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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
4.98%
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
SMC
176
Smith, Moore & Co
Missouri
$1.43M +$83.1K +3,271 +6%
BFA
177
Beaumont Financial Advisors
Massachusetts
$1.42M +$1.42M +55,731 New
ACM
178
Advance Capital Management
Michigan
$1.42M +$15.6K +614 +1%
OPOWM
179
One Plus One Wealth Management
Florida
$1.42M +$1.41M +55,617 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.36M -$83.8K -3,298 -6%
GCG
181
Gilbert Capital Group
Maine
$1.36M +$38.8K +1,525 +3%
SWM
182
Scissortail Wealth Management
Oklahoma
$1.32M +$17.4K +685 +1%
ACS
183
Archford Capital Strategies
Illinois
$1.31M +$32.4K +1,275 +3%
PAG
184
Private Advisor Group
New Jersey
$1.3M -$31.2K -1,229 -2%
FMWA
185
Forvis Mazars Wealth Advisors
Missouri
$1.3M +$75.2K +2,960 +6%
CA
186
Clearstead Advisors
Ohio
$1.29M +$52.1K +2,051 +4%
PGAM
187
Princeton Global Asset Management
New Jersey
$1.28M +$126K +4,945 +11%
FNBTCON
188
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M
GHA
189
Granite Harbor Advisors
Texas
$1.27M +$7.63K +300 +0.6%
BSSFA
190
Baron Silver Stevens Financial Advisors
Florida
$1.26M +$16.9K +664 +1%
WFMPM
191
Woodley Farra Manion Portfolio Management
Indiana
$1.2M +$178K +7,004 +17%
CSP
192
Cary Street Partners
Virginia
$1.19M +$124K +4,897 +12%
1L
193
10Elms LLP
Oklahoma
$1.19M +$33K +1,300 +3%
FNB
194
Farmers National Bank
Kentucky
$1.17M +$61.9K +2,437 +6%
VWM
195
Valley Wealth Managers
New Jersey
$1.17M -$49.5K -1,948 -4%
FCH
196
Freestone Capital Holdings
Washington
$1.12M +$1.11M +43,798 New
MBT
197
Montecito Bank & Trust
California
$1.12M +$1.11M +43,725 New
HPC
198
HM Payson & Co
Maine
$1.11M +$31.1K +1,225 +3%
Citadel Advisors
199
Citadel Advisors
Florida
$1.1M -$23.2M -913,328 -96%
APW
200
Austin Private Wealth
Texas
$1.08M +$30.1K +1,185 +3%