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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.35%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$30.1M
2
Bank of America
2
Bank of America
North Carolina
$191M
3
AWM
3
Apollon Wealth Management
South Carolina
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.4M
5
Truist Financial
5
Truist Financial
North Carolina
$21.4M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
2
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$200K +$128K +5,152 +178%
PFM
277
Phillips Financial Management
Indiana
$187K – – –
JPMorgan Chase & Co
278
JPMorgan Chase & Co
New York
$181K +$152K +6,096 +515%
HBT
279
Hills Bank & Trust
Iowa
$161K +$161K +6,457 New
WSFS
280
Wilmington Savings Fund Society
Delaware
$157K +$157K +6,300 New
BWL
281
Bogart Wealth LLC
Virginia
$154K +$50 +2 +0%
HC
282
Hurley Capital
New York
$153K +$153K +6,154 New
OHWP
283
Oak Harbor Wealth Partners
North Carolina
$135K – – –
MIFH
284
Migdal Insurance & Financial Holdings
Israel
$128K – – –
KHC
285
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
HWA
286
HHM Wealth Advisors
Tennessee
$89.6K +$89.6K +3,600 New
WFA
287
Wells Financial Advisors
Massachusetts
$87.4K – – –
KOCAA
288
Knights of Columbus Asset Advisors
Connecticut
$71.7K – – –
FFA
289
Farther Finance Advisors
California
$67.4K +$174 +7 +0.3%
PWA
290
Physician Wealth Advisors
Utah
$65.2K +$65.2K +2,620 New
OAJ
291
Ogorek Anthony Joseph
New York
$57K +$882 +36 +2%
PTC
292
Private Trust Company
Ohio
$50.8K -$3.91K -157 -7%
TC
293
Trust Company
Kansas
$49.9K – – –
PB
294
Pinnacle Bancorp
Nebraska
$49.8K – – –
S
295
Sachetta
Massachusetts
$49.8K – – –
VHAM
296
Van Hulzen Asset Management
California
$48.1K +$48.1K +1,932 New
FUBT
297
First United Bank & Trust
Maryland
$47.6K +$47.6K +1,913 New
LB
298
Legacy Bridge
Iowa
$47.3K – – –
RF
299
Robbins Farley
New Hampshire
$42.6K +$1.79K +72 +4%
BOJHT
300
Bank of Jackson Hole Trust
Wyoming
$41.9K +$41.9K +1,684 New
10 11
12
13 14