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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

155 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
78
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15M
4
ACM
Advisors Capital Management
New Jersey
$22.2M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M

Top Sellers

1
Jane Street
Jane Street
New York
$8.29M
2
ACA
Aptus Capital Advisors
Alabama
$89.3M
3
OMC
Old Mission Capital
Illinois
$1.34M
4
GPA
Guidance Point Advisors
Massachusetts
$2.69M
5
IA
IFP Advisors
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
26
Woodmont Investment Counsel
Tennessee
$6.79M +$6.29M +256,758 +1,259%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.43M +$94.8K +3,871 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$6.34M +$1.99M +81,182 +46%
PRWA
29
Platte River Wealth Advisors
Colorado
$5.93M +$1.25M +51,185 +27%
MCM
30
MV Capital Management
Maryland
$5.91M +$3M +122,565 +103%
KTM
31
Keeler Thomas Management
Utah
$5.8M +$1.3M +52,983 +29%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$5.7M +$30.6K +1,247 +0.5%
AIA
33
Arcadia Investment Advisors
Idaho
$5.59M +$65.5K +2,675 +1%
Wells Fargo
34
Wells Fargo
California
$5.57M -$76K -3,102 -1%
SSB
35
Sandy Spring Bank
Maryland
$5.14M +$472K +19,245 +10%
PWS
36
Peloton Wealth Strategists
Indiana
$5.02M +$380K +15,500 +8%
SWMG
37
Signature Wealth Management Group
Georgia
$4.74M +$97.5K +3,981 +2%
MGIA
38
Matthew Goff Investment Advisor
Texas
$4.43M -$5.39K -220 -0.1%
CA
39
CGN Advisors
Kansas
$3.8M +$255K +10,395 +7%
PWM
40
Praetorian Wealth Management
California
$3.7M +$132K +5,370 +4%
KF
41
Krilogy Financial
Missouri
$3.53M +$19.9K +811 +0.6%
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.51M +$3.51M +143,305 New
EWA
43
EP Wealth Advisors
California
$3.35M +$2.65M +60,348 +381%
GDP
44
Great Diamond Partners
Maine
$3.32M +$22.2K +905 +0.7%
HA
45
Hamel Associates
New Jersey
$3.03M +$2.4M +97,960 +381%
LWM
46
Lyell Wealth Management
California
$2.9M +$411K +16,775 +16%
4FG
47
4Thought Financial Group
New York
$2.86M -$127K -5,172 -4%
GPA
48
Guidance Point Advisors
Massachusetts
$2.69M -$1.18M -48,123 -30%
MA
49
MONECO Advisors
Connecticut
$2.53M +$41.5K +1,695 +2%
RJA
50
Raymond James & Associates
Florida
$2.49M -$18.9K -773 -0.8%
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