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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$59.8M
2
Bank of America
Bank of America
North Carolina
$170M
3
MFG
Monumental Financial Group
Maryland
$9.33M
4
Morgan Stanley
Morgan Stanley
New York
$68.8M
5
Lido Advisors
Lido Advisors
California
$12.4M

Top Sellers

1
Jane Street
Jane Street
New York
$1.96M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
US Bancorp
US Bancorp
Minnesota
$14.8M
4
APP
Avantax Planning Partners
Iowa
$2.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
176
Stokes Family Office
Louisiana
$527K – – –
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$523K -$260K -10,497 -33%
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$520K +$246K +9,933 +90%
Mariner
179
Mariner
Kansas
$504K -$2.63K -106 -0.5%
SWM
180
Stockman Wealth Management
Montana
$501K -$19.3K -780 -4%
BBNB
181
Baker Boyer National Bank
Washington
$498K +$498K +20,120 New
4WM
182
4J Wealth Management
Virginia
$494K +$24.8K +1,000 +5%
1WM
183
1900 Wealth Management
Texas
$494K – – –
SG
184
Strid Group
Pennsylvania
$488K +$36.3K +1,466 +8%
RSWM
185
Robertson Stephens Wealth Management
California
$483K -$25.3K -1,020 -5%
BCPWM
186
Bradley & Co Private Wealth Management
Florida
$483K – – –
TFS
187
Thoroughbred Financial Services
Tennessee
$463K +$117K +4,720 +34%
BWM
188
BCS Wealth Management
Tennessee
$461K – – –
RSWA
189
Robinson Smith Wealth Advisors
Maine
$446K +$33.5K +1,353 +8%
ATC
190
Adirondack Trust Company
New York
$437K +$119K +4,789 +37%
BCM
191
Brookstone Capital Management
Illinois
$431K +$124K +4,968 +40%
KWS
192
Keystone Wealth Services
California
$424K -$89.8K -3,624 -17%
PIM
193
Penobscot Investment Management
Massachusetts
$399K +$399K +16,100 New
DSC
194
Duncker Streett & Co
Missouri
$396K +$33.9K +1,369 +9%
DWA
195
Delap Wealth Advisory
Oregon
$394K +$394K +15,892 New
RWM
196
Ritholtz Wealth Management
New York
$390K – – –
SMC
197
Smith, Moore & Co
Missouri
$390K +$9.29K +375 +2%
RBC
198
Roble Belko & Company
Pennsylvania
$367K +$36.5K +1,472 +11%
SWA
199
Strata Wealth Advisors
Texas
$362K – – –
VFIC
200
Valley Forge Investment Consultants
Pennsylvania
$359K +$4.19K +169 +1%
6 7
8
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