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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$70.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.4M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$12.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$61M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.38M
3
OMC
3
Old Mission Capital
Illinois
$341K
4
IA
4
IFP Advisors
Florida
$558K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GDP
51
Great Diamond Partners
Maine
$3.25M 135,178 -499 -0.4%
MA
52
MCF Advisors
Kentucky
$3.24M 134,833 +79,537 +144%
LWM
53
Lyell Wealth Management
California
$3.08M 128,280 +9,825 +8%
GPA
54
Guidance Point Advisors
Massachusetts
$2.89M 120,074 +10,195 +9%
4FG
55
4Thought Financial Group
New York
$2.83M 117,740 +873 +0.7%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$2.58M 107,338 +7,736 +8%
MA
57
MONECO Advisors
Connecticut
$2.49M 103,531 +74 +0.1%
SCA
58
Snowden Capital Advisors
New York
$2.3M 95,833 +43,269 +82%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$2.21M 91,935 +15,807 +21%
WI
60
WrapManager Inc
California
$2.15M 89,636 +7,970 +10%
HAC
61
Harbor Advisory Corp
New Hampshire
$2.09M 87,096 +87,096 New
BPA
62
Beacon Pointe Advisors
California
$2.06M 85,641 +11,389 +15%
HCM
63
Howland Capital Management
Massachusetts
$1.97M 82,106 +42,587 +108%
KAS
64
Kestra Advisory Services
Texas
$1.9M 79,108 +65,131 +466%
ACS
65
Archford Capital Strategies
Illinois
$1.67M 69,660 +4,237 +6%
ABC
66
Associated Banc-Corp
Wisconsin
$1.6M 66,432 -13,327 -17%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.56M 65,024 -25,151 -28%
FBB
68
Fulton Breakefield Broenniman
Maryland
$1.53M 63,853 +5,275 +9%
UCFA
69
United Capital Financial Advisors
Texas
$1.39M 57,925 -2,859 -5%
AWM
70
AE Wealth Management
Kansas
$1.38M 57,340 +57,340 New
JWCA
71
J.W. Cole Advisors
Florida
$1.37M 56,841 +56,841 New
MSRI
72
Michael S. Ryan Inc
New York
$1.36M 57,286 +57,286 New
EWS
73
Evergreen Wealth Solutions
Pennsylvania
$1.3M 54,292 +5,420 +11%
CTC
74
Central Trust Company
Missouri
$1.27M 52,663 +17,381 +49%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.24M 51,740 -1,052 -2%
1 2
3
4 5