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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Crew Capital Management
Ohio
$938K -$67.6K -2,648 -7%
SG
152
Strid Group
Pennsylvania
$936K +$433K +16,965 +86%
APW
153
Austin Private Wealth
Texas
$894K +$58.3K +2,282 +7%
Renaissance Technologies
154
Renaissance Technologies
New York
$894K +$314K +12,300 +54%
ATC
155
Adirondack Trust Company
New York
$876K +$426K +16,684 +95%
BSSFA
156
Baron Silver Stevens Financial Advisors
Florida
$823K +$8.09K +317 +1%
MSWM
157
McGlone Suttner Wealth Management
Wisconsin
$797K +$171K +6,707 +27%
GHA
158
Granite Harbor Advisors
Texas
$791K +$22.3K +874 +3%
RCA
159
Resonant Capital Advisors
Wisconsin
$785K +$159K +6,245 +26%
BFG
160
Beacon Financial Group
Texas
$779K -$158K -6,186 -17%
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$778K +$242K +9,492 +45%
LF
162
Lee Financial
Texas
$738K – – –
Neuberger Berman Group
163
Neuberger Berman Group
New York
$698K – – –
SWP
164
Summit Wealth Partners
Florida
$692K +$1.33K +52 +0.2%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$691K +$41.5K +1,626 +6%
PP
166
Prosperity Planning
Missouri
$672K -$652K -26,317 Closed
FCA
167
FinTrust Capital Advisors
South Carolina
$666K -$2.99K -117 -0.4%
DWT
168
Dorsey & Whitney Trust
South Dakota
$664K – – –
Bank of New York Mellon
169
Bank of New York Mellon
New York
$664K +$105K +4,116 +19%
Comerica Bank
170
Comerica Bank
Texas
$648K +$342K +13,392 +112%
AGP
171
Autumn Glory Partners
Texas
$635K – – –
BCM
172
Brookstone Capital Management
Illinois
$619K +$178K +6,981 +40%
BBNB
173
Baker Boyer National Bank
Washington
$614K +$100K +3,916 +19%
MWM
174
Meridian Wealth Management
Kentucky
$611K +$611K +23,951 New
FTUS
175
Flow Traders U.S.
New York
$602K +$602K +23,583 New
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7
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