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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
276
Eastern Bank
Massachusetts
$21.6K +$21.6K +845 New
HIA
277
Harbor Investment Advisory
Maryland
$20.8K – – –
CT
278
Colonial Trust
South Carolina
$20.4K – – –
AF
279
Advisornet Financial
Minnesota
$19K +$230 +9 +1%
BFO
280
Biltmore Family Office
North Carolina
$16.6K – – –
BCWM
281
Bartlett & Co Wealth Management
Ohio
$15.3K – – –
AWM
282
Abound Wealth Management
Tennessee
$15.1K +$15.1K +590 New
YDMI
283
Y.D. More Investments
Israel
$12.8K – – –
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$12.5K +$10.3K +402 +457%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$10.4K +$77 +3 +0.7%
FPB
286
First PREMIER Bank
South Dakota
$8K – – –
LCM
287
Logan Capital Management
Pennsylvania
$6.33K +$6.33K +248 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$3.83K – – –
BlackRock
289
BlackRock
New York
$3.57K – – –
MFT
290
Moisand Fitzgerald Tamayo
Florida
$2.68K – – –
CAL
291
Capital Analysts LLC
Pennsylvania
$1K +$1K +22 New
CWC
292
Carolinas Wealth Consulting
North Carolina
$869 – – –
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
– -$6.67M -269,287 Closed
APP
294
Avantax Planning Partners
Iowa
– -$2.14M -86,427 Closed
Jane Street
295
Jane Street
New York
– -$1.96M -79,062 Closed
DWA
296
Delap Wealth Advisory
Oregon
– -$394K -15,892 Closed
ACGA
297
Atlanta Consulting Group Advisors
Georgia
– -$279K -11,260 Closed
MCM
298
Morton Capital Management
California
– -$252K -10,170 Closed
ISB
299
Iowa State Bank
Iowa
– -$201K -8,127 Closed
ATPW
300
Ashton Thomas Private Wealth
Arizona
– -$104K -4,212 Closed
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