67,820 New
Osaic Holdings
148
Osaic Holdings
Arizona
$1.71M -$924K -36,570 -35%
BFS
149
BridgePort Financial Solutions
Iowa
$1.7M – – –
CIA
150
Covington Investment Advisors
Pennsylvania
$1.69M +$258K +10,217 +18%
4 5
6
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