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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

155 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
78
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15M
4
ACM
Advisors Capital Management
New Jersey
$22.2M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M

Top Sellers

1
Jane Street
Jane Street
New York
$8.29M
2
ACA
Aptus Capital Advisors
Alabama
$89.3M
3
OMC
Old Mission Capital
Illinois
$1.34M
4
GPA
Guidance Point Advisors
Massachusetts
$2.69M
5
IA
IFP Advisors
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$169K +$97.8K +3,999 +137%
BONH
127
Bank of New Hampshire
New Hampshire
$169K – – –
EW
128
Element Wealth
Mississippi
$163K +$49K +2,000 +43%
WFA
129
Wells Financial Advisors
Massachusetts
$136K – – –
CTWM
130
Cherry Tree Wealth Management
Minnesota
$136K +$136K +5,542 New
OHWP
131
Oak Harbor Wealth Partners
North Carolina
$121K – – –
BC
132
Barrett & Company
Rhode Island
$81.2K +$24.7K +1,009 +44%
SPIA
133
Steward Partners Investment Advisory
New York
$77.9K -$58.7K -2,397 -43%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$71.1K – – –
KOCAA
135
Knights of Columbus Asset Advisors
Connecticut
$70.6K – – –
PFM
136
Phillips Financial Management
Indiana
$56.6K – – –
OAJ
137
Ogorek Anthony Joseph
New York
$54K +$54K +2,238 New
AF
138
Allworth Financial
California
$46.2K -$30.9K -1,262 -40%
FRA
139
Front Row Advisors
California
$39K – – –
SF
140
Safeguard Financial
Wisconsin
$39K +$39K +1,614 New
HI
141
Harbour Investments
Wisconsin
$37.9K +$368 +15 +1%
SC
142
Stephens Consulting
Michigan
$32.1K – – –
YDMI
143
Y.D. More Investments
Israel
$31.1K – – –
RF
144
Robbins Farley
New Hampshire
$30.3K – – –
PTC
145
Private Trust Company
Ohio
$28.8K – – –
PA
146
PSI Advisors
Florida
$24.5K – – –
GBT
147
Grove Bank & Trust
Florida
$15.9K +$15.9K +650 New
BC
148
Bartlett & Co
Ohio
$15K +$15K +600 New
BCWM
149
Bartlett & Co Wealth Management
Ohio
$14.7K +$14.7K +600 New
FFA
150
Farther Finance Advisors
California
$11.1K – – –
3 4 5
6
7