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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
151
J.W. Cole Advisors
Florida
$2.47M -$212K -8,329 -8%
LFASL
152
Lugano Financial Advisors SA (LFA)
Switzerland
$2.37M
CTA
153
Chesley Taft & Associates
Illinois
$2.37M +$305K +11,957 +15%
Mariner
154
Mariner
Kansas
$2.32M -$393K -15,421 -14%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$2.08M +$1.58M +61,875 +314%
CWM
156
Cabot Wealth Management
Massachusetts
$2.06M +$117K +4,602 +6%
FFG
157
Foundry Financial Group
New Hampshire
$2.06M +$124K +4,887 +6%
WMWM
158
Wilkins Miller Wealth Management
Alabama
$2.03M +$196K +7,705 +11%
MSWM
159
McGlone Suttner Wealth Management
Wisconsin
$2.03M +$239K +9,367 +13%
ACM
160
Arcataur Capital Management
Wisconsin
$2.03M -$20.3K -795 -1%
CL
161
COWA LLC
Oklahoma
$2.02M +$464K +18,200 +30%
EWS
162
Evergreen Wealth Solutions
Pennsylvania
$1.96M -$1.96K -77 -0.1%
BFG
163
Beacon Financial Group
Texas
$1.91M +$158K +6,218 +9%
FFIC
164
First Fiduciary Investment Counsel
Ohio
$1.91M +$352K +13,805 +23%
WI
165
WrapManager Inc
California
$1.9M -$416K -16,315 -18%
CCM
166
Coldstream Capital Management
Washington
$1.88M
FWMM
167
Foundation Wealth Management (Missouri)
Missouri
$1.84M +$182K +7,149 +11%
PAG
168
Private Advisor Group
New Jersey
$1.83M +$531K +20,863 +41%
SWM
169
Segment Wealth Management
Texas
$1.78M +$4.58K +180 +0.3%
MIH
170
Meitav Investment House
Israel
$1.75M +$91.3K +3,586 +6%
FCM
171
Fortis Capital Management
Washington
$1.73M +$13.7K +538 +0.8%
RWP
172
Reliant Wealth Planning
Kentucky
$1.73M +$13.8K +542 +0.8%
WFMPM
173
Woodley Farra Manion Portfolio Management
Indiana
$1.69M +$494K +19,378 +41%
RWM
174
Riverchase Wealth Management
Texas
$1.69M +$1.39M +54,391 +452%
JBC
175
Jefferson Bridge Capital
Tennessee
$1.69M +$1.69M +66,270 New