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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$70.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.4M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$12.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$61M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.38M
3
OMC
3
Old Mission Capital
Illinois
$341K
4
IA
4
IFP Advisors
Florida
$558K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
101
McGlone Suttner Wealth Management
Wisconsin
$513K +$97.2K +4,045 +23%
CWM
102
Cabot Wealth Management
Massachusetts
$502K +$97.9K +4,070 +24%
FCM
103
Fortis Capital Management
Washington
$497K +$497K +20,666 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$490K +$25.3K +1,050 +5%
AGP
105
Autumn Glory Partners
Texas
$484K +$134K +5,577 +38%
1WM
106
1900 Wealth Management
Texas
$479K +$11K +458 +2%
BCPWM
107
Bradley & Co Private Wealth Management
Florida
$468K – – –
IF
108
Ironwood Financial
Arizona
$458K +$458K +19,050 New
ADL
109
Asset Dedication LLC
California
$437K -$13.1K -549 -3%
PA
110
Parallel Advisors
California
$437K +$112K +4,675 +35%
CAN
111
Cetera Advisor Networks
California
$435K +$122K +5,093 +39%
GHA
112
Granite Harbor Advisors
Texas
$435K – – –
GT
113
Glenview Trust
Kentucky
$427K +$162K +6,750 +61%
WCM
114
Windsor Capital Management
Arizona
$412K +$412K +17,165 New
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$411K +$411K +17,121 New
Mariner
116
Mariner
Kansas
$409K +$42.2K +1,758 +12%
SC
117
Saiph Capital
New Jersey
$377K +$33.7K +1,404 +10%
CA
118
Cetera Advisors
Colorado
$372K +$32.2K +1,339 +9%
DSC
119
Duncker Streett & Co
Missouri
$351K +$351K +14,614 New
SWA
120
Strata Wealth Advisors
Texas
$350K +$350K +14,565 New
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$280K +11,650 +402%
RWM
122
Ritholtz Wealth Management
New York
$345K +$126K +5,225 +57%
OMC
123
Old Mission Capital
Illinois
$341K -$970K -40,350 -74%
Creative Planning
124
Creative Planning
Kansas
$313K +$313K +13,041 New
LNC
125
Lincoln National Corp
Pennsylvania
$313K +$313K +13,030 New
3 4
5
6 7