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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

123 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
123
Holders Change
+20
Holders Change %
+19.42%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
55
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$15.4M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$35.4M
4
KA
4
Klingman & Associates
New York
$22.9M
5
VVP
5
Venture Visionary Partners
Ohio
$4.78M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$103M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$38.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.31M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Peloton Wealth Strategists
Indiana
$4.01M +$267K +11,000 +7%
Wells Fargo
27
Wells Fargo
California
$3.74M +$2.16M +88,992 +137%
GPA
28
Guidance Point Advisors
Massachusetts
$3.5M +$435K +17,891 +14%
CA
29
CGN Advisors
Kansas
$3.41M +$1.01M +41,657 +42%
CCM
30
Cribstone Capital Management
Maine
$3.37M +$3.11M +127,906 +1,175%
PWM
31
Praetorian Wealth Management
California
$3.1M +$624K +25,688 +25%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.09M +$9.01K +371 +0.3%
4FG
33
4Thought Financial Group
New York
$2.99M +$35K +1,440 +1%
IA
34
IFP Advisors
Florida
$2.23M +$2.23M +89,106 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.2M +$58.9K +2,424 +3%
Truist Financial
36
Truist Financial
North Carolina
$2.14M +$6.32K +260 +0.3%
RJA
37
Raymond James & Associates
Florida
$2.03M +$49K +2,018 +2%
LWM
38
Lyell Wealth Management
California
$1.88M +$1.88M +77,510 New
ABC
39
Associated Banc-Corp
Wisconsin
$1.81M +$23.8K +980 +1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.73M +$121K +4,989 +8%
UCFA
41
United Capital Financial Advisors
Texas
$1.52M +$59.4K +2,447 +4%
FWMM
42
Foundation Wealth Management (Missouri)
Missouri
$1.52M +$1.52M +62,557 New
KNW
43
Kesler Norman & Wride
Utah
$1.51M -$127K -5,210 -8%
Stifel Financial
44
Stifel Financial
Missouri
$1.46M -$687K -28,276 -32%
WI
45
WrapManager Inc
California
$1.44M -$327K -13,444 -19%
KF
46
Krilogy Financial
Missouri
$1.38M -$1.85M -75,960 -57%
SC
47
Saiph Capital
New Jersey
$1.33M -$1.02M -41,994 -43%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.31M -$2.35M -96,778 -64%
ACS
49
Archford Capital Strategies
Illinois
$1.22M +$369K +15,195 +43%
OMC
50
Old Mission Capital
Illinois
$1.2M -$408K -16,779 -25%
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