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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

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
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$196M +$2.36M +93,495 +1%
Morgan Stanley
2
Morgan Stanley
New York
$94.5M +$4.82M +190,901 +5%
CIA
3
Capital Investment Advisors
Georgia
$75.5M +$5.12M +202,590 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$73.7M +$5.58M +220,708 +8%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$59.8M +$9.72M +383,831 +19%
ACA
6
Aptus Capital Advisors
Alabama
$59M +$6.55M +259,185 +12%
Raymond James Financial
7
Raymond James Financial
Florida
$58.1M +$8.16M +323,217 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56M +$1.77M +70,032 +3%
UBS Group
9
UBS Group
Switzerland
$53.8M +$3.67M +145,293 +7%
Lido Advisors
10
Lido Advisors
California
$47.2M +$17.6M +698,641 +60%
LPL Financial
11
LPL Financial
California
$46M +$5.07M +200,796 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46M +$3.09M +122,275 +7%
WIC
13
Woodmont Investment Counsel
Tennessee
$41.4M +$2.51M +99,430 +6%
Ameriprise
14
Ameriprise
Minnesota
$39.3M +$11.9M +471,500 +43%
Wells Fargo
15
Wells Fargo
California
$38.2M +$2.4M +95,095 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$34.4M +$1.35M +53,603 +4%
SL
17
Summitry LLC
California
$32.2M +$1.68M +66,465 +6%
GWA
18
Gratus Wealth Advisors
Virginia
$30.6M +$1.34M +53,088 +5%
SIC
19
Sigma Investment Counselors
Michigan
$28.5M +$404K +16,011 +1%
KA
20
Klingman & Associates
New York
$27.8M +$294K +11,649 +1%
KCM
21
Kathmere Capital Management
Pennsylvania
$26M +$2.04M +80,758 +9%
HCM
22
Hengehold Capital Management
Ohio
$25.6M +$2.16M +85,552 +9%
HCM
23
Howland Capital Management
Massachusetts
$24.1M +$736K +29,143 +3%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$24.1M +$2.25M +89,021 +10%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$22.7M +$1.26M +50,033 +6%
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