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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.2M
2
Bank of America
2
Bank of America
North Carolina
$29.9M
3
SIC
3
Sigma Investment Counselors
Michigan
$19.7M
4
CIA
4
Capital Investment Advisors
Georgia
$19.7M
5
AIA
5
Arcadia Investment Advisors
Idaho
$5.24M

Top Sellers

1
PPWM
1
PFG Private Wealth Management
Florida
$4.85M
2
RJA
2
Raymond James & Associates
Florida
$2.26M
3
Jane Street
3
Jane Street
New York
$1.16M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
Truist Financial
5
Truist Financial
North Carolina
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.36M -$102K -3,620 -4%
RJA
27
Raymond James & Associates
Florida
$2.26M -$1.54M -54,440 -41%
PWM
28
Praetorian Wealth Management
California
$2.1M +$191K +6,737 +10%
KNW
29
Kesler Norman & Wride
Utah
$2.02M +$31.8K +1,123 +2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.96M +$111K +3,927 +6%
WI
31
WrapManager Inc
California
$1.94M +$74.7K +2,638 +4%
AC
32
Avestar Capital
New York
$1.7M -$301K -10,638 -15%
BCPWM
33
Bradley & Co Private Wealth Management
Florida
$1.63M -$24.2K -856 -1%
CA
34
CGN Advisors
Kansas
$1.6M +$190K +6,704 +13%
Citigroup
35
Citigroup
New York
$1.33M +$1.33M +47,000 New
ABC
36
Associated Banc-Corp
Wisconsin
$1.25M +$50.3K +1,780 +4%
Jane Street
37
Jane Street
New York
$1.16M -$1.34M -47,379 -54%
Truist Financial
38
Truist Financial
North Carolina
$1.12M -$602K -21,288 -35%
CTC
39
Central Trust Company
Missouri
$991K +$155K +5,467 +18%
ISB
40
Iowa State Bank
Iowa
$979K +$26.7K +945 +3%
LF
41
Lee Financial
Texas
$818K – – –
LHC
42
Little House Capital
Massachusetts
$737K -$12.2K -431 -2%
FNB
43
Farmers National Bank
Kentucky
$729K +$392K +13,850 +116%
ACS
44
Archford Capital Strategies
Illinois
$667K +$30.1K +1,064 +5%
ADL
45
Asset Dedication LLC
California
$640K – – –
AF
46
Arrow Financial
New York
$481K +$52.8K +1,866 +12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$449K +$221K +7,798 +97%
CWS
48
Cypress Wealth Services
California
$446K – – –
SWM
49
Segment Wealth Management
Texas
$444K +$444K +15,700 New
Mariner
50
Mariner
Kansas
$413K +$254 +9 +0.1%
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