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iShares iBonds Dec 2028 Term Corporate ETF

379 hedge funds and large institutions have $2.31B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 224 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 60

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$174M)

5% more funds holding

Funds holding: 361379 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.74% less ownership

Funds ownership: 74.25%73.5% (-0.74%)

Holders
379
Holders Change
+18
Holders Change %
+4.99%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
42
Increased
224
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
151
Evergreen Wealth Solutions
Pennsylvania
$1.97M +$10.8K +424 +0.6%
CWM
152
Cabot Wealth Management
Massachusetts
$1.95M +$67.6K +2,661 +4%
FFG
153
Foundry Financial Group
New Hampshire
$1.94M +$315K +12,394 +20%
BlackRock
154
BlackRock
New York
$1.93M +$101K +3,970 +6%
CCM
155
Coldstream Capital Management
Washington
$1.89M +$19K +748 +1%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$1.87M +$190K +7,471 +11%
WMWM
157
Wilkins Miller Wealth Management
Alabama
$1.84M -$36.3K -1,429 -2%
MSWM
158
McGlone Suttner Wealth Management
Wisconsin
$1.8M +$59.3K +2,335 +3%
SWM
159
Segment Wealth Management
Texas
$1.78M +$79K +3,110 +5%
BFG
160
Beacon Financial Group
Texas
$1.75M +$328K +12,900 +23%
FCM
161
Fortis Capital Management
Washington
$1.73M +$135K +5,293 +8%
RWP
162
Reliant Wealth Planning
Kentucky
$1.72M
BFS
163
BridgePort Financial Solutions
Iowa
$1.69M +$3.69K +145 +0.2%
KNW
164
Kesler Norman & Wride
Utah
$1.67M -$1.46M -57,318 -46%
FWMM
165
Foundation Wealth Management (Missouri)
Missouri
$1.66M +$70.5K +2,773 +4%
MIH
166
Meitav Investment House
Israel
$1.66M +$258K +10,145 +18%
DWM
167
Drive Wealth Management
Utah
$1.59M -$8.29K -326 -0.5%
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$1.59M +$17.8K +700 +1%
FFIC
169
First Fiduciary Investment Counsel
Ohio
$1.56M +$13.2K +520 +0.9%
CL
170
COWA LLC
Oklahoma
$1.56M +$62.7K +2,468 +4%
DC
171
Davenport & Co
Virginia
$1.52M
IA
172
IFG Advisory
Georgia
$1.52M +$1.51M +59,429 New
SFB
173
STAR Financial Bank
Indiana
$1.48M -$1.79M -70,520 -55%
CA
174
CGN Advisors
Kansas
$1.47M -$290K -11,399 -17%
CF
175
Cyr Financial
Illinois
$1.44M +$25.2K +990 +2%