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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LWL
126
Leo Wealth LLC
Texas
$682K +$682K +27,183 New
SWP
127
Summit Wealth Partners
Florida
$676K +$135K +5,378 +25%
DWT
128
Dorsey & Whitney Trust
South Dakota
$652K – – –
CTA
129
Chesley Taft & Associates
Illinois
$650K +$429K +17,100 +194%
FCA
130
FinTrust Capital Advisors
South Carolina
$649K +$4.64K +185 +0.7%
AWM
131
AE Wealth Management
Kansas
$648K -$784K -31,386 -55%
FFG
132
Foundry Financial Group
New Hampshire
$645K +$645K +25,717 New
PGAM
133
Princeton Global Asset Management
New Jersey
$644K +$644K +25,675 New
KWS
134
Keystone Wealth Services
California
$615K +$4.72K +188 +0.8%
MSWM
135
McGlone Suttner Wealth Management
Wisconsin
$615K +$78.8K +3,142 +15%
Creative Planning
136
Creative Planning
Kansas
$588K +$261K +10,391 +80%
SWM
137
Stockman Wealth Management
Montana
$574K -$52.6K -2,097 -8%
MFG
138
Mendota Financial Group
Wisconsin
$564K +$564K +22,498 New
CWM
139
Cabot Wealth Management
Massachusetts
$549K +$25.6K +1,019 +5%
BFG
140
Beacon Financial Group
Texas
$543K +$543K +21,629 New
SFO
141
Stokes Family Office
Louisiana
$534K +$263K +10,500 +97%
FFIC
142
First Fiduciary Investment Counsel
Ohio
$525K +$525K +20,915 New
AGP
143
Autumn Glory Partners
Texas
$522K +$17.1K +681 +3%
Mariner
144
Mariner
Kansas
$512K +$85.3K +3,401 +20%
LIM
145
Leavell Investment Management
Alabama
$504K +$504K +20,075 New
MA
146
Mutual Advisors
Nebraska
$504K +$279K +11,134 +125%
SWC
147
Spectrum Wealth Counsel
Indiana
$503K +$503K +20,039 New
1WM
148
1900 Wealth Management
Texas
$500K – – –
LNC
149
Lincoln National Corp
Pennsylvania
$497K +$170K +6,794 +52%
BCPWM
150
Bradley & Co Private Wealth Management
Florida
$489K – – –
4 5
6
7 8