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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
42
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$95.4M
2
CAI
2
Capital Advisors Inc
Oklahoma
$41.5M
3
KA
3
Klingman & Associates
New York
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
AF
5
Arrow Financial
New York
$7.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.2M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$11M
4
CTC
4
Central Trust Company
Missouri
$355K
5
CPIA
5
Cornell Pochily Investment Advisors
New York
$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
26
Legacy CG
Texas
$3.08M +$68.5K +2,745 +2%
4FG
27
4Thought Financial Group
New York
$3.04M +$21.6K +864 +0.7%
GPA
28
Guidance Point Advisors
Massachusetts
$2.73M +$1.52M +60,791 +126%
Ameriprise
29
Ameriprise
Minnesota
$2.6M +$89.9K +3,600 +4%
PWM
30
Praetorian Wealth Management
California
$2.39M +$258K +10,338 +12%
Stifel Financial
31
Stifel Financial
Missouri
$2.28M +$50.1K +2,008 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.09M +$58.9K +2,361 +3%
RJA
33
Raymond James & Associates
Florida
$2.02M -$28.5K -1,140 -1%
SC
34
Saiph Capital
New Jersey
$1.99M +$1.99M +79,843 New
KNW
35
Kesler Norman & Wride
Utah
$1.8M +$10.1K +405 +0.6%
Truist Financial
36
Truist Financial
North Carolina
$1.69M +$854K +34,203 +102%
WI
37
WrapManager Inc
California
$1.68M -$29.8K -1,195 -2%
ABC
38
Associated Banc-Corp
Wisconsin
$1.68M +$350K +14,030 +26%
UCFA
39
United Capital Financial Advisors
Texas
$1.64M -$121K -4,847 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.64M -$182K -7,288 -10%
CA
41
CGN Advisors
Kansas
$1.51M +$249K +9,993 +20%
BCPWM
42
Bradley & Co Private Wealth Management
Florida
$1.11M +$109K +4,359 +11%
LPT
43
Legacy Private Trust
Wisconsin
$918K +$918K +36,770 New
ACS
44
Archford Capital Strategies
Illinois
$878K +$24.3K +972 +3%
LHC
45
Little House Capital
Massachusetts
$861K +$301K +12,062 +54%
FNB
46
Farmers National Bank
Kentucky
$858K +$120K +4,806 +16%
ISB
47
Iowa State Bank
Iowa
$840K -$219K -8,792 -21%
CPIA
48
Cornell Pochily Investment Advisors
New York
$773K -$313K -12,558 -29%
LF
49
Lee Financial
Texas
$721K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$668K -$128K -5,137 -16%
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