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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
236
Holders Change
+58
Holders Change %
+32.58%
% of All Funds
3.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
117
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$29.6M
5
RW
5
RVW Wealth
California
$15.9M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$54.7M
4
VVP
4
Venture Visionary Partners
Ohio
$3.39M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$9.71M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
51
Praetorian Wealth Management
California
$4.36M 173,817 +1,489 +0.9%
IA
52
IFP Advisors
Florida
$4.15M 165,240 +142,021 +612%
LWM
53
Lyell Wealth Management
California
$3.99M 159,166 +30,886 +24%
KF
54
Krilogy Financial
Missouri
$3.79M 151,037 +5,434 +4%
MA
55
MCF Advisors
Kentucky
$3.77M 150,062 +15,229 +11%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$3.75M 149,426 +97,686 +189%
GPA
57
Guidance Point Advisors
Massachusetts
$3.7M 147,313 +27,239 +23%
EWA
58
EP Wealth Advisors
California
$3.69M 147,138 +10,690 +8%
IWC
59
Integrated Wealth Concepts
Massachusetts
$3.65M 145,611 +2,691 +2%
MGIA
60
Matthew Goff Investment Advisor
Texas
$3.53M 140,599 -37,480 -21%
Lido Advisors
61
Lido Advisors
California
$3.52M 140,308 +113,049 +415%
CA
62
CGN Advisors
Kansas
$3.44M 137,180 -23,520 -15%
VVP
63
Venture Visionary Partners
Ohio
$3.39M 135,009 -234,136 -63%
GDP
64
Great Diamond Partners
Maine
$3.34M 133,206 -1,972 -1%
VWMG
65
Virginia Wealth Management Group
Virginia
$3.28M 130,905 +130,905 New
SCA
66
Snowden Capital Advisors
New York
$3.09M 123,108 +27,275 +28%
MA
67
MONECO Advisors
Connecticut
$3M 119,655 +16,124 +16%
Osaic Holdings
68
Osaic Holdings
Arizona
$2.99M 119,185 +94,780 +388%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$2.86M 114,054 +105,442 +1,224%
HCM
70
Howland Capital Management
Massachusetts
$2.84M 113,085 +30,979 +38%
4FG
71
4Thought Financial Group
New York
$2.83M 112,982 -4,758 -4%
HFRG
72
Houlihan Financial Resource Group
Virginia
$2.83M 112,919 +77,990 +223%
AF
73
Allworth Financial
California
$2.79M 111,382 +109,498 +5,812%
BPA
74
Beacon Pointe Advisors
California
$2.72M 108,283 +22,642 +26%
EPW
75
Evergreen Private Wealth
Colorado
$2.56M 102,064 +102,064 New
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