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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MCF Advisors
Kentucky
$6.82M +$2.69M +105,452 +65%
KTM
52
Keeler Thomas Management
Utah
$6.72M -$81.3K -3,186 -1%
AIA
53
Arcadia Investment Advisors
Idaho
$6.23M +$209K +8,180 +3%
SSB
54
Sandy Spring Bank
Maryland
$5.69M +$238K +9,319 +4%
BPA
55
Beacon Pointe Advisors
California
$5.59M +$579K +22,691 +12%
MWM
56
MinichMacGregor Wealth Management
New York
$5.47M +$37.7K +1,475 +0.7%
SWMG
57
Signature Wealth Management Group
Georgia
$5.33M +$79.3K +3,107 +2%
GT
58
Glenview Trust
Kentucky
$5.24M +$827K +32,405 +19%
Citadel Advisors
59
Citadel Advisors
Florida
$5.11M +$2.63M +102,866 +106%
IA
60
IFP Advisors
Florida
$5M +$100K +3,926 +2%
NA
61
NewEdge Advisors
Louisiana
$5M +$15.4K +604 +0.3%
HFRG
62
Houlihan Financial Resource Group
Virginia
$4.92M +$751K +29,405 +18%
PWM
63
Praetorian Wealth Management
California
$4.88M +$85.7K +3,356 +2%
PA
64
Parallel Advisors
California
$4.86M +$1.57M +61,670 +48%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$662K +25,941 +17%
CTWM
66
Cherry Tree Wealth Management
Minnesota
$4.54M +$523K +20,481 +13%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.46M +$1.74M +68,210 +64%
GPA
68
Guidance Point Advisors
Massachusetts
$4.42M -$203K -7,953 -4%
PRWA
69
Platte River Wealth Advisors
Colorado
$4.41M -$811K -31,751 -16%
ST
70
Spinnaker Trust
Maine
$4.35M +$737K +28,863 +20%
MA
71
MONECO Advisors
Connecticut
$4.33M +$498K +19,524 +13%
PSIWM
72
Paradigm Strategies in Wealth Management
Minnesota
$4.11M -$1.96M -76,914 -32%
HAC
73
Harbor Advisory Corp
New Hampshire
$4.05M -$325K -12,712 -7%
EWA
74
EP Wealth Advisors
California
$3.96M +$15.4K +604 +0.4%
VVP
75
Venture Visionary Partners
Ohio
$3.78M -$76.6K -3,000 -2%
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