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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $627M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
76
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.3M
3
OMC
3
Old Mission Capital
Illinois
$11M
4
CIA
4
Capital Investment Advisors
Georgia
$35.7M
5
GA
5
Gateway Advisory
New Jersey
$8.03M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$1.48M
3
ACA
3
Aptus Capital Advisors
Alabama
$103M
4
SC
4
Saiph Capital
New Jersey
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Arcadia Investment Advisors
Idaho
$5.63M -$285K -11,426 -5%
PRWA
27
Platte River Wealth Advisors
Colorado
$4.76M +$4.76M +190,800 New
SSB
28
Sandy Spring Bank
Maryland
$4.75M +$201K +8,042 +4%
SWMG
29
Signature Wealth Management Group
Georgia
$4.73M +$251K +10,047 +6%
PWS
30
Peloton Wealth Strategists
Indiana
$4.72M +$609K +24,425 +15%
KTM
31
Keeler Thomas Management
Utah
$4.58M +$3.66M +146,661 +396%
MGIA
32
Matthew Goff Investment Advisor
Texas
$4.51M -$33.9K -1,358 -0.7%
GPA
33
Guidance Point Advisors
Massachusetts
$3.94M +$345K +13,817 +10%
PWM
34
Praetorian Wealth Management
California
$3.63M +$447K +17,941 +14%
CA
35
CGN Advisors
Kansas
$3.61M +$110K +4,423 +3%
KF
36
Krilogy Financial
Missouri
$3.57M +$2.15M +86,157 +151%
GDP
37
Great Diamond Partners
Maine
$3.36M +$3.36M +134,772 New
4FG
38
4Thought Financial Group
New York
$3.04M -$29.1K -1,165 -0.9%
MCM
39
MV Capital Management
Maryland
$2.96M +$2.96M +118,856 New
RJA
40
Raymond James & Associates
Florida
$2.55M +$462K +18,526 +22%
IA
41
IFP Advisors
Florida
$2.55M +$317K +12,673 +14%
MA
42
MONECO Advisors
Connecticut
$2.54M +$2.54M +101,762 New
LWM
43
Lyell Wealth Management
California
$2.54M +$603K +24,170 +31%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.32M +$58.6K +2,350 +3%
WI
45
WrapManager Inc
California
$2.01M +$533K +21,377 +36%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.99M +$215K +8,612 +12%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.98M +$892K +35,763 +82%
ABC
48
Associated Banc-Corp
Wisconsin
$1.97M +$110K +4,430 +6%
UCFA
49
United Capital Financial Advisors
Texas
$1.57M +$7.03K +282 +0.4%
Stifel Financial
50
Stifel Financial
Missouri
$1.56M +$59.5K +2,384 +4%
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