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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

103 hedge funds and large institutions have $453M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
13
Increased
47
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$30.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$120M
3
Bank of America
3
Bank of America
North Carolina
$26.9M
4
ACM
4
Advisors Capital Management
New Jersey
$6.94M
5
LPL Financial
5
LPL Financial
California
$11.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.55M
2
LC
2
Legacy CG
Texas
$468K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.51M
4
ISB
4
Iowa State Bank
Iowa
$296K
5
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$3.58M +$464K +19,510 +15%
KF
27
Krilogy Financial
Missouri
$3.16M +$16.2K +682 +0.5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.02M +$2.38M +100,248 +374%
GPA
29
Guidance Point Advisors
Massachusetts
$3.02M +$409K +17,116 +16%
4FG
30
4Thought Financial Group
New York
$2.9M +$1.33K +56 +0%
PWM
31
Praetorian Wealth Management
California
$2.43M +$144K +6,036 +6%
CA
32
CGN Advisors
Kansas
$2.35M +$914K +38,399 +64%
SC
33
Saiph Capital
New Jersey
$2.3M +$403K +16,922 +21%
Stifel Financial
34
Stifel Financial
Missouri
$2.1M -$70.8K -2,976 -3%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.1M +$107K +4,516 +5%
Truist Financial
36
Truist Financial
North Carolina
$2.09M +$486K +20,416 +30%
RJA
37
Raymond James & Associates
Florida
$1.94M +$21.6K +907 +1%
ABC
38
Associated Banc-Corp
Wisconsin
$1.75M +$152K +6,382 +10%
WI
39
WrapManager Inc
California
$1.73M +$123K +5,164 +8%
KNW
40
Kesler Norman & Wride
Utah
$1.6M -$116K -4,895 -7%
OMC
41
Old Mission Capital
Illinois
$1.58M +$1.58M +66,335 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.57M +$14K +587 +0.9%
Wells Fargo
43
Wells Fargo
California
$1.55M -$8.89M -373,743 -85%
UCFA
44
United Capital Financial Advisors
Texas
$1.44M -$129K -5,402 -8%
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$1.34M +$1.25M +52,686 +1,484%
APA
46
American Portfolios Advisors
New York
$1.3M +$1.26M +53,038 +3,478%
FNB
47
Farmers National Bank
Kentucky
$887K +$69.4K +2,916 +8%
LHC
48
Little House Capital
Massachusetts
$886K +$65.7K +2,762 +8%
CPIA
49
Cornell Pochily Investment Advisors
New York
$876K +$139K +5,850 +19%
ACS
50
Archford Capital Strategies
Illinois
$836K -$952 -40 -0.1%
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