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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $627M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
76
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.3M
3
OMC
3
Old Mission Capital
Illinois
$11M
4
CIA
4
Capital Investment Advisors
Georgia
$35.7M
5
GA
5
Gateway Advisory
New Jersey
$8.03M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$1.48M
3
ACA
3
Aptus Capital Advisors
Alabama
$103M
4
SC
4
Saiph Capital
New Jersey
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
101
Redwood Financial Network
Ohio
$319K +$66.1K +2,649 +26%
RSWM
102
Robertson Stephens Wealth Management
California
$307K – – –
KAS
103
Kestra Advisory Services
Texas
$298K -$27K -1,084 -8%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$296K -$83.9K -3,364 -22%
RW
105
RVW Wealth
California
$274K – – –
ECM
106
Exchange Capital Management
Michigan
$273K -$549 -22 -0.2%
AMM
107
American Money Management
California
$259K -$18.3K -734 -7%
WJA
108
Willis Johnson & Associates
Texas
$248K +$248K +9,950 New
SI
109
Stephens Inc
Arkansas
$239K – – –
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$227K +9,105 New
RBC
111
Roble Belko & Company
Pennsylvania
$227K – – –
MA
112
Mutual Advisors
Nebraska
$224K -$13.3K -535 -6%
BONH
113
Bank of New Hampshire
New Hampshire
$172K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$139K -$34.4K -1,380 -20%
WFA
115
Wells Financial Advisors
Massachusetts
$139K – – –
OHWP
116
Oak Harbor Wealth Partners
North Carolina
$123K – – –
EW
117
Element Wealth
Mississippi
$116K +$39.6K +1,586 +52%
AF
118
Allworth Financial
California
$78.5K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$73K +$27.9K +1,111 +62%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.3K +$62.4K +2,500 +625%
KOCAA
121
Knights of Columbus Asset Advisors
Connecticut
$71.8K – – –
PFM
122
Phillips Financial Management
Indiana
$57.7K – – –
BC
123
Barrett & Company
Rhode Island
$57.5K +$35.1K +1,406 +156%
FRA
124
Front Row Advisors
California
$40K +$40K +1,600 New
HI
125
Harbour Investments
Wisconsin
$38.2K +$249 +10 +0.7%
2 3 4
5
6