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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

96 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
42
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$95.4M
2
CAI
2
Capital Advisors Inc
Oklahoma
$41.5M
3
KA
3
Klingman & Associates
New York
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
AF
5
Arrow Financial
New York
$7.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.2M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$11M
4
CTC
4
Central Trust Company
Missouri
$355K
5
CPIA
5
Cornell Pochily Investment Advisors
New York
$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
HMS Capital Management
Tennessee
$212K -$24.5K -980 -10%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$201K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$174K -$19.6K -784 -10%
Osaic Holdings
79
Osaic Holdings
Arizona
$156K -$31.5K -1,267 -17%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$131K -$27.4K -1,098 -17%
FCA
81
FinTrust Capital Advisors
South Carolina
$130K +$8.6K +340 +7%
OHWP
82
Oak Harbor Wealth Partners
North Carolina
$121K +$110K +4,397 +966%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$112K +$300 +12 +0.3%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$89K +$89K +3,550 New
WFA
85
Wells Financial Advisors
Massachusetts
$88K – – –
KOCAA
86
Knights of Columbus Asset Advisors
Connecticut
$72K – – –
GWM
87
Geneos Wealth Management
Colorado
$67K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +1,801 New
APA
89
American Portfolios Advisors
New York
$38.1K – – –
HI
90
Harbour Investments
Wisconsin
$37K +$37K +1,492 New
AF
91
Allworth Financial
California
$31K – – –
HNB
92
Huntington National Bank
Ohio
$14K -$14K – –
RIM
93
Rockbridge Investment Management
New York
$13.9K +$1.72K +69 +14%
FHA
94
First Horizon Advisors
Tennessee
$13K – – –
William Blair & Company
95
William Blair & Company
Illinois
$12K – – –
MFT
96
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +105 New
BlackRock
97
BlackRock
New York
$1K +$44 +2 +5%
AC
98
Avestar Capital
New York
– -$1.85M -70,061 Closed
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
– -$70.4K -2,673 Closed
FNBOSM
100
First National Bank of South Miami
Florida
– -$15K -580 Closed
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