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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

82 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
40
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGIA
1
Matthew Goff Investment Advisor
Texas
$6.35M
2
AIA
2
Arcadia Investment Advisors
Idaho
$3.89M
3
CIA
3
Capital Investment Advisors
Georgia
$18M
4
SIC
4
Sigma Investment Counselors
Michigan
$17.5M
5
Jane Street
5
Jane Street
New York
$2.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.45M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
AAM
4
Autus Asset Management
Arizona
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.5M 87,119 -4,111 -5%
Stifel Financial
27
Stifel Financial
Missouri
$2.42M 84,295 +812 +1%
AC
28
Avestar Capital
New York
$2.02M 70,653 +15,472 +28%
KNW
29
Kesler Norman & Wride
Utah
$2.02M 70,359 +3,546 +5%
PWM
30
Praetorian Wealth Management
California
$1.93M 67,359 +6,886 +11%
WI
31
WrapManager Inc
California
$1.89M 65,777 -1,530 -2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.87M 65,152 +392 +0.6%
Truist Financial
33
Truist Financial
North Carolina
$1.74M 60,814 – –
BCPWM
34
Bradley & Co Private Wealth Management
Florida
$1.68M 58,475 – –
CA
35
CGN Advisors
Kansas
$1.43M 49,887 +1,744 +4%
ABC
36
Associated Banc-Corp
Wisconsin
$1.21M 42,235 +650 +2%
ISB
37
Iowa State Bank
Iowa
$964K 33,657 +6,259 +23%
FIM
38
Freedom Investment Management
Connecticut
$881K 30,750 +497 +2%
CTC
39
Central Trust Company
Missouri
$847K 29,574 +2,000 +7%
LF
40
Lee Financial
Texas
$828K 28,900 – –
LHC
41
Little House Capital
Massachusetts
$758K 26,472 -530 -2%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$728K 25,406 -2,025 -7%
ADL
43
Asset Dedication LLC
California
$650K 22,679 -14 -0.1%
ACS
44
Archford Capital Strategies
Illinois
$644K 22,493 +1,652 +8%
AMM
45
American Money Management
California
$560K 19,532 +19,532 New
CWS
46
Cypress Wealth Services
California
$452K 15,779 – –
AF
47
Arrow Financial
New York
$433K 15,142 +1,382 +10%
Mariner
48
Mariner
Kansas
$418K 14,605 +6 +0%
CA
49
Cetera Advisors
Colorado
$417K 14,547 +358 +3%
FNB
50
Farmers National Bank
Kentucky
$352K 11,920 +11,920 New
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