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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
236
Holders Change
+58
Holders Change %
+32.58%
% of All Funds
3.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
117
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$29.6M
5
RW
5
RVW Wealth
California
$15.9M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$54.7M
4
VVP
4
Venture Visionary Partners
Ohio
$3.39M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$9.71M
Name Market Value Shares Shares
Change 		Shares
Change %
CTWM
76
Cherry Tree Wealth Management
Minnesota
$2.53M 100,651 +95,109 +1,716%
PA
77
Probity Advisors
Texas
$2.45M 97,798 +97,798 New
KNW
78
Kesler Norman & Wride
Utah
$2.43M 97,033 +56,978 +142%
WI
79
WrapManager Inc
California
$2.41M 96,249 +6,613 +7%
ST
80
Spinnaker Trust
Maine
$2.32M 92,286 +66,918 +264%
JWCA
81
J.W. Cole Advisors
Florida
$2.3M 91,804 +34,963 +62%
LF
82
LifePlan Financial
Minnesota
$2.29M 91,470 +91,470 New
HAC
83
Harbor Advisory Corp
New Hampshire
$2.21M 88,229 +1,133 +1%
Goldman Sachs
84
Goldman Sachs
New York
$2.19M 87,266 +87,266 New
AI
85
Atria Investments
North Carolina
$2.16M 85,900 +85,900 New
PWP
86
Precedent Wealth Partners
Texas
$2.09M 83,292 +83,292 New
PA
87
Parallel Advisors
California
$2.01M 80,034 +61,854 +340%
FBB
88
Fulton Breakefield Broenniman
Maryland
$1.82M 72,498 +8,645 +14%
FA
89
FF Advisors
California
$1.71M 68,285 +68,285 New
FCM
90
Fortis Capital Management
Washington
$1.7M 67,716 +47,050 +228%
ABC
91
Associated Banc-Corp
Wisconsin
$1.65M 65,791 -641 -1%
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$1.6M 63,802 +9,510 +18%
CCM
93
Coldstream Capital Management
Washington
$1.53M 61,036 +34,432 +129%
LFASL
94
Lugano Financial Advisors SA (LFA)
Switzerland
$1.52M 60,658 +60,658 New
DSA
95
Droms Strauss Advisors
Missouri
$1.52M 60,606 +60,606 New
UCFA
96
United Capital Financial Advisors
Texas
$1.46M 58,289 +364 +0.6%
GWA
97
Gratus Wealth Advisors
Virginia
$1.44M 57,287 +57,287 New
ACS
98
Archford Capital Strategies
Illinois
$1.38M 54,867 -14,793 -21%
SWM
99
Scissortail Wealth Management
Oklahoma
$1.35M 54,056 +54,056 New
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31M 52,400 +37,850 +260%
2 3
4
5 6