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iShares iBonds Dec 2028 Term Corporate ETF

421 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 254 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 73

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 411421 (+10)

1% more capital invested

Capital invested by funds: $2.82B → $2.84B (+$16.9M)

2.1% less ownership

Funds ownership: 76.62%74.52% (-2.1%)

Holders
421
Holders Change
+10
Holders Change %
+2.43%
% of All Funds
5.18%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
38
Increased
254
Reduced
73
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
176
Wilkins Miller Wealth Management
Alabama
$1.9M -$123K -4,854 -6%
WFMPM
177
Woodley Farra Manion Portfolio Management
Indiana
$1.89M +$202K +7,943 +12%
BFG
178
Beacon Financial Group
Texas
$1.88M -$17.4K -686 -0.9%
IAN
179
Integrated Advisors Network
Texas
$1.85M +$252K +9,913 +16%
FFIC
180
First Fiduciary Investment Counsel
Ohio
$1.84M -$53.8K -2,117 -3%
EH
181
Equitable Holdings
New York
$1.76M +$119K +4,663 +7%
RWM
182
Riverchase Wealth Management
Texas
$1.75M +$69.9K +2,748 +4%
RWP
183
Reliant Wealth Planning
Kentucky
$1.74M +$15K +588 +0.9%
FCM
184
Fortis Capital Management
Washington
$1.72M -$10.5K -413 -0.6%
JBC
185
Jefferson Bridge Capital
Tennessee
$1.71M +$28.7K +1,127 +2%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$1.67M +$978K +38,476 +139%
MIH
187
Meitav Investment House
Israel
$1.66M -$79.8K -3,138 -5%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$1.65M +$21.1K +831 +1%
SWM
189
Scissortail Wealth Management
Oklahoma
$1.64M +$234K +9,214 +17%
IAA
190
Independent Advisor Alliance
North Carolina
$1.62M +$1.63M +64,012 New
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$1.62M
TC
192
TFR Capital
Texas
$1.61M +$149K +5,867 +10%
PGAM
193
Princeton Global Asset Management
New Jersey
$1.6M +$38.9K +1,528 +2%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$1.58M +$3.89K +153 +0.2%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$1.57M +$450K +17,689 +40%
KPWS
196
Kestra Private Wealth Services
Texas
$1.52M +$601K +23,646 +65%
DC
197
Davenport & Co
Virginia
$1.51M
ACM
198
Advance Capital Management
Michigan
$1.5M +$69K +2,715 +5%
OPOWM
199
One Plus One Wealth Management
Florida
$1.5M +$80K +3,144 +6%
BFS
200
BridgePort Financial Solutions
Iowa
$1.48M -$71.3K -2,805 -5%