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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$226M +$140M +5,503,912 +166%
Bank of America
2
Bank of America
North Carolina
$221M +$13.4M +526,335 +6%
AF
3
Align Financial
Minnesota
$121M +$3.09M +121,436 New
Morgan Stanley
4
Morgan Stanley
New York
$117M +$5.5M +216,028 +5%
CIA
5
Capital Investment Advisors
Georgia
$92.4M +$5.5M +215,874 +6%
CAI
6
Capital Advisors Inc
Oklahoma
$84.1M +$2.33M +91,525 +3%
UBS Group
7
UBS Group
Switzerland
$77.2M +$20M +783,385 +35%
Raymond James Financial
8
Raymond James Financial
Florida
$75.7M +$7.95M +312,261 +12%
Lido Advisors
9
Lido Advisors
California
$61.7M +$347K +13,641 +0.6%
HPC
10
HM Payson & Co
Maine
$58.3M +$57.2M +2,246,627 +5,154%
LPL Financial
11
LPL Financial
California
$57.7M +$9.62M +377,678 +20%
Wells Fargo
12
Wells Fargo
California
$47.2M +$4.16M +163,468 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$46.1M +$4.75M +186,654 +11%
WIC
14
Woodmont Investment Counsel
Tennessee
$41.4M -$3.08K -121 -0%
Ameriprise
15
Ameriprise
Minnesota
$40.9M +$9.93M +389,640 +32%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$36.8M +$6.13M +240,759 +20%
HCM
17
Hengehold Capital Management
Ohio
$35.7M +$1.08M +42,545 +3%
SL
18
Summitry LLC
California
$35.4M +$986K +38,688 +3%
GWA
19
Gratus Wealth Advisors
Virginia
$33.1M +$921K +36,163 +3%
KA
20
Klingman & Associates
New York
$32.2M +$2.69M +105,454 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32.1M -$18.5M -724,288 -36%
SIC
22
Sigma Investment Counselors
Michigan
$31.8M +$1.41M +55,529 +5%
KCM
23
Kathmere Capital Management
Pennsylvania
$30.4M -$171K -6,699 -0.6%
HCM
24
Howland Capital Management
Massachusetts
$30.3M +$1.63M +63,919 +6%
RW
25
RVW Wealth
California
$27.7M +$2.76M +108,285 +11%