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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 %
FA
101
FF Advisors
California
$2.55M +$110K +4,353 +5%
AF
102
Allworth Financial
California
$2.54M +$7.63K +299 +0.3%
LF
103
LifePlan Financial
Minnesota
$2.51M +$37.8K +1,480 +2%
GRP
104
Global Retirement Partners
California
$2.49M +$308K +12,077 +14%
QFA
105
Quantum Financial Advisors
California
$2.33M +$182K +7,119 +8%
Creative Planning
106
Creative Planning
Kansas
$2.27M +$399K +15,637 +21%
EWS
107
Evergreen Wealth Solutions
Pennsylvania
$2.26M +$125K +4,915 +6%
KNW
108
Kesler Norman & Wride
Utah
$2.19M +$9.5K +372 +0.4%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$2.16M +$488K +19,119 +29%
FNT
110
First National Trust
Pennsylvania
$2.11M +$1.01M +39,698 +92%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$2.1M +$492K +19,276 +31%
CCM
112
Coldstream Capital Management
Washington
$1.99M – – –
ABC
113
Associated Banc-Corp
Wisconsin
$1.98M -$58.1K -2,275 -3%
FCM
114
Fortis Capital Management
Washington
$1.97M +$185K +7,235 +10%
LIM
115
Leavell Investment Management
Alabama
$1.95M +$522K +20,440 +37%
IF
116
Ironwood Financial
Arizona
$1.88M +$542K +21,211 +40%
IW
117
Instrumental Wealth
Florida
$1.81M +$61.7K +2,440 +4%
SF
118
Safeguard Financial
Wisconsin
$1.76M +$553K +21,679 +46%
UCFA
119
United Capital Financial Advisors
Texas
$1.71M +$73.1K +2,864 +4%
SWP
120
Stratos Wealth Partners
Ohio
$1.69M -$116K -4,540 -6%
CWM
121
Cabot Wealth Management
Massachusetts
$1.67M +$841K +32,932 +101%
SWA
122
Sax Wealth Advisors
New Jersey
$1.59M +$223K +8,725 +16%
SWM
123
Segment Wealth Management
Texas
$1.53M +$61.5K +2,410 +4%
LWL
124
Leo Wealth LLC
Texas
$1.53M +$295K +11,563 +24%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M -$29.7K -1,164 -2%
3 4
5
6 7