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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
1
Gratus Wealth Advisors
Virginia
$25.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$45M
4
ACM
4
Advisors Capital Management
New Jersey
$15.3M
5
NA
5
NewEdge Advisors
Louisiana
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
251
JPMorgan Chase & Co
New York
$29.5K +$29.5K +1,185 New
PA
252
PSI Advisors
Florida
$24.9K – – –
CT
253
Colonial Trust
South Carolina
$19.9K +$19.9K +800 New
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$18.6K +$18.6K +753 New
AF
255
Advisornet Financial
Minnesota
$18.1K +$149 +6 +0.8%
GBT
256
Grove Bank & Trust
Florida
$16.2K – – –
BCWM
257
Bartlett & Co Wealth Management
Ohio
$14.9K – – –
HPC
258
HM Payson & Co
Maine
$9.96K +$9.96K +400 New
Jones Financial Companies
259
Jones Financial Companies
Missouri
$9.79K +$9.79K +393 New
MHR
260
Matthew Hamilton Rosenberg
$4.57K – – –
MFT
261
Moisand Fitzgerald Tamayo
Florida
$2.62K – – –
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$2.19K +$2.19K +88 New
CWC
263
Carolinas Wealth Consulting
North Carolina
$847 +$847 +34 New
Fidelity Investments
264
Fidelity Investments
Massachusetts
$25 +$25 +1 New
AWA
265
Alaska Wealth Advisors
Alaska
$4 -$4 – –
GBWM
266
Granite Bay Wealth Management
New Hampshire
– -$9.71M -400,000 Closed
SWA
267
Stratos Wealth Advisors
Ohio
– -$5.16M -205,581 Closed
NL
268
NWAM LLC
Washington
– -$758K -30,211 Closed
AWM
269
AE Wealth Management
Kansas
– -$648K -25,954 Closed
DWA
270
Delap Wealth Advisory
Oregon
– -$399K -15,892 Closed
SC
271
Saiph Capital
New Jersey
– -$351K -13,978 Closed
SIM
272
Stratos Investment Management
Ohio
– -$313K -12,480 Closed
AMM
273
American Money Management
California
– -$207K -8,262 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
– -$206K -8,203 Closed
LA
275
LM Advisors
California
– -$51.1K -2,035 Closed
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