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

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.3K
4
WC
Wolfstich Capital
Massachusetts
$0
5
WCP
Wick Capital Partners
Pennsylvania
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
201
Masso Torrence Wealth Management
New Jersey
$813K – – –
PP
202
Prosperity Planning
Missouri
$786K -$768K – –
BCM
203
Brookstone Capital Management
Illinois
$770K +$51 +2 +0%
OMC
204
Old Mission Capital
Illinois
$750K +$750K +29,521 New
LF
205
Lee Financial
Texas
$735K – – –
JCM
206
Jacobi Capital Management
Pennsylvania
$730K +$30.9K +1,216 +4%
4WM
207
4J Wealth Management
Virginia
$717K +$82.6K +3,250 +13%
BAM
208
Belpointe Asset Management
Nevada
$707K +$105K +4,131 +17%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$702K – – –
AGP
210
Autumn Glory Partners
Texas
$682K +$788 +31 +0.1%
BBNB
211
Baker Boyer National Bank
Washington
$681K +$6.08K +239 +0.9%
Comerica Bank
212
Comerica Bank
Texas
$670K -$227K -8,931 -25%
SWP
213
Summit Wealth Partners
Florida
$662K +$1.35K +53 +0.2%
DWT
214
Dorsey & Whitney Trust
South Dakota
$661K – – –
TFS
215
Thoroughbred Financial Services
Tennessee
$658K -$38.7K -1,524 -6%
MML Investors Services
216
MML Investors Services
Massachusetts
$639K +$98K +3,853 +18%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$628K -$66.3K -2,610 -10%
SWM
218
Stockman Wealth Management
Montana
$623K -$5.95K -234 -0.9%
DSC
219
Duncker Streett & Co
Missouri
$606K – – –
AWAU
220
Alliance Wealth Advisors (Utah)
Utah
$606K +$606K +23,831 New
Baird Financial Group
221
Baird Financial Group
Wisconsin
$589K -$22.1K -869 -4%
DWM
222
DecisionMap Wealth Management
Virginia
$573K +$148K +5,831 +35%
SFO
223
Stokes Family Office
Louisiana
$571K – – –
DP
224
Dearborn Partners
Illinois
$571K +$35.7K +1,406 +7%
BL
225
Balentine LLC
Georgia
$562K +$356K +13,991 +172%
7 8
9
10 11