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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
RPC
126
Rossmore Private Capital
Connecticut
$3.55M +$1.25M +48,889 +54%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.51M +$214K +8,387 +6%
FA
128
FF Advisors
California
$3.47M +$608K +23,851 +21%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.45M +$214K +8,386 +7%
PWP
130
Precedent Wealth Partners
Texas
$3.41M +$215K +8,432 +7%
RFC
131
Regions Financial Corp
Alabama
$3.41M +$2.43M +95,367 +247%
KNW
132
Kesler Norman & Wride
Utah
$3.4M +$1.69M +66,400 +99%
LFS
133
Littlejohn Financial Services
Oregon
$3.31M +$222K +8,705 +7%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$153K +6,005 +5%
SP
135
Stonebrook Private
Michigan
$3.19M +$123K +4,816 +4%
BI
136
Breachway Investments
Rhode Island
$3.15M +$3.15M +123,654 New
GWCM
137
Godshalk Welsh Capital Management
Pennsylvania
$3.13M +$545K +21,400 +21%
UCFA
138
United Capital Financial Advisors
Texas
$3.07M +$263K +10,341 +9%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$3.06M -$2.56M -100,398 -46%
VVP
140
Venture Visionary Partners
Ohio
$2.93M -$354K -13,882 -11%
MAS
141
Madden Advisory Services
Florida
$2.8M +$812K +31,883 +41%
PSIWM
142
Paradigm Strategies in Wealth Management
Minnesota
$2.79M -$317K -12,425 -10%
LF
143
LifePlan Financial
Minnesota
$2.68M +$22K +862 +0.8%
HIA
144
Harbor Investment Advisory
Maryland
$2.63M +$329K +12,897 +14%
ATC
145
Adirondack Trust Company
New York
$2.61M +$166K +6,534 +7%
PAS
146
Park Avenue Securities
New York
$2.6M -$4.04M -158,635 -61%
MSRI
147
Michael S. Ryan Inc
New York
$2.57M +$22K +865 +0.9%
RCA
148
Resonant Capital Advisors
Wisconsin
$2.57M +$174K +6,828 +7%
CIA
149
Covington Investment Advisors
Pennsylvania
$2.55M +$288K +11,299 +13%
ABC
150
Associated Banc-Corp
Wisconsin
$2.54M -$46.2K -1,814 -2%