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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
4.97%
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
AWAU
201
Alliance Wealth Advisors (Utah)
Utah
$1.04M +$433K +17,034 +71%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$1.04M +$139K +5,462 +15%
FFP
203
FourThought Financial Partners
Florida
$1.04M +$701K +27,588 +212%
AG
204
AlTi Global
New York
$1.02M
BSAM
205
Blue Square Asset Management
New York
$1M -$18.1K -712 -2%
RFC
206
Regions Financial Corp
Alabama
$984K +$81.7K +3,214 +9%
CPRC
207
Consolidated Portfolio Review Corp
New York
$964K +$57.1K +2,247 +6%
HW
208
HORAN Wealth
Ohio
$961K +$957K +37,650 New
LHC
209
Little House Capital
Massachusetts
$955K +$21.1K +830 +2%
PWA
210
Provenance Wealth Advisors
Florida
$917K -$26.5K -1,044 -3%
MFG
211
Mendota Financial Group
Wisconsin
$907K +$904K +35,550 New
AWM
212
Alterna Wealth Management
Texas
$893K +$3.23K +127 +0.4%
JCM
213
Jacobi Capital Management
Pennsylvania
$848K +$115K +4,523 +16%
BAM
214
Belpointe Asset Management
Nevada
$839K +$129K +5,084 +18%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$831K +$200K +7,850 +32%
MTWM
216
Masso Torrence Wealth Management
New Jersey
$817K
BC
217
Barrett & Company
Rhode Island
$816K +$271K +10,676 +50%
BCM
218
Brookstone Capital Management
Illinois
$811K +$37.8K +1,487 +5%
PP
219
Prosperity Planning
Missouri
$789K
MIM
220
MTM Investment Management
South Carolina
$755K +$625K +24,605 +496%
EH
221
Equitable Holdings
New York
$750K +$747K +29,384 New
Baird Financial Group
222
Baird Financial Group
Wisconsin
$740K +$148K +5,839 +25%
LF
223
Lee Financial
Texas
$738K
MML Investors Services
224
MML Investors Services
Massachusetts
$728K +$86.4K +3,401 +14%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$724K +$19.1K +750 +3%