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iShares iBonds Dec 2028 Term Corporate ETF

411 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 55

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $2.31B → $2.82B (+$517M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more funds holding

Funds holding: 379411 (+32)

3.12% more ownership

Funds ownership: 73.5%76.62% (+3.1%)

Holders
411
Holders Change
+32
Holders Change %
+8.44%
% of All Funds
5%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
60
Increased
248
Reduced
55
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$1.34M -$80.4K -3,157 -6%
FCH
202
Freestone Capital Holdings
Washington
$1.33M +$213K +8,368 +19%
ACS
203
Archford Capital Strategies
Illinois
$1.3M +$637 +25 +0%
WB
204
WesBanco Bank
West Virginia
$1.3M +$1.3M +51,091 New
CA
205
Clearstead Advisors
Ohio
$1.28M -$3.01K -118 -0.2%
BSSFA
206
Baron Silver Stevens Financial Advisors
Florida
$1.27M +$10K +394 +0.8%
AG
207
AlTi Global
New York
$1.27M +$250K +9,825 +25%
FNBTCON
208
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M
FFA
209
Farther Finance Advisors
California
$1.24M +$951K +37,351 +327%
MBT
210
Montecito Bank & Trust
California
$1.23M +$119K +4,665 +11%
BSAM
211
Blue Square Asset Management
New York
$1.21M +$217K +8,520 +22%
VWM
212
Valley Wealth Managers
New Jersey
$1.2M +$28.7K +1,125 +2%
FNB
213
Farmers National Bank
Kentucky
$1.19M +$23.9K +937 +2%
1L
214
10Elms LLP
Oklahoma
$1.19M
Bank of New York Mellon
215
Bank of New York Mellon
New York
$1.13M +$94.5K +3,711 +9%
APW
216
Austin Private Wealth
Texas
$1.13M +$53.1K +2,083 +5%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$1.12M +$290K +11,400 +35%
TF
218
Threadgill Financial
Texas
$1.07M +$521K +20,471 New
CPWM
219
Cypress Point Wealth Management
Texas
$1.02M +$1.02M +40,000 New
AWM
220
Alterna Wealth Management
Texas
$1M +$110K +4,310 +12%
TCM
221
TABR Capital Management
California
$984K +$616K +24,197 +168%
BC
222
Barrett & Company
Rhode Island
$967K +$154K +6,035 +19%
JCM
223
Jacobi Capital Management
Pennsylvania
$945K +$98.9K +3,883 +12%
BAM
224
Belpointe Asset Management
Nevada
$944K +$107K +4,187 +13%
KPWS
225
Kestra Private Wealth Services
Texas
$929K +$255K +10,003 +38%