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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

356 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 185 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
356
Holders Change
+15
Holders Change %
+4.4%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
185
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
GRP
3
Global Retirement Partners
California
$12.6M
4
FIBOI
4
First International Bank of Israel
$10.5M
5
HCM
5
Hengehold Capital Management
Ohio
$33.8M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.3K
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WCP
5
Wick Capital Partners
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
151
Reliant Wealth Planning
Kentucky
$1.72M 67,567 +9,609 +17%
MWM
152
Meridian Wealth Management
Kentucky
$1.7M 66,990 +15,110 +29%
SWM
153
Segment Wealth Management
Texas
$1.69M 66,490 +2,405 +4%
BFS
154
BridgePort Financial Solutions
Iowa
$1.68M 66,017 -1,250 -2%
TWC
155
TD Waterhouse Canada
Ontario, Canada
$1.67M 65,938 +19,922 +43%
Osaic Holdings
156
Osaic Holdings
Arizona
$1.66M 66,140 -1,443 -2%
FFG
157
Foundry Financial Group
New Hampshire
$1.61M 63,495 -5,234 -8%
DWM
158
Drive Wealth Management
Utah
$1.59M 62,612 -1,400 -2%
FWMM
159
Foundation Wealth Management (Missouri)
Missouri
$1.59M 62,435 +19 +0%
FCM
160
Fortis Capital Management
Washington
$1.58M 62,321 -7,856 -11%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$1.56M 61,416 -6,404 -9%
FFIC
162
First Fiduciary Investment Counsel
Ohio
$1.54M 60,585 -100 -0.2%
DC
163
Davenport & Co
Virginia
$1.51M 59,455 – –
CL
164
COWA LLC
Oklahoma
$1.49M 58,530 +18,614 +47%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$1.44M 56,674 +21,820 +63%
BFG
166
Beacon Financial Group
Texas
$1.42M 55,838 +13,909 +33%
CF
167
Cyr Financial
Illinois
$1.41M 55,324 +10,632 +24%
ACM
168
Advance Capital Management
Michigan
$1.4M 55,087 +585 +1%
MIH
169
Meitav Investment House
Israel
$1.4M 54,995 -2,780 -5%
SMC
170
Smith, Moore & Co
Missouri
$1.34M 52,893 -2,350 -4%
PAG
171
Private Advisor Group
New Jersey
$1.33M 52,303 -7,622 -13%
RCA
172
Resonant Capital Advisors
Wisconsin
$1.33M 52,283 +7,138 +16%
SWM
173
Scissortail Wealth Management
Oklahoma
$1.3M 50,997 -145 -0.3%
GI
174
GAMMA Investing
California
$1.28M 50,207 -116,688 -70%
ACS
175
Archford Capital Strategies
Illinois
$1.27M 49,954 -2,342 -4%
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