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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
+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
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$1.62M +$807K +31,942 +99%
SWM
152
Segment Wealth Management
Texas
$1.62M -$9.6K -380 -0.6%
DWM
153
Drive Wealth Management
Utah
$1.62M +$1.62M +64,012 New
FWMM
154
Foundation Wealth Management (Missouri)
Missouri
$1.58M +$85.9K +3,400 +6%
FFIC
155
First Fiduciary Investment Counsel
Ohio
$1.53M -$3.16K -125 -0.2%
PAG
156
Private Advisor Group
New Jersey
$1.51M +$51.3K +2,029 +4%
MSWM
157
McGlone Suttner Wealth Management
Wisconsin
$1.51M +$266K +10,530 +21%
DC
158
Davenport & Co
Virginia
$1.5M +$1.5M +59,455 New
RWP
159
Reliant Wealth Planning
Kentucky
$1.46M -$9.14K -362 -0.6%
GWCM
160
Godshalk Welsh Capital Management
Pennsylvania
$1.46M +$408K +16,150 +39%
MIH
161
Meitav Investment House
Israel
$1.46M -$84.4K -3,344 -5%
SMC
162
Smith, Moore & Co
Missouri
$1.4M +$45.5K +1,802 +3%
ACM
163
Advance Capital Management
Michigan
$1.38M +$212K +8,404 +18%
ACS
164
Archford Capital Strategies
Illinois
$1.32M -$21.9K -865 -2%
BlackRock
165
BlackRock
New York
$1.31M +$604K +23,898 +85%
MWM
166
Meridian Wealth Management
Kentucky
$1.31M +$297K +11,772 +29%
SWM
167
Scissortail Wealth Management
Oklahoma
$1.29M -$80.7K -3,193 -6%
RPC
168
Rossmore Private Capital
Connecticut
$1.26M +$1.26M +49,785 New
FNBTCON
169
First National Bank & Trust Co of Newtown
Pennsylvania
$1.25M +$1.25M +49,640 New
FMWA
170
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$236K +9,350 +24%
VWM
171
Valley Wealth Managers
New Jersey
$1.21M -$29.1K -1,153 -2%
BMM
172
Buffington Mohr McNeal
Idaho
$1.19M +$835K +33,052 +237%
SPC
173
Sigma Planning Corp
Michigan
$1.18M +$1.18M +46,797 New
MBT
174
Montecito Bank & Trust
California
$1.18M +$7.05K +279 +0.6%
CA
175
Clearstead Advisors
Ohio
$1.16M +$15.3K +604 +1%