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iShares iBonds Dec 2028 Term Corporate ETF

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
201
Prosperity Planning
Missouri
$768K -$655K
BCM
202
Brookstone Capital Management
Illinois
$765K +$22.5K +890 +3%
NA
203
Nestegg Advisors
New York
$750K -$536K -21,218 -42%
LF
204
Lee Financial
Texas
$730K
WCP
205
Wick Capital Partners
Pennsylvania
$702K +$702K +27,788 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$697K +$665K +26,344 +2,089%
JCM
207
Jacobi Capital Management
Pennsylvania
$694K +$87K +3,446 +14%
TFS
208
Thoroughbred Financial Services
Tennessee
$692K +$146K +5,797 +27%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$690K
AGP
210
Autumn Glory Partners
Texas
$677K +$50.5K +2,000 +8%
BBNB
211
Baker Boyer National Bank
Washington
$671K +$13.1K +520 +2%
DWT
212
Dorsey & Whitney Trust
South Dakota
$657K
SWP
213
Summit Wealth Partners
Florida
$656K +$884 +35 +0.1%
4WM
214
4J Wealth Management
Virginia
$631K +$110K +4,340 +21%
SWM
215
Stockman Wealth Management
Montana
$625K +$71.8K +2,844 +13%
HPC
216
HM Payson & Co
Maine
$614K +$291K +11,539 +90%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$607K -$4.07K -161 -0.7%
DSC
218
Duncker Streett & Co
Missouri
$603K
BAM
219
Belpointe Asset Management
Nevada
$598K +$116K +4,574 +24%
GHA
220
Granite Harbor Advisors
Texas
$589K -$321K -12,712 -35%
SFO
221
Stokes Family Office
Louisiana
$567K +$29.6K +1,170 +5%
JBA
222
Johnson Bixby & Associates
Washington
$559K +$9.04K +358 +2%
RBC
223
Roble Belko & Company
Pennsylvania
$554K +$70.9K +2,806 +15%
MA
224
Mutual Advisors
Nebraska
$553K +$1.11K +44 +0.2%
MML Investors Services
225
MML Investors Services
Massachusetts
$537K +$87.8K +3,479 +20%