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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$70.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.4M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$12.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$61M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.38M
3
OMC
3
Old Mission Capital
Illinois
$341K
4
IA
4
IFP Advisors
Florida
$558K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MV Capital Management
Maryland
$10.3M +$4.52M +188,286 +78%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$9.99M +$1.73M +71,890 +21%
PSIWM
28
Paradigm Strategies in Wealth Management
Minnesota
$9.07M +$933K +38,814 +11%
VVP
29
Venture Visionary Partners
Ohio
$8.87M +$309K +12,874 +4%
Truist Financial
30
Truist Financial
North Carolina
$8.12M +$518K +21,560 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.76M +$1.54M +64,241 +25%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.39M +$76.4K +3,178 +1%
PPWM
33
PFG Private Wealth Management
Florida
$6.38M -$1.26M -52,419 -16%
KTM
34
Keeler Thomas Management
Utah
$6.22M +$401K +16,309 +7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$6.11M +$522K +21,724 +9%
PRWA
36
Platte River Wealth Advisors
Colorado
$5.83M +$16K +665 +0.3%
AIA
37
Arcadia Investment Advisors
Idaho
$5.51M +$20.8K +867 +0.4%
PWS
38
Peloton Wealth Strategists
Indiana
$5.44M +$517K +21,500 +10%
SSB
39
Sandy Spring Bank
Maryland
$5.11M +$74.3K +3,094 +1%
CFS
40
Commonwealth Financial Services
West Virginia
$4.87M +$4.87M +202,822 New
NA
41
NewEdge Advisors
Louisiana
$4.28M +$3.65M +151,762 +572%
MGIA
42
Matthew Goff Investment Advisor
Texas
$4.28M -$61.9K -2,575 -1%
PWM
43
Praetorian Wealth Management
California
$4.14M +$514K +21,392 +14%
SWA
44
Stratos Wealth Advisors
Ohio
$3.95M +$2.06M +85,926 +109%
RJA
45
Raymond James & Associates
Florida
$3.87M +$1.43M +59,409 +59%
CA
46
CGN Advisors
Kansas
$3.86M +$131K +5,448 +4%
KF
47
Krilogy Financial
Missouri
$3.5M +$40.2K +1,674 +1%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.43M -$9.25K -385 -0.3%
HA
49
Hamel Associates
New Jersey
$3.37M +$403K +16,760 +14%
EWA
50
EP Wealth Advisors
California
$3.28M +$1.45M +60,245 +79%
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