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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Howland Capital Management
Massachusetts
$18.4M +$7.09M +277,533 +63%
Corient Private Wealth
27
Corient Private Wealth
Florida
$17.7M +$527K +20,660 +3%
Stifel Financial
28
Stifel Financial
Missouri
$17.5M +$469K +18,375 +3%
ACM
29
Advisors Capital Management
New Jersey
$16.4M +$374K +14,645 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.7M -$476K -18,632 -3%
MFG
31
Monumental Financial Group
Maryland
$14M +$4.41M +172,886 +46%
AF
32
Arrow Financial
New York
$13.8M +$280K +10,972 +2%
MCM
33
MV Capital Management
Maryland
$13.4M +$272K +10,658 +2%
US Bancorp
34
US Bancorp
Minnesota
$13.3M -$1.95M -76,337 -13%
WCM
35
Windsor Capital Management
Arizona
$11.6M +$863K +33,821 +8%
SCA
36
Snowden Capital Advisors
New York
$11.6M +$5.87M +230,118 +102%
Truist Financial
37
Truist Financial
North Carolina
$11.2M +$122K +4,786 +1%
KAS
38
Kestra Advisory Services
Texas
$10.2M +$155K +6,066 +2%
RJA
39
Raymond James & Associates
Florida
$10.1M +$1.42M +55,531 +16%
BEI
40
Benjamin Edwards Inc
Missouri
$9.55M +$8.63M +337,942 +939%
CFS
41
Commonwealth Financial Services
West Virginia
$9.28M +$494K +19,378 +6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$8.72M -$2.96K -116 -0%
LWM
43
Lyell Wealth Management
California
$7.87M +$1.18M +46,353 +18%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$7.65M +$634K +24,852 +9%
PWS
45
Peloton Wealth Strategists
Indiana
$7.45M +$574K +22,475 +8%
CTC
46
Central Trust Company
Missouri
$7.26M +$1.23M +48,215 +20%
PA
47
Probity Advisors
Texas
$7.18M +$803K +31,467 +13%
PPWM
48
PFG Private Wealth Management
Florida
$7.16M +$183K +7,149 +3%
HA
49
Hamel Associates
New Jersey
$7.15M +$164K +6,416 +2%
SA
50
Sanctuary Advisors
Indiana
$6.84M +$2.98M +119,197 +77%
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