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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 %
WFA
201
Wells Financial Advisors
Massachusetts
$140K – – –
OHWP
202
Oak Harbor Wealth Partners
North Carolina
$136K +$12.5K +500 +10%
AA
203
Addison Advisors
Vermont
$132K +$11K +440 +9%
PWA
204
Provenance Wealth Advisors
Florida
$127K +$31.6K +1,260 +33%
KHC
205
Koesten Hirschmann & Crabtree
Kansas
$124K +$124K +4,960 New
BWL
206
Bogart Wealth LLC
Virginia
$120K +$56K +2,231 +88%
BC
207
Barrett & Company
Rhode Island
$83.8K +$351 +14 +0.4%
KOCAA
208
Knights of Columbus Asset Advisors
Connecticut
$72.3K – – –
FHA
209
First Horizon Advisors
Tennessee
$71.3K +$71.3K +2,842 New
S
210
Sachetta
Massachusetts
$67.7K +$67.7K +2,700 New
SPIA
211
Steward Partners Investment Advisory
New York
$59.7K – – –
PFM
212
Phillips Financial Management
Indiana
$58K – – –
OAJ
213
Ogorek Anthony Joseph
New York
$56K – – –
PTC
214
Private Trust Company
Ohio
$55.2K +$25.8K +1,027 +87%
LA
215
LM Advisors
California
$51.1K +$51.1K +2,035 New
JHCP
216
Jackson Hole Capital Partners
Oklahoma
$48.2K +$48.2K +1,920 New
LB
217
Legacy Bridge
Iowa
$47.7K +$47.7K +1,900 New
RF
218
Robbins Farley
New Hampshire
$45.3K – – –
FRA
219
Front Row Advisors
California
$40.1K – – –
HI
220
Harbour Investments
Wisconsin
$39.9K +$577 +23 +1%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$35.1K – – –
SC
222
Stephens Consulting
Michigan
$32.8K – – –
YDMI
223
Y.D. More Investments
Israel
$31.9K – – –
PA
224
PSI Advisors
Florida
$25.1K – – –
ASN
225
Advisory Services Network
Georgia
$25.1K +$25.1K +1,000 New
6 7 8
9
10