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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

84 hedge funds and large institutions have $215M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.2M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.86M
3
SIC
3
Sigma Investment Counselors
Michigan
$20.7M
4
Wells Fargo
4
Wells Fargo
California
$13.3M
5
GPA
5
Guidance Point Advisors
Massachusetts
$1.87M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$841K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.1M
3
KF
3
Krilogy Financial
Missouri
$2.17M
4
Citigroup
4
Citigroup
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
51
Cypress Wealth Services
California
$416K – – –
CA
52
Cetera Advisors
Colorado
$382K – – –
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$360K -$2.98K -113 -0.8%
CWM
54
Cabot Wealth Management
Massachusetts
$354K +$354K +13,431 New
RW
55
RVW Wealth
California
$300K +$71.3K +2,704 +31%
ECM
56
Exchange Capital Management
Michigan
$299K -$13.5K -511 -4%
KAS
57
Kestra Advisory Services
Texas
$299K +$299K +11,369 New
MA
58
MCF Advisors
Kentucky
$292K +$292K +11,073 New
CAN
59
Cetera Advisor Networks
California
$283K – – –
RFN
60
Redwood Financial Network
Ohio
$261K +$261K +9,925 New
AMM
61
American Money Management
California
$255K +$47.4K +1,799 +23%
SI
62
Stephens Inc
Arkansas
$253K – – –
HCM
63
HMS Capital Management
Tennessee
$250K -$10.3K -392 -4%
RBC
64
Roble Belko & Company
Pennsylvania
$240K – – –
BONH
65
Bank of New Hampshire
New Hampshire
$238K +$238K +9,040 New
FPAS
66
Focus Partners Advisor Solutions
Missouri
$212K +$2.56K +97 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$204K – – –
Osaic Holdings
68
Osaic Holdings
Arizona
$199K +$1.21K +46 +0.6%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$167K -$2.97K -113 -2%
FCA
70
FinTrust Capital Advisors
South Carolina
$126K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$118K +$211 +8 +0.2%
WFA
72
Wells Financial Advisors
Massachusetts
$92K – – –
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$76K – – –
GWM
74
Geneos Wealth Management
Colorado
$71K – – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$70.4K +$1.61K +61 +2%
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