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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
1
Summitry LLC
California
$30.1M
2
Bank of America
2
Bank of America
North Carolina
$191M
3
AWM
3
Apollon Wealth Management
South Carolina
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.4M
5
Truist Financial
5
Truist Financial
North Carolina
$21.4M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
2
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Beacon Financial Group
Texas
$972K +$212K +8,512 +28%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$957K – – –
HS
178
Horan Securities
United States
$948K +$948K +38,079 New
LHC
179
Little House Capital
Massachusetts
$921K -$141K -5,643 -13%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$910K -$327K -13,118 -26%
BSSFA
181
Baron Silver Stevens Financial Advisors
Florida
$907K +$105K +4,210 +13%
GHA
182
Granite Harbor Advisors
Texas
$897K +$126K +5,051 +16%
APW
183
Austin Private Wealth
Texas
$895K +$23.2K +930 +3%
SWA
184
Sightline Wealth Advisors
Connecticut
$847K +$448K +18,006 +112%
Comerica Bank
185
Comerica Bank
Texas
$842K +$209K +8,397 +33%
CSP
186
Cary Street Partners
Virginia
$816K +$816K +32,763 New
Jones Financial Companies
187
Jones Financial Companies
Missouri
$803K +$470K +18,891 +142%
Renaissance Technologies
188
Renaissance Technologies
New York
$789K -$82.2K -3,300 -9%
Bank of New York Mellon
189
Bank of New York Mellon
New York
$770K +$123K +4,948 +19%
BCM
190
Brookstone Capital Management
Illinois
$732K +$129K +5,162 +21%
LF
191
Lee Financial
Texas
$720K – – –
CPRC
192
Consolidated Portfolio Review Corp
New York
$712K +$712K +28,609 New
BlackRock
193
BlackRock
New York
$698K +$694K +27,888 +19,920%
Neuberger Berman Group
194
Neuberger Berman Group
New York
$681K – – –
MFG
195
Mendota Financial Group
Wisconsin
$658K -$400K -16,053 -38%
PP
196
Prosperity Planning
Missouri
$655K -$672K – –
BBNB
197
Baker Boyer National Bank
Washington
$649K +$50.1K +2,012 +8%
DWT
198
Dorsey & Whitney Trust
South Dakota
$647K – – –
SWP
199
Summit Wealth Partners
Florida
$646K -$28.7K -1,153 -4%
AGP
200
Autumn Glory Partners
Texas
$617K -$2.04K -82 -0.3%
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