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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
1
Gratus Wealth Advisors
Virginia
$25.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$45M
4
ACM
4
Advisors Capital Management
New Jersey
$15.3M
5
NA
5
NewEdge Advisors
Louisiana
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
MinichMacGregor Wealth Management
New York
$5.13M 207,755 +207,755 New
SCA
52
Snowden Capital Advisors
New York
$5.09M 204,264 +81,156 +66%
SWMG
53
Signature Wealth Management Group
Georgia
$4.98M 203,699 +1,114 +0.5%
HCM
54
Howland Capital Management
Massachusetts
$4.71M 188,993 +75,908 +67%
MSRI
55
Michael S. Ryan Inc
New York
$4.67M 187,378 +4,481 +2%
PWM
56
Praetorian Wealth Management
California
$4.48M 179,983 +6,166 +4%
PA
57
Probity Advisors
Texas
$4.44M 178,218 +80,420 +82%
IA
58
IFP Advisors
Florida
$4.35M 174,621 +9,381 +6%
MA
59
MCF Advisors
Kentucky
$3.91M 156,800 +6,738 +4%
BPA
60
Beacon Pointe Advisors
California
$3.88M 155,756 +47,473 +44%
KF
61
Krilogy Financial
Missouri
$3.87M 155,376 +4,339 +3%
EWA
62
EP Wealth Advisors
California
$3.86M 155,063 +7,925 +5%
GPA
63
Guidance Point Advisors
Massachusetts
$3.85M 154,550 +7,237 +5%
HFRG
64
Houlihan Financial Resource Group
Virginia
$3.8M 152,469 +39,550 +35%
MA
65
MONECO Advisors
Connecticut
$3.68M 147,785 +28,130 +24%
VVP
66
Venture Visionary Partners
Ohio
$3.67M 147,346 +12,337 +9%
APP
67
Avantax Planning Partners
Iowa
$3.57M 143,343 +143,343 New
Jane Street
68
Jane Street
New York
$3.56M 142,930 +99,054 +226%
MGIA
69
Matthew Goff Investment Advisor
Texas
$3.48M 139,596 -1,003 -0.7%
Citadel Advisors
70
Citadel Advisors
Florida
$3.46M 139,018 +139,018 New
CTWM
71
Cherry Tree Wealth Management
Minnesota
$3.46M 138,902 +38,251 +38%
IWC
72
Integrated Wealth Concepts
Massachusetts
$3.45M 138,528 -7,083 -5%
GDP
73
Great Diamond Partners
Maine
$3.42M 137,261 +4,055 +3%
4FG
74
4Thought Financial Group
New York
$3.34M 134,304 +21,322 +19%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3.3M 132,518 +18,464 +16%
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