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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.

New
Increased
Maintained
Reduced
Closed
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 %
UCFA
126
United Capital Financial Advisors
Texas
$1.84M +$174K +6,995 +10%
CCM
127
Coldstream Capital Management
Washington
$1.83M -$117K -4,681 -6%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.78M +$294K +11,802 +20%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$1.06M +42,688 +158%
SWP
130
Stratos Wealth Partners
Ohio
$1.71M +$62.8K +2,524 +4%
BFS
131
BridgePort Financial Solutions
Iowa
$1.69M +$1.69M +67,267 New
CTA
132
Chesley Taft & Associates
Illinois
$1.69M +$393K +15,800 +30%
KNW
133
Kesler Norman & Wride
Utah
$1.67M -$464K -18,639 -22%
CWM
134
Cabot Wealth Management
Massachusetts
$1.64M +$7.67K +308 +0.5%
CP
135
Cornerstone Planning
North Carolina
$1.63M +$1.63M +65,270 New
SWM
136
Segment Wealth Management
Texas
$1.61M +$109K +4,395 +7%
LIA
137
LBMC Investment Advisors
Tennessee
$1.6M +$1.31M +52,662 +450%
WMWM
138
Wilkins Miller Wealth Management
Alabama
$1.6M +$1.6M +64,359 New
ACM
139
Arcataur Capital Management
Wisconsin
$1.59M +$655K +26,320 +70%
MIH
140
Meitav Investment House
Israel
$1.52M +$90.6K +3,643 +6%
FFIC
141
First Fiduciary Investment Counsel
Ohio
$1.51M +$570K +22,875 +60%
FWMM
142
Foundation Wealth Management (Missouri)
Missouri
$1.47M +$34.8K +1,398 +2%
SG
143
Strid Group
Pennsylvania
$1.47M +$557K +22,351 +61%
RWP
144
Reliant Wealth Planning
Kentucky
$1.45M +$263K +10,557 +22%
PAG
145
Private Advisor Group
New Jersey
$1.44M +$12.9K +518 +0.9%
FFG
146
Foundry Financial Group
New Hampshire
$1.42M +$51.5K +2,068 +4%
CIA
147
Covington Investment Advisors
Pennsylvania
$1.42M +$1.42M +56,835 New
FCM
148
Fortis Capital Management
Washington
$1.4M -$523K -20,996 -27%
CL
149
COWA LLC
Oklahoma
$1.38M +$1.04M +41,624 +305%
SWM
150
Scissortail Wealth Management
Oklahoma
$1.35M +$1.35M +54,247 +61,644%
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