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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.35%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$30.1M
2
Bank of America
2
Bank of America
North Carolina
$191M
3
AWM
3
Apollon Wealth Management
South Carolina
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.4M
5
Truist Financial
5
Truist Financial
North Carolina
$21.4M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
2
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
101
Precedent Wealth Partners
Texas
$2.99M -$326K -13,104 -10%
CBT
102
Crews Bank & Trust
Florida
$2.96M +$2.96M +119,055 New
MW
103
Members Wealth
Pennsylvania
$2.92M +$2.92M +117,319 New
FBB
104
Fulton Breakefield Broenniman
Maryland
$2.88M +$293K +11,755 +11%
SFB
105
STAR Financial Bank
Indiana
$2.77M +$66.8K +2,684 +2%
SP
106
Stonebrook Private
Michigan
$2.76M +$252K +10,132 +10%
MSRI
107
Michael S. Ryan Inc
New York
$2.71M +$75.4K +3,030 +3%
SWA
108
Sax Wealth Advisors
New Jersey
$2.69M +$1.13M +45,478 +73%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.61M +$556K +22,325 +27%
Osaic Holdings
110
Osaic Holdings
Arizona
$2.59M -$287K -11,537 -10%
JWCA
111
J.W. Cole Advisors
Florida
$2.54M -$594K -23,841 -19%
QFA
112
Quantum Financial Advisors
California
$2.51M +$231K +9,265 +10%
LF
113
LifePlan Financial
Minnesota
$2.5M +$45K +1,808 +2%
GRP
114
Global Retirement Partners
California
$2.5M +$67.5K +2,712 +3%
SF
115
Safeguard Financial
Wisconsin
$2.41M +$699K +28,062 +41%
LIM
116
Leavell Investment Management
Alabama
$2.38M +$485K +19,482 +26%
FA
117
FF Advisors
California
$2.38M -$149K -5,926 -6%
EWS
118
Evergreen Wealth Solutions
Pennsylvania
$2.3M +$95.2K +3,822 +4%
SCG
119
Sonata Capital Group
Washington
$2.26M +$1.79M +72,000 +388%
ABC
120
Associated Banc-Corp
Wisconsin
$2.24M +$305K +12,238 +16%
IF
121
Ironwood Financial
Arizona
$2.21M +$375K +15,072 +20%
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$2.1M -$1.09M -43,829 -34%
VA
123
Valmark Advisers
Ohio
$1.91M +$726K +29,169 +61%
IW
124
Instrumental Wealth
Florida
$1.91M +$115K +4,571 +6%
ATC
125
Adirondack Trust Company
New York
$1.89M +$1.04M +41,828 +122%
3 4
5
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