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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
1
Gratus Wealth Advisors
Virginia
$25.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$45M
4
ACM
4
Advisors Capital Management
New Jersey
$15.3M
5
NA
5
NewEdge Advisors
Louisiana
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
VWMG
76
Virginia Wealth Management Group
Virginia
$3.17M 127,120 -3,785 -3%
PA
77
Parallel Advisors
California
$3.12M 125,245 +45,211 +56%
ST
78
Spinnaker Trust
Maine
$3.06M 123,053 +30,767 +33%
EPW
79
Evergreen Private Wealth
Colorado
$2.97M 119,146 +17,082 +17%
CA
80
CGN Advisors
Kansas
$2.96M 118,982 -18,198 -13%
HAC
81
Harbor Advisory Corp
New Hampshire
$2.74M 110,188 +21,959 +25%
DSA
82
Droms Strauss Advisors
Missouri
$2.74M 110,168 +49,562 +82%
LFASL
83
Lugano Financial Advisors SA (LFA)
Switzerland
$2.55M 102,431 +41,773 +69%
WI
84
WrapManager Inc
California
$2.54M 101,955 +5,706 +6%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$2.53M 101,666 +92,698 +1,034%
KNW
86
Kesler Norman & Wride
Utah
$2.52M 101,127 +4,094 +4%
PWP
87
Precedent Wealth Partners
Texas
$2.48M 99,458 +16,166 +19%
GT
88
Glenview Trust
Kentucky
$2.45M 98,257 +51,028 +108%
FA
89
FF Advisors
California
$2.37M 94,968 +26,683 +39%
LF
90
LifePlan Financial
Minnesota
$2.36M 94,941 +3,471 +4%
AI
91
Atria Investments
North Carolina
$2.28M 91,667 +5,767 +7%
JWCA
92
J.W. Cole Advisors
Florida
$2.26M 90,604 -1,200 -1%
FBB
93
Fulton Breakefield Broenniman
Maryland
$2.23M 89,524 +17,026 +23%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$2.18M 87,488 -350,929 -80%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2.17M 87,276 +35,054 +67%
ADL
96
Asset Dedication LLC
California
$2M 80,910 +62,938 +350%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.98M 79,529 -39,656 -33%
QFA
98
Quantum Financial Advisors
California
$1.96M 78,617 +78,617 New
CA
99
Cetera Advisors
Colorado
$1.86M 74,743 +57,159 +325%
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.85M 74,173 +21,773 +42%
2 3
4
5 6