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iShares iBonds Dec 2028 Term Corporate ETF

373 hedge funds and large institutions have $2.27B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 219 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
201
Consolidated Portfolio Review Corp
New York
$964K
HW
202
HORAN Wealth
Ohio
$961K
LHC
203
Little House Capital
Massachusetts
$955K
PWA
204
Provenance Wealth Advisors
Florida
$917K
MFG
205
Mendota Financial Group
Wisconsin
$907K
AWM
206
Alterna Wealth Management
Texas
$893K
JCM
207
Jacobi Capital Management
Pennsylvania
$848K
BAM
208
Belpointe Asset Management
Nevada
$839K
Neuberger Berman Group
209
Neuberger Berman Group
New York
$831K
MTWM
210
Masso Torrence Wealth Management
New Jersey
$817K
BC
211
Barrett & Company
Rhode Island
$816K
BCM
212
Brookstone Capital Management
Illinois
$811K
PP
213
Prosperity Planning
Missouri
$789K
MIM
214
MTM Investment Management
South Carolina
$755K
EH
215
Equitable Holdings
New York
$750K
Baird Financial Group
216
Baird Financial Group
Wisconsin
$740K
LF
217
Lee Financial
Texas
$738K
MML Investors Services
218
MML Investors Services
Massachusetts
$728K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$724K
Comerica Bank
220
Comerica Bank
Texas
$705K
AGP
221
Autumn Glory Partners
Texas
$701K
TFS
222
Thoroughbred Financial Services
Tennessee
$678K
KPWS
223
Kestra Private Wealth Services
Texas
$677K
SWP
224
Summit Wealth Partners
Florida
$666K
DWT
225
Dorsey & Whitney Trust
South Dakota
$664K