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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $627M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
76
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.3M
3
OMC
3
Old Mission Capital
Illinois
$11M
4
CIA
4
Capital Investment Advisors
Georgia
$35.7M
5
GA
5
Gateway Advisory
New Jersey
$8.03M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$1.48M
3
ACA
3
Aptus Capital Advisors
Alabama
$103M
4
SC
4
Saiph Capital
New Jersey
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
76
Valley Wealth Managers
New Jersey
$591K +$61.4K +2,461 +12%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$584K +$375K +15,031 +180%
ADL
78
Asset Dedication LLC
California
$551K +$4.05K +163 +0.7%
SWM
79
Stockman Wealth Management
Montana
$526K +$526K +21,071 New
WIC
80
Woodmont Investment Counsel
Tennessee
$509K +$9.98K +400 +2%
Osaic Holdings
81
Osaic Holdings
Arizona
$500K +$48.4K +1,940 +11%
BCPWM
82
Bradley & Co Private Wealth Management
Florida
$486K -$208K -8,356 -30%
MTWM
83
Masso Torrence Wealth Management
New Jersey
$472K +$28.4K +1,140 +6%
LPT
84
Legacy Private Trust
Wisconsin
$469K +$20K +801 +4%
KWS
85
Keystone Wealth Services
California
$462K +$120K +4,801 +35%
SWM
86
Segment Wealth Management
Texas
$406K +$192K +7,700 +90%
CWM
87
Cabot Wealth Management
Massachusetts
$403K +$8.73K +350 +2%
SWP
88
Summit Wealth Partners
Florida
$382K +$40.2K +1,613 +12%
EWA
89
EP Wealth Advisors
California
$378K +$378K +15,855 New
GHA
90
Granite Harbor Advisors
Texas
$377K +$26.7K +1,072 +8%
Mariner
91
Mariner
Kansas
$377K -$34.8K -1,395 -8%
ISB
92
Iowa State Bank
Iowa
$362K +$8.41K +337 +2%
CWS
93
Cypress Wealth Services
California
$361K – – –
SWA
94
Strata Wealth Advisors
Texas
$356K +$2.29K +92 +0.6%
MSWM
95
McGlone Suttner Wealth Management
Wisconsin
$348K +$348K +13,963 New
PA
96
Parallel Advisors
California
$337K +$337K +13,505 New
HCM
97
Howland Capital Management
Massachusetts
$332K +$332K +13,312 New
FCA
98
FinTrust Capital Advisors
South Carolina
$326K – – –
CAN
99
Cetera Advisor Networks
California
$325K +$15.6K +625 +5%
CA
100
Cetera Advisors
Colorado
$321K – – –
2 3
4
5 6