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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

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
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
HCM
3
Hengehold Capital Management
Ohio
$33.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$103M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$66.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
MAS
176
Madden Advisory Services
Florida
$1.27M +$325K +12,774 +34%
FNBTCON
177
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M – – –
GHA
178
Granite Harbor Advisors
Texas
$1.25M +$661K +26,011 +112%
BSSFA
179
Baron Silver Stevens Financial Advisors
Florida
$1.24M +$348K +13,696 +39%
SPC
180
Sigma Planning Corp
Michigan
$1.23M +$45.2K +1,778 +4%
CA
181
Clearstead Advisors
Ohio
$1.23M +$59K +2,321 +5%
FMWA
182
Forvis Mazars Wealth Advisors
Missouri
$1.21M – – –
VWM
183
Valley Wealth Managers
New Jersey
$1.21M +$229 +9 +0%
WCP
184
Wick Capital Partners
Pennsylvania
$1.19M -$4.54M -22,023 -79%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$1.17M +$1.17M +46,186 New
1L
186
10Elms LLP
Oklahoma
$1.15M +$87.3K +3,435 +8%
PGAM
187
Princeton Global Asset Management
New Jersey
$1.15M +$12.8K +505 +1%
FNB
188
Farmers National Bank
Kentucky
$1.11M +$5.26K +207 +0.5%
CSP
189
Cary Street Partners
Virginia
$1.07M +$63.4K +2,495 +6%
APW
190
Austin Private Wealth
Texas
$1.04M +$94.5K +3,719 +10%
WFMPM
191
Woodley Farra Manion Portfolio Management
Indiana
$1.02M +$730K +28,704 +250%
BSAM
192
Blue Square Asset Management
New York
$1.01M +$4.19K +165 +0.4%
AG
193
AlTi Global
New York
$1.01M – – –
HS
194
Horan Securities
United States
$959K – – –
PWA
195
Provenance Wealth Advisors
Florida
$940K -$65.4K -2,571 -6%
LHC
196
Little House Capital
Massachusetts
$930K -$10K -395 -1%
CPRC
197
Consolidated Portfolio Review Corp
New York
$904K +$67.6K +2,659 +8%
RFC
198
Regions Financial Corp
Alabama
$898K +$66K +2,598 +8%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$896K +$35.9K +1,412 +4%
AWM
200
Alterna Wealth Management
Texas
$886K +$592K +23,281 +201%
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8
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