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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 %
SG
176
Strid Group
Pennsylvania
$454K +$454K +18,217 New
EWM
177
Executive Wealth Management
Michigan
$452K +$172K +6,961 +61%
RSWA
178
Robinson Smith Wealth Advisors
Maine
$415K +$178K +7,151 +75%
CIAS
179
CFS Investment Advisory Services
New Jersey
$414K +$51.4K +2,062 +14%
RWM
180
Ritholtz Wealth Management
New York
$392K +$34.2K +1,375 +10%
SMC
181
Smith, Moore & Co
Missouri
$383K +$113K +4,549 +42%
MBT
182
Montecito Bank & Trust
California
$382K +$382K +15,319 New
EW
183
Element Wealth
Mississippi
$377K +$140K +5,623 +59%
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K +$97.7K +3,924 +35%
JAG
185
Journey Advisory Group
Kentucky
$371K +$371K +14,900 New
BAM
186
Belpointe Asset Management
Nevada
$369K +$369K +14,804 New
SWA
187
Strata Wealth Advisors
Texas
$364K – – –
DSC
188
Duncker Streett & Co
Missouri
$364K – – –
CWS
189
Cypress Wealth Services
California
$359K – – –
VFIC
190
Valley Forge Investment Consultants
Pennsylvania
$357K +$357K +14,344 New
FFA
191
Farther Finance Advisors
California
$355K +$343K +13,894 +3,060%
SB
192
Strategic Blueprint
Georgia
$352K +$352K +14,133 New
Bank of New York Mellon
193
Bank of New York Mellon
New York
$350K +$106K +4,264 +44%
TFS
194
Thoroughbred Financial Services
Tennessee
$348K +$66.9K +2,688 +24%
BONH
195
Bank of New Hampshire
New Hampshire
$337K +$105K +4,200 +45%
RBC
196
Roble Belko & Company
Pennsylvania
$332K – – –
PPP
197
Private Portfolio Partners
New Jersey
$331K +$331K +13,300 New
ATC
198
Adirondack Trust Company
New York
$320K +$63K +2,532 +25%
Comerica Bank
199
Comerica Bank
Texas
$312K +$11.1K +445 +4%
VA
200
Valmark Advisers
Ohio
$310K +$310K +12,441 New
6 7
8
9 10