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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
JWCA
151
J.W. Cole Advisors
Florida
$2.62M +$155K +6,092 +6%
CIA
152
Covington Investment Advisors
Pennsylvania
$2.61M +$70.9K +2,787 +3%
PSIWM
153
Paradigm Strategies in Wealth Management
Minnesota
$2.58M -$202K -7,929 -7%
AIA
154
AssuredPartners Investment Advisors
Florida
$2.5M +$2.52M +99,114 New
CTA
155
Chesley Taft & Associates
Illinois
$2.43M +$71.2K +2,800 +3%
CWM
156
Cabot Wealth Management
Massachusetts
$2.42M +$366K +14,385 +18%
CCM
157
Coldstream Capital Management
Washington
$2.42M +$543K +21,368 +29%
LFASL
158
Lugano Financial Advisors SA (LFA)
Switzerland
$2.37M +$26.5K +1,043 +1%
ACM
159
Arcataur Capital Management
Wisconsin
$2.35M +$328K +12,905 +16%
RBC
160
Roble Belko & Company
Pennsylvania
$2.34M +$1.67M +65,608 +245%
PAS
161
Park Avenue Securities
New York
$2.33M -$254K -10,008 -10%
KTM
162
Keeler Thomas Management
Utah
$2.31M -$1.92M -75,415 -45%
MSWM
163
McGlone Suttner Wealth Management
Wisconsin
$2.23M +$207K +8,133 +10%
PAG
164
Private Advisor Group
New Jersey
$2.17M +$352K +13,839 +19%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$2.14M +$70.7K +2,781 +3%
FA
166
FF Advisors
California
$2.09M -$1.36M -53,573 -39%
JP Morgan Chase
167
JP Morgan Chase
New York
$2.09M +$473K +18,603 +29%
First Manhattan
168
First Manhattan
New York
$2.06M +$1.7M +67,008 +464%
CL
169
COWA LLC
Oklahoma
$2.03M +$23.5K +926 +1%
FFP
170
FourThought Financial Partners
Florida
$2.01M +$652K +25,622 +48%
SWM
171
Segment Wealth Management
Texas
$1.98M +$218K +8,555 +12%
WI
172
WrapManager Inc
California
$1.94M +$45.4K +1,784 +2%
FFG
173
Foundry Financial Group
New Hampshire
$1.93M -$114K -4,487 -6%
FWMM
174
Foundation Wealth Management (Missouri)
Missouri
$1.93M +$97.8K +3,844 +5%
SFA
175
Sequoia Financial Advisors
Ohio
$1.92M +$1.92M +75,617 New