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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
4FG
76
4Thought Financial Group
New York
$3.71M +$52.7K +2,066 +1%
WWM
77
WJ Wealth Management
Arizona
$3.68M +$3.12M +122,029 +547%
MGIA
78
Matthew Goff Investment Advisor
Texas
$3.49M -$19.8K -777 -0.6%
VWMG
79
Virginia Wealth Management Group
Virginia
$3.45M +$211K +8,275 +7%
CA
80
CGN Advisors
Kansas
$3.44M +$176K +6,879 +5%
PWP
81
Precedent Wealth Partners
Texas
$3.4M +$478K +18,713 +16%
GDP
82
Great Diamond Partners
Maine
$3.4M -$1.12K -44 -0%
KF
83
Krilogy Financial
Missouri
$3.35M -$651K -25,486 -16%
DSA
84
Droms Strauss Advisors
Missouri
$3.29M +$152K +5,952 +5%
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$3.27M – – –
IWC
86
Integrated Wealth Concepts
Massachusetts
$3.27M +$92.4K +3,621 +3%
JWCA
87
J.W. Cole Advisors
Florida
$3.22M +$896K +35,077 +39%
WI
88
WrapManager Inc
California
$3.17M +$175K +6,842 +6%
EPW
89
Evergreen Private Wealth
Colorado
$3.04M +$27.9K +1,093 +0.9%
ST
90
Sabal Trust
Florida
$3.01M +$1.32M +51,712 +78%
Osaic Holdings
91
Osaic Holdings
Arizona
$2.95M +$492K +19,287 +20%
EWM
92
Executive Wealth Management
Michigan
$2.87M +$2.05M +80,190 +248%
SFB
93
STAR Financial Bank
Indiana
$2.77M +$1.5M +58,815 +119%
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.74M +$347K +13,600 +14%
MSRI
95
Michael S. Ryan Inc
New York
$2.7M -$2.04M -79,890 -43%
FBB
96
Fulton Breakefield Broenniman
Maryland
$2.65M +$251K +9,838 +10%
AI
97
Atria Investments
North Carolina
$2.63M +$150K +5,863 +6%
GI
98
GAMMA Investing
California
$2.61M +$1.78M +69,806 +216%
SP
99
Stonebrook Private
Michigan
$2.57M +$718K +28,105 +39%
CWM
100
Centric Wealth Management
Illinois
$2.57M +$2.57M +102,848 New
2 3
4
5 6