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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

155 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
78
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15M
4
ACM
Advisors Capital Management
New Jersey
$22.2M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M

Top Sellers

1
Jane Street
Jane Street
New York
$8.29M
2
ACA
Aptus Capital Advisors
Alabama
$89.3M
3
OMC
Old Mission Capital
Illinois
$1.34M
4
GPA
Guidance Point Advisors
Massachusetts
$2.69M
5
IA
IFP Advisors
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
76
Central Trust Company
Missouri
$864K +$12.3K +503 +1%
VWM
77
Valley Wealth Managers
New Jersey
$750K +$169K +6,912 +29%
SWM
78
Stockman Wealth Management
Montana
$722K +$206K +8,389 +40%
LF
79
Lee Financial
Texas
$708K – – –
Osaic Holdings
80
Osaic Holdings
Arizona
$673K +$182K +7,431 +37%
NA
81
NewEdge Advisors
Louisiana
$650K +$56.7K +2,313 +10%
BEI
82
Benjamin Edwards Inc
Missouri
$640K +$9.34K +381 +1%
DWT
83
Dorsey & Whitney Trust
South Dakota
$637K – – –
KWS
84
Keystone Wealth Services
California
$627K +$173K +7,070 +38%
KTC
85
Kistler-Tiffany Companies
Pennsylvania
$614K -$98K -4,000 -14%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$558K -$15.6K -636 -3%
MTWM
87
Masso Torrence Wealth Management
New Jersey
$525K +$61.6K +2,515 +13%
HighTower Advisors
88
HighTower Advisors
Illinois
$478K +$478K +19,474 New
BCPWM
89
Bradley & Co Private Wealth Management
Florida
$477K – – –
1WM
90
1900 Wealth Management
Texas
$477K +$477K +19,480 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$473K +$473K +19,318 New
ADL
92
Asset Dedication LLC
California
$460K -$81.1K -3,322 -15%
LB
93
Leo Brokerage
Texas
$460K +$460K +18,770 New
SWM
94
Segment Wealth Management
Texas
$447K +$49K +2,000 +12%
LPT
95
Legacy Private Trust
Wisconsin
$446K -$15K -613 -3%
GHA
96
Granite Harbor Advisors
Texas
$443K +$72.4K +2,956 +20%
MSWM
97
McGlone Suttner Wealth Management
Wisconsin
$424K +$82K +3,349 +24%
CWM
98
Cabot Wealth Management
Massachusetts
$412K +$15.7K +639 +4%
SWP
99
Summit Wealth Partners
Florida
$396K +$20.9K +854 +6%
Lido Advisors
100
Lido Advisors
California
$392K +$392K +15,984 New
2 3
4
5 6