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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
236
Holders Change
+58
Holders Change %
+32.58%
% of All Funds
3.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
117
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$29.6M
5
RW
5
RVW Wealth
California
$15.9M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$54.7M
4
VVP
4
Venture Visionary Partners
Ohio
$3.39M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$9.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$1.31M 52,222 +26,262 +101%
CPIA
102
Cornell Pochily Investment Advisors
New York
$1.3M 51,664 +484 +0.9%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$1.28M 51,076 +2,185 +4%
LHC
104
Little House Capital
Massachusetts
$1.25M 49,909 +781 +2%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.21M 48,354 -16,670 -26%
SWP
106
Stratos Wealth Partners
Ohio
$1.21M 48,253 +20,433 +73%
GT
107
Glenview Trust
Kentucky
$1.18M 47,229 +29,469 +166%
FNB
108
Farmers National Bank
Kentucky
$1.14M 45,359 +385 +0.9%
MIH
109
Meitav Investment House
Israel
$1.12M 44,569 +12,055 +37%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M 43,927 +32,252 +276%
Jane Street
111
Jane Street
New York
$1.1M 43,876 -559,406 -93%
IW
112
Instrumental Wealth
Florida
$1.09M 43,913 +43,913 New
SWM
113
Segment Wealth Management
Texas
$1.07M 42,635 +7,380 +21%
MTWM
114
Masso Torrence Wealth Management
New Jersey
$942K 37,531 +15,420 +70%
BSAM
115
Blue Square Asset Management
New York
$936K 37,297 +37,297 New
VWM
116
Valley Wealth Managers
New Jersey
$917K 36,556 +3,953 +12%
IF
117
Ironwood Financial
Arizona
$869K 34,630 +15,580 +82%
BEI
118
Benjamin Edwards Inc
Missouri
$860K 34,259 +8,388 +32%
SP
119
Stonebrook Private
Michigan
$817K 32,544 +32,544 New
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$804K 32,027 +14,906 +87%
NL
121
NWAM LLC
Washington
$758K 30,211 +30,211 New
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$752K 29,952 +9,584 +47%
LF
123
Lee Financial
Texas
$725K 28,900 – –
GRP
124
Global Retirement Partners
California
$712K 28,468 +26,867 +1,678%
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$709K 28,277 +28,277 New
3 4
5
6 7