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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$59.8M
2
Bank of America
Bank of America
North Carolina
$170M
3
MFG
Monumental Financial Group
Maryland
$9.33M
4
Morgan Stanley
Morgan Stanley
New York
$68.8M
5
Lido Advisors
Lido Advisors
California
$12.4M

Top Sellers

1
Jane Street
Jane Street
New York
$1.96M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
US Bancorp
US Bancorp
Minnesota
$14.8M
4
APP
Avantax Planning Partners
Iowa
$2.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
76
Spinnaker Trust
Maine
$3.5M +$454K +18,318 +15%
MGIA
77
Matthew Goff Investment Advisor
Texas
$3.41M -$51.5K -2,080 -1%
GDP
78
Great Diamond Partners
Maine
$3.3M -$100K -4,041 -3%
PA
79
Parallel Advisors
California
$3.19M +$88.4K +3,568 +3%
LFASL
80
Lugano Financial Advisors SA (LFA)
Switzerland
$3.17M +$634K +25,615 +25%
CA
81
CGN Advisors
Kansas
$3.17M +$219K +8,824 +7%
VWMG
82
Virginia Wealth Management Group
Virginia
$3.14M -$6.81K -275 -0.2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$3.08M -$350K -14,127 -10%
DSA
84
Droms Strauss Advisors
Missouri
$3.04M +$315K +12,717 +12%
EPW
85
Evergreen Private Wealth
Colorado
$2.93M -$24.6K -995 -0.8%
WI
86
WrapManager Inc
California
$2.91M +$385K +15,531 +15%
PWP
87
Precedent Wealth Partners
Texas
$2.84M +$375K +15,141 +15%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$2.63M +$473K +19,094 +22%
AF
89
Allworth Financial
California
$2.47M +$660K +26,480 +36%
Citadel Advisors
90
Citadel Advisors
Florida
$2.41M -$1.03M -41,732 -30%
AI
91
Atria Investments
North Carolina
$2.41M +$135K +5,439 +6%
LF
92
LifePlan Financial
Minnesota
$2.4M +$51.2K +2,065 +2%
FA
93
FF Advisors
California
$2.39M +$36.4K +1,468 +2%
Osaic Holdings
94
Osaic Holdings
Arizona
$2.39M +$418K +16,874 +21%
FBB
95
Fulton Breakefield Broenniman
Maryland
$2.33M +$109K +4,407 +5%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.32M +$487K +19,655 +26%
JWCA
97
J.W. Cole Advisors
Florida
$2.25M +$7.51K +303 +0.3%
APP
98
Avantax Planning Partners
Iowa
$2.14M -$1.41M -56,916 -40%
GRP
99
Global Retirement Partners
California
$2.12M +$635K +25,619 +43%
KNW
100
Kesler Norman & Wride
Utah
$2.11M -$391K -15,796 -16%
2 3
4
5 6