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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
Summitry LLC
California
$30.1M
2
Bank of America
Bank of America
North Carolina
$191M
3
AWM
Apollon Wealth Management
South Carolina
$14.5M
4
Morgan Stanley
Morgan Stanley
New York
$88.4M
5
Truist Financial
Truist Financial
North Carolina
$21.4M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
151
Cornell Pochily Investment Advisors
New York
$1.35M +$18K +724 +1%
MTWM
152
Masso Torrence Wealth Management
New Jersey
$1.35M +$206K +8,281 +18%
SMC
153
Smith, Moore & Co
Missouri
$1.33M +$888K +35,655 +200%
NG
154
Northstar Group
New York
$1.33M +$169K +6,776 +15%
ACS
155
Archford Capital Strategies
Illinois
$1.32M -$37.4K -1,503 -3%
NA
156
Nestegg Advisors
New York
$1.28M +$1.28M +50,899 New
Mariner
157
Mariner
Kansas
$1.26M +$744K +29,880 +144%
MSWM
158
McGlone Suttner Wealth Management
Wisconsin
$1.22M +$447K +17,962 +58%
VWM
159
Valley Wealth Managers
New Jersey
$1.22M -$9.49K -381 -0.8%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$1.21M +$1.21M +48,601 New
MBT
161
Montecito Bank & Trust
California
$1.16M +$122K +4,889 +12%
ACM
162
Advance Capital Management
Michigan
$1.15M +$17.6K +708 +2%
CA
163
Clearstead Advisors
Ohio
$1.13M +$877K +35,208 +342%
RCA
164
Resonant Capital Advisors
Wisconsin
$1.1M +$334K +13,403 +44%
CF
165
Cyr Financial
Illinois
$1.09M -$36.7K -1,475 -3%
PGAM
166
Princeton Global Asset Management
New Jersey
$1.07M +$79.7K +3,200 +8%
FTUS
167
Flow Traders U.S.
New York
$1.06M +$469K +18,829 +80%
FNB
168
Farmers National Bank
Kentucky
$1.05M +$1.05M +42,357 New
GWCM
169
Godshalk Welsh Capital Management
Pennsylvania
$1.04M +$819K +32,900 +378%
PIM
170
Penobscot Investment Management
Massachusetts
$1.03M +$539K +21,650 +111%
PWA
171
Provenance Wealth Advisors
Florida
$1.02M +$429K +17,219 +73%
MWM
172
Meridian Wealth Management
Kentucky
$999K +$402K +16,157 +67%
BSAM
173
Blue Square Asset Management
New York
$986K -$4.38K -176 -0.4%
HBT
174
Heartland Bank & Trust
Illinois
$981K +$742K +29,783 +309%
1L
175
10Elms LLP
Oklahoma
$975K +$975K +39,151 New
5 6
7
8 9