IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$59.8M
2
Bank of America
Bank of America
North Carolina
$170M
3
MFG
Monumental Financial Group
Maryland
$9.33M
4
Morgan Stanley
Morgan Stanley
New York
$68.8M
5
Lido Advisors
Lido Advisors
California
$12.4M

Top Sellers

1
Jane Street
Jane Street
New York
$1.96M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
US Bancorp
US Bancorp
Minnesota
$14.8M
4
APP
Avantax Planning Partners
Iowa
$2.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Arcadia Investment Advisors
Idaho
$5.84M -$25.1K -1,013 -0.4%
SCA
52
Snowden Capital Advisors
New York
$5.58M +$516K +20,849 +10%
SSB
53
Sandy Spring Bank
Maryland
$5.29M -$143K -5,775 -3%
MWM
54
MinichMacGregor Wealth Management
New York
$5.27M +$120K +4,851 +2%
SWMG
55
Signature Wealth Management Group
Georgia
$5.09M +$48.6K +1,961 +1%
PRWA
56
Platte River Wealth Advisors
Colorado
$5.06M -$622K -25,123 -11%
BPA
57
Beacon Pointe Advisors
California
$4.86M +$1.01M +40,576 +26%
NA
58
NewEdge Advisors
Louisiana
$4.83M -$582K -23,511 -11%
IA
59
IFP Advisors
Florida
$4.75M +$425K +17,150 +10%
PWM
60
Praetorian Wealth Management
California
$4.66M +$198K +7,997 +4%
MSRI
61
Michael S. Ryan Inc
New York
$4.6M -$45.2K -1,825 -1%
GPA
62
Guidance Point Advisors
Massachusetts
$4.49M +$660K +26,651 +17%
GT
63
Glenview Trust
Kentucky
$4.28M +$1.85M +74,618 +76%
HAC
64
Harbor Advisory Corp
New Hampshire
$4.24M +$1.51M +61,082 +55%
HFRG
65
Houlihan Financial Resource Group
Virginia
$4.04M +$266K +10,740 +7%
MA
66
MCF Advisors
Kentucky
$4.01M +$122K +4,918 +3%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$3.9M +$458K +18,479 +13%
KF
68
Krilogy Financial
Missouri
$3.88M +$30.7K +1,239 +0.8%
EWA
69
EP Wealth Advisors
California
$3.83M -$12K -484 -0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$502K +20,279 +15%
SA
71
Sanctuary Advisors
Indiana
$3.77M +$3.77M +154,168 New
VVP
72
Venture Visionary Partners
Ohio
$3.75M +$96.4K +3,893 +3%
MA
73
MONECO Advisors
Connecticut
$3.72M +$57.5K +2,321 +2%
MW
74
Members Wealth
Pennsylvania
$3.62M +$3.62M +143,234 New
4FG
75
4Thought Financial Group
New York
$3.55M +$225K +9,087 +7%
1 2
3
4 5