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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$59.8M
2
Bank of America
Bank of America
North Carolina
$170M
3
MFG
Monumental Financial Group
Maryland
$9.33M
4
Morgan Stanley
Morgan Stanley
New York
$68.8M
5
Lido Advisors
Lido Advisors
California
$12.4M

Top Sellers

1
Jane Street
Jane Street
New York
$1.96M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
US Bancorp
US Bancorp
Minnesota
$14.8M
4
APP
Avantax Planning Partners
Iowa
$2.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$15.7M +$2.67M +107,664 +20%
ACM
27
Advisors Capital Management
New Jersey
$15.6M +$326K +13,152 +2%
US Bancorp
28
US Bancorp
Minnesota
$14.8M -$1.46M -58,938 -9%
AF
29
Arrow Financial
New York
$13.2M +$355K +14,336 +3%
MCM
30
MV Capital Management
Maryland
$12.7M +$266K +10,746 +2%
Lido Advisors
31
Lido Advisors
California
$12.4M +$7.08M +285,833 +132%
HCM
32
Howland Capital Management
Massachusetts
$11M +$6.31M +254,644 +135%
Truist Financial
33
Truist Financial
North Carolina
$10.8M +$492K +19,850 +5%
WCM
34
Windsor Capital Management
Arizona
$10.4M +$3.53M +142,415 +51%
KAS
35
Kestra Advisory Services
Texas
$9.7M +$1.43M +57,781 +17%
MFG
36
Monumental Financial Group
Maryland
$9.33M +$9.33M +376,543 New
CFS
37
Commonwealth Financial Services
West Virginia
$8.56M +$816K +32,885 +11%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.46M +$127K +5,110 +2%
RJA
39
Raymond James & Associates
Florida
$8.44M +$822K +33,175 +11%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$8.1M +$473K +19,102 +6%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$6.8M +$1.45M +58,650 +27%
HA
42
Hamel Associates
New Jersey
$6.78M +$959K +38,704 +16%
PPWM
43
PFG Private Wealth Management
Florida
$6.77M +$248K +10,024 +4%
PWS
44
Peloton Wealth Strategists
Indiana
$6.68M +$285K +11,500 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$6.67M +$6.67M +269,287 New
KTM
46
Keeler Thomas Management
Utah
$6.6M -$75.6K -3,049 -1%
LWM
47
Lyell Wealth Management
California
$6.48M +$705K +28,450 +12%
PA
48
Probity Advisors
Texas
$6.19M +$1.78M +71,677 +40%
PSIWM
49
Paradigm Strategies in Wealth Management
Minnesota
$5.9M -$199K -8,021 -3%
CTC
50
Central Trust Company
Missouri
$5.85M +$358K +14,460 +7%
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