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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 %
DP
151
Dearborn Partners
Illinois
$487K +$487K +19,427 New
PP
152
Prosperity Planning
Missouri
$470K – – –
ADL
153
Asset Dedication LLC
California
$449K -$7.87K -315 -2%
GHA
154
Granite Harbor Advisors
Texas
$448K -$5.9K -235 -1%
CA
155
Cetera Advisors
Colorado
$441K +$53K +2,114 +14%
RWP
156
Reliant Wealth Planning
Kentucky
$399K +$399K +15,917 New
DWA
157
Delap Wealth Advisory
Oregon
$399K +$399K +15,892 New
SWA
158
Strata Wealth Advisors
Texas
$367K +$1.31K +52 +0.4%
DSC
159
Duncker Streett & Co
Missouri
$367K – – –
CIAS
160
CFS Investment Advisory Services
New Jersey
$365K +$365K +14,562 New
CWS
161
Cypress Wealth Services
California
$362K +$84.1K +3,351 +30%
RWM
162
Ritholtz Wealth Management
New York
$361K – – –
RSWM
163
Robertson Stephens Wealth Management
California
$359K +$50.3K +2,004 +16%
SC
164
Saiph Capital
New Jersey
$351K -$43.1K -1,718 -11%
4WM
165
4J Wealth Management
Virginia
$339K +$20.3K +810 +6%
RBC
166
Roble Belko & Company
Pennsylvania
$335K +$25.2K +1,004 +8%
SIM
167
Stratos Investment Management
Ohio
$313K +$77.7K +3,098 +33%
SF
168
Safeguard Financial
Wisconsin
$305K +$305K +12,170 New
PAG
169
Private Advisor Group
New Jersey
$304K +$304K +12,133 New
Comerica Bank
170
Comerica Bank
Texas
$303K – – –
APW
171
Austin Private Wealth
Texas
$303K +$303K +12,063 New
CPIG
172
Chicago Partners Investment Group
Illinois
$287K +$287K +11,500 New
EWM
173
Executive Wealth Management
Michigan
$284K +$284K +11,331 New
TFS
174
Thoroughbred Financial Services
Tennessee
$283K +$283K +11,299 New
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$279K +$3.2K +128 +1%
5 6
7
8 9