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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

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.

New
Increased
Maintained
Reduced
Closed
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 %
4WM
126
4J Wealth Management
Virginia
$305K – – –
RBC
127
Roble Belko & Company
Pennsylvania
$296K +$29.2K +1,218 +11%
RSWM
128
Robertson Stephens Wealth Management
California
$296K – – –
Comerica Bank
129
Comerica Bank
Texas
$290K +$290K +12,081 New
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$281K +$433 +18 +0.2%
CWS
131
Cypress Wealth Services
California
$266K – – –
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K +$29.6K +1,253 +13%
SFO
133
Stokes Family Office
Louisiana
$259K +$259K +10,795 New
ECM
134
Exchange Capital Management
Michigan
$252K – – –
RFN
135
Redwood Financial Network
Ohio
$242K -$68.5K -2,849 -22%
ISB
136
Iowa State Bank
Iowa
$241K +$3.77K +157 +2%
WJA
137
Willis Johnson & Associates
Texas
$229K – – –
SIM
138
Stratos Investment Management
Ohio
$225K +$225K +9,382 New
AMM
139
American Money Management
California
$221K -$28.8K -1,200 -12%
MA
140
Mutual Advisors
Nebraska
$215K – – –
CTA
141
Chesley Taft & Associates
Illinois
$211K +$211K +8,800 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$207K +$40.9K +1,701 +25%
EW
143
Element Wealth
Mississippi
$180K +$19.6K +815 +12%
BONH
144
Bank of New Hampshire
New Hampshire
$165K – – –
WFA
145
Wells Financial Advisors
Massachusetts
$134K – – –
CTWM
146
Cherry Tree Wealth Management
Minnesota
$133K – – –
OHWP
147
Oak Harbor Wealth Partners
North Carolina
$119K – – –
AA
148
Addison Advisors
Vermont
$116K +$109K +4,553 +1,656%
PWA
149
Provenance Wealth Advisors
Florida
$90.9K +$90.9K +3,784 New
BC
150
Barrett & Company
Rhode Island
$79.9K +$240 +10 +0.3%
4 5
6
7 8