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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 %
SMC
176
Smith, Moore & Co
Missouri
$272K +$272K +10,823 New
PS
177
Principal Securities
Iowa
$265K +$265K +10,553 New
MOS
178
MGO One Seven
Ohio
$263K +$263K +10,499 New
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$258K +$258K +10,285 New
ISB
180
Iowa State Bank
Iowa
$258K +$5.5K +219 +2%
MA
181
MKT Advisors
California
$257K +$257K +10,327 New
ATC
182
Adirondack Trust Company
New York
$255K +$255K +10,303 New
HFA
183
Highland Financial Advisors
New Jersey
$255K +$255K +10,162 New
MCM
184
Morton Capital Management
California
$250K +$250K +9,975 New
ECM
185
Exchange Capital Management
Michigan
$248K -$14.9K -595 -6%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$246K -$2.45M -97,545 -91%
SC
187
Scotia Capital
Ontario, Canada
$241K +$241K +9,600 New
WJA
188
Willis Johnson & Associates
Texas
$240K – – –
EW
189
Element Wealth
Mississippi
$238K +$50.8K +2,026 +27%
RSWA
190
Robinson Smith Wealth Advisors
Maine
$238K +$238K +9,500 New
CAN
191
Cetera Advisor Networks
California
$238K -$217K -8,629 -48%
BONH
192
Bank of New Hampshire
New Hampshire
$234K +$61K +2,430 +35%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$225K +$225K +8,968 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$219K +$219K +8,744 New
BWM
195
BCS Wealth Management
Tennessee
$216K +$216K +8,605 New
RFN
196
Redwood Financial Network
Ohio
$215K -$37.8K -1,508 -15%
AMM
197
American Money Management
California
$207K -$23.4K -932 -10%
CHA
198
Cooper/Haims Advisors
New York
$206K +$206K +8,230 New
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$206K +$206K +8,203 New
AM
200
Atwater Malick
Pennsylvania
$202K +$202K +8,064 New
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