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iShares iBonds Dec 2028 Term Corporate ETF

357 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, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
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
186
Reduced
73
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
151
Reliant Wealth Planning
Kentucky
$1.72M +$244K +9,609 +17%
MWM
152
Meridian Wealth Management
Kentucky
$1.7M +$384K +15,110 +29%
SWM
153
Segment Wealth Management
Texas
$1.69M +$61.1K +2,405 +4%
BFS
154
BridgePort Financial Solutions
Iowa
$1.68M -$31.8K -1,250 -2%
TWC
155
TD Waterhouse Canada
Ontario, Canada
$1.67M +$504K +19,922 +43%
Osaic Holdings
156
Osaic Holdings
Arizona
$1.66M -$36.2K -1,443 -2%
FFG
157
Foundry Financial Group
New Hampshire
$1.61M -$133K -5,234 -8%
DWM
158
Drive Wealth Management
Utah
$1.59M -$35.6K -1,400 -2%
FWMM
159
Foundation Wealth Management (Missouri)
Missouri
$1.59M +$483 +19 +0%
FCM
160
Fortis Capital Management
Washington
$1.58M -$200K -7,856 -11%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$1.56M -$163K -6,404 -9%
FFIC
162
First Fiduciary Investment Counsel
Ohio
$1.54M -$2.54K -100 -0.2%
DC
163
Davenport & Co
Virginia
$1.51M
CL
164
COWA LLC
Oklahoma
$1.49M +$473K +18,614 +47%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$1.44M +$555K +21,820 +63%
BFG
166
Beacon Financial Group
Texas
$1.42M +$354K +13,909 +33%
CF
167
Cyr Financial
Illinois
$1.41M +$270K +10,632 +24%
ACM
168
Advance Capital Management
Michigan
$1.4M +$14.9K +585 +1%
MIH
169
Meitav Investment House
Israel
$1.4M -$70.6K -2,780 -5%
SMC
170
Smith, Moore & Co
Missouri
$1.34M -$59.7K -2,350 -4%
PAG
171
Private Advisor Group
New Jersey
$1.33M -$194K -7,622 -13%
RCA
172
Resonant Capital Advisors
Wisconsin
$1.33M +$181K +7,138 +16%
SWM
173
Scissortail Wealth Management
Oklahoma
$1.3M -$3.69K -145 -0.3%
GI
174
GAMMA Investing
California
$1.28M -$2.97M -116,688 -70%
ACS
175
Archford Capital Strategies
Illinois
$1.27M -$59.5K -2,342 -4%