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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JHCP
276
Jackson Hole Capital Partners
Oklahoma
– – -1,920 Closed
ASN
277
Advisory Services Network
Georgia
– – -1,000 Closed
RIM
278
Rockbridge Investment Management
New York
– – -898 Closed
BFPW
279
BOK Financial Private Wealth
Colorado
– – -45 Closed
HGERS
280
Householder Group Estate & Retirement Specialist
Arizona
– – -20 Closed
CFGS
281
Concourse Financial Group Securities
Alabama
– – – –
8 9 10 11
12