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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $627M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
76
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.3M
3
OMC
3
Old Mission Capital
Illinois
$11M
4
CIA
4
Capital Investment Advisors
Georgia
$35.7M
5
GA
5
Gateway Advisory
New Jersey
$8.03M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$1.48M
3
ACA
3
Aptus Capital Advisors
Alabama
$103M
4
SC
4
Saiph Capital
New Jersey
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
51
Kesler Norman & Wride
Utah
$1.52M -$25.2K -1,009 -2%
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$1.48M -$13.8M -553,635 -90%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$1.43M +$798K +32,017 +126%
ACS
54
Archford Capital Strategies
Illinois
$1.43M +$167K +6,642 +13%
BPA
55
Beacon Pointe Advisors
California
$1.4M +$1.14M +45,652 +440%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.35M +$6.21K +249 +0.5%
FWMM
57
Foundation Wealth Management (Missouri)
Missouri
$1.33M -$227K -9,088 -15%
FBB
58
Fulton Breakefield Broenniman
Maryland
$1.32M +$512K +20,538 +64%
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$1.18M +$1.18M +47,146 New
MIH
60
Meitav Investment House
Israel
$1.05M +$1.05M +41,903 New
LHC
61
Little House Capital
Massachusetts
$1.05M +$33.2K +1,331 +3%
CPIA
62
Cornell Pochily Investment Advisors
New York
$1.02M +$17.9K +718 +2%
SC
63
Saiph Capital
New Jersey
$1.01M -$354K -14,177 -26%
SWA
64
Stratos Wealth Advisors
Ohio
$1.01M +$113K +4,518 +13%
FNB
65
Farmers National Bank
Kentucky
$1.01M +$11.7K +469 +1%
Citadel Advisors
66
Citadel Advisors
Florida
$942K +$942K +37,753 New
CTC
67
Central Trust Company
Missouri
$867K +$294K +11,780 +51%
SCA
68
Snowden Capital Advisors
New York
$860K +$172K +6,912 +25%
KTC
69
Kistler-Tiffany Companies
Pennsylvania
$725K -$89.3K -3,579 -11%
LF
70
Lee Financial
Texas
$721K – – –
DWT
71
Dorsey & Whitney Trust
South Dakota
$648K – – –
BEI
72
Benjamin Edwards Inc
Missouri
$642K +$36.9K +1,479 +6%
HA
73
Hamel Associates
New Jersey
$641K +$641K +25,695 New
MA
74
MCF Advisors
Kentucky
$628K +$56.7K +2,275 +10%
NA
75
NewEdge Advisors
Louisiana
$604K -$6.19K -248 -1%
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3
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