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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
4.98%
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
Bank of America
1
Bank of America
North Carolina
$208M +$8.37M +329,228 +4%
Morgan Stanley
2
Morgan Stanley
New York
$112M +$8.26M +325,179 +8%
CIA
3
Capital Investment Advisors
Georgia
$87.2M +$5.01M +197,278 +6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$84.6M +$17.5M +690,192 +26%
CAI
5
Capital Advisors Inc
Oklahoma
$82M +$3.75M +147,529 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$68M +$3.14M +123,510 +5%
VBFG
7
Vishria Bird Financial Group
Tennessee
$66.5M +$66.2M +2,604,008 New
Lido Advisors
8
Lido Advisors
California
$61.4M +$7.47M +293,727 +14%
UBS Group
9
UBS Group
Switzerland
$57.4M +$5.22M +205,545 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$50.7M +$1.96M +76,924 +4%
LPL Financial
11
LPL Financial
California
$48.2M +$3.2M +125,906 +7%
Wells Fargo
12
Wells Fargo
California
$43.2M +$1.92M +75,454 +5%
WIC
13
Woodmont Investment Counsel
Tennessee
$41.5M -$1.87M -73,686 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$41.5M +$5.4M +212,363 +15%
HCM
15
Hengehold Capital Management
Ohio
$34.7M +$788K +30,987 +2%
SL
16
Summitry LLC
California
$34.5M +$456K +17,944 +1%
GWA
17
Gratus Wealth Advisors
Virginia
$32.3M +$817K +32,145 +3%
Ameriprise
18
Ameriprise
Minnesota
$31.1M -$9.36M -368,311 -23%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$30.8M +$2.66M +104,623 +10%
KCM
20
Kathmere Capital Management
Pennsylvania
$30.7M +$3.38M +133,007 +12%
SIC
21
Sigma Investment Counselors
Michigan
$30.5M +$988K +38,885 +3%
KA
22
Klingman & Associates
New York
$29.6M +$1.22M +47,883 +4%
HCM
23
Howland Capital Management
Massachusetts
$28.8M +$2.77M +109,146 +11%
RW
24
RVW Wealth
California
$25M +$351K +13,791 +1%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$24.3M +$787K +30,972 +3%