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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
1
Gratus Wealth Advisors
Virginia
$25.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$41.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$45M
4
ACM
4
Advisors Capital Management
New Jersey
$15.3M
5
NA
5
NewEdge Advisors
Louisiana
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$592K -$206K -8,255 -26%
FCA
152
FinTrust Capital Advisors
South Carolina
$569K -$74.6K -2,997 -12%
MA
153
Mutual Advisors
Nebraska
$565K +$65.4K +2,625 +13%
APW
154
Austin Private Wealth
Texas
$559K +$261K +10,555 +87%
GI
155
GAMMA Investing
California
$546K +$546K +21,928 New
SFO
156
Stokes Family Office
Louisiana
$530K – – –
SF
157
Safeguard Financial
Wisconsin
$529K +$226K +9,085 +75%
SWM
158
Stockman Wealth Management
Montana
$524K -$46.3K -1,859 -8%
AGP
159
Autumn Glory Partners
Texas
$519K – – –
KWS
160
Keystone Wealth Services
California
$516K -$94.2K -3,782 -15%
NG
161
Northstar Group
New York
$513K +$513K +20,600 New
RSWM
162
Robertson Stephens Wealth Management
California
$511K +$154K +6,200 +43%
Mariner
163
Mariner
Kansas
$510K +$1.44K +58 +0.3%
DP
164
Dearborn Partners
Illinois
$509K +$25.5K +1,025 +5%
SWA
165
Sax Wealth Advisors
New Jersey
$506K +$506K +20,333 New
SWC
166
Spectrum Wealth Counsel
Indiana
$499K – – –
1WM
167
1900 Wealth Management
Texas
$497K – – –
CAN
168
Cetera Advisor Networks
California
$488K +$252K +10,117 +107%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$487K +$269K +10,798 +123%
BCPWM
170
Bradley & Co Private Wealth Management
Florida
$485K – – –
4WM
171
4J Wealth Management
Virginia
$472K +$135K +5,439 +40%
PP
172
Prosperity Planning
Missouri
$466K -$470K – –
RWP
173
Reliant Wealth Planning
Kentucky
$465K +$68.3K +2,743 +17%
BWM
174
BCS Wealth Management
Tennessee
$463K +$249K +9,988 +116%
RCA
175
Resonant Capital Advisors
Wisconsin
$458K +$458K +18,392 New
5 6
7
8 9