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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
236
Holders Change
+58
Holders Change %
+32.58%
% of All Funds
3.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
117
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$29.6M
5
RW
5
RVW Wealth
California
$15.9M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$54.7M
4
VVP
4
Venture Visionary Partners
Ohio
$3.39M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$9.71M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$12.6M 501,721 +37,383 +8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$11M 438,417 +22,672 +5%
HCM
28
Hengehold Capital Management
Ohio
$10.6M 422,261 +422,261 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$10.6M 421,559 +98,678 +31%
MCM
30
MV Capital Management
Maryland
$10.4M 416,318 -13,389 -3%
GBWM
31
Granite Bay Wealth Management
New Hampshire
$9.71M 400,000 -104,000 -21%
Truist Financial
32
Truist Financial
North Carolina
$9.31M 371,238 +33,326 +10%
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$8.5M 338,770 -38,607 -10%
CFS
34
Commonwealth Financial Services
West Virginia
$7.85M 312,832 +110,010 +54%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$7.05M 280,970 +189,035 +206%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.61M 263,571 +9,350 +4%
KTM
37
Keeler Thomas Management
Utah
$6.57M 261,842 +8,851 +3%
PPWM
38
PFG Private Wealth Management
Florida
$6.5M 259,250 -6,141 -2%
RJA
39
Raymond James & Associates
Florida
$6.41M 255,284 +94,390 +59%
PWS
40
Peloton Wealth Strategists
Indiana
$6.11M 243,650 +17,225 +8%
AIA
41
Arcadia Investment Advisors
Idaho
$5.93M 236,171 +7,015 +3%
KAS
42
Kestra Advisory Services
Texas
$5.49M 218,729 +139,621 +176%
SSB
43
Sandy Spring Bank
Maryland
$5.32M 212,169 -670 -0.3%
HA
44
Hamel Associates
New Jersey
$5.16M 205,640 +65,225 +46%
SWA
45
Stratos Wealth Advisors
Ohio
$5.16M 205,581 +41,125 +25%
SWMG
46
Signature Wealth Management Group
Georgia
$5.08M 202,585 +202,585 New
PRWA
47
Platte River Wealth Advisors
Colorado
$4.98M 198,345 -44,305 -18%
WCM
48
Windsor Capital Management
Arizona
$4.76M 189,648 +172,483 +1,005%
CTC
49
Central Trust Company
Missouri
$4.69M 186,939 +134,276 +255%
MSRI
50
Michael S. Ryan Inc
New York
$4.59M 182,897 +125,611 +219%
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