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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
1
Gratus Wealth Advisors
Virginia
$25.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$45M
4
ACM
4
Advisors Capital Management
New Jersey
$15.3M
5
NA
5
NewEdge Advisors
Louisiana
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$15.1M 607,050 -5,913 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13.1M 525,606 +104,047 +25%
AF
28
Arrow Financial
New York
$12.9M 517,012 +15,291 +3%
MCM
29
MV Capital Management
Maryland
$12.5M 502,604 +86,286 +21%
HCM
30
Hengehold Capital Management
Ohio
$10.9M 438,100 +15,839 +4%
Truist Financial
31
Truist Financial
North Carolina
$10.3M 414,800 +43,562 +12%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$8.38M 336,526 +72,955 +28%
KAS
33
Kestra Advisory Services
Texas
$8.32M 333,937 +115,208 +53%
CFS
34
Commonwealth Financial Services
West Virginia
$7.83M 312,006 -826 -0.3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$7.67M 307,847 +26,877 +10%
RJA
36
Raymond James & Associates
Florida
$7.66M 307,757 +52,473 +21%
WCM
37
Windsor Capital Management
Arizona
$6.96M 279,300 +89,652 +47%
KTM
38
Keeler Thomas Management
Utah
$6.71M 269,363 +7,521 +3%
PPWM
39
PFG Private Wealth Management
Florida
$6.56M 263,347 +4,097 +2%
PWS
40
Peloton Wealth Strategists
Indiana
$6.43M 258,000 +14,350 +6%
PSIWM
41
Paradigm Strategies in Wealth Management
Minnesota
$6.13M 246,091 -92,679 -27%
AIA
42
Arcadia Investment Advisors
Idaho
$5.9M 236,893 +722 +0.3%
HA
43
Hamel Associates
New Jersey
$5.85M 235,015 +29,375 +14%
LWM
44
Lyell Wealth Management
California
$5.81M 233,301 +74,135 +47%
PRWA
45
Platte River Wealth Advisors
Colorado
$5.71M 229,454 +31,109 +16%
CTC
46
Central Trust Company
Missouri
$5.52M 221,594 +34,655 +19%
SSB
47
Sandy Spring Bank
Maryland
$5.47M 219,494 +7,325 +3%
NA
48
NewEdge Advisors
Louisiana
$5.44M 218,568 -351,221 -62%
Lido Advisors
49
Lido Advisors
California
$5.38M 216,001 +75,693 +54%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$5.38M 215,989 +66,563 +45%
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