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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

77 hedge funds and large institutions have $186M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
40
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.8M
2
CIA
2
Capital Investment Advisors
Georgia
$15.9M
3
SIC
3
Sigma Investment Counselors
Michigan
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.17M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M

Top Sellers

1
CTC
1
Central Trust Company
Missouri
$797K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.94M
3
SFO
3
Stokes Family Office
Louisiana
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
HMS Capital Management
Tennessee
$291K 10,061 +1 +0%
Osaic Holdings
52
Osaic Holdings
Arizona
$285K 9,890 -515 -5%
SI
53
Stephens Inc
Arkansas
$277K 9,595 – –
RBC
54
Roble Belko & Company
Pennsylvania
$263K 9,096 – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$235K 8,122 +8,122 New
AAM
56
Autus Asset Management
Arizona
$221K 7,650 – –
BEI
57
Benjamin Edwards Inc
Missouri
$215K 7,430 -18 -0.2%
1SB
58
1ST Source Bank
Indiana
$209K 7,233 – –
KAS
59
Kestra Advisory Services
Texas
$203K 7,039 +7,039 New
SPIA
60
Steward Partners Investment Advisory
New York
$162K 5,600 +3,532 +171%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$154K 5,311 +11 +0.2%
FCA
62
FinTrust Capital Advisors
South Carolina
$139K 4,799 – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$136K 4,709 +3,206 +213%
TCCM
64
Timber Creek Capital Management
Massachusetts
$112K 3,880 -2,225 -36%
WFA
65
Wells Financial Advisors
Massachusetts
$101K 3,510 – –
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$83K 2,880 – –
GWM
67
Geneos Wealth Management
Colorado
$77K 2,700 – –
AF
68
Allworth Financial
California
$36K 1,262 – –
William Blair & Company
69
William Blair & Company
Illinois
$29K 1,000 – –
FGAM
70
Financial Gravity Asset Management
Texas
$29K 91 +91 New
HI
71
Harbour Investments
Wisconsin
$20K 691 +24 +4%
FNBOSM
72
First National Bank of South Miami
Florida
$20K 705 +385 +120%
RIM
73
Rockbridge Investment Management
New York
$11K 384 +44 +13%
ASN
74
Advisory Services Network
Georgia
$11K 393 +393 New
APA
75
American Portfolios Advisors
New York
$9.1K 315 – –
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