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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$402K +$402K +15,735 New
RBC
202
Roble Belko & Company
Pennsylvania
$396K +$18.2K +712 +5%
KWS
203
Keystone Wealth Services
California
$390K -$47.3K -1,854 -11%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$375K +$4.32K +169 +1%
SWA
205
Strata Wealth Advisors
Texas
$373K – – –
CFO
206
CVA Family Office
Colorado
$371K +$253K +9,915 +215%
PJSIMP
207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$28.1K +1,100 +8%
CWS
208
Cypress Wealth Services
California
$368K – – –
AA
209
Ancora Advisors
Ohio
$358K +$358K +14,041 New
RFN
210
Redwood Financial Network
Ohio
$354K +$36.8K +1,442 +12%
CL
211
COWA LLC
Oklahoma
$348K +$348K +13,635 New
Jones Financial Companies
212
Jones Financial Companies
Missouri
$341K +$261K +10,207 +326%
MAS
213
Madden Advisory Services
Florida
$340K +$340K +13,309 New
PPP
214
Private Portfolio Partners
New Jersey
$340K – – –
SPWM
215
Straight Path Wealth Management
Michigan
$338K +$48.1K +1,883 +17%
SB
216
Strategic Blueprint
Georgia
$332K +$5.67K +222 +2%
HPC
217
HM Payson & Co
Maine
$326K +$297K +11,635 +1,023%
IAN
218
Integrated Advisors Network
Texas
$309K +$49.9K +1,953 +19%
LIA
219
LBMC Investment Advisors
Tennessee
$299K +$299K +11,705 New
JAG
220
Journey Advisory Group
Kentucky
$295K – – –
CPIG
221
Chicago Partners Investment Group
Illinois
$293K – – –
BONH
222
Bank of New Hampshire
New Hampshire
$291K -$46K -1,800 -14%
RFC
223
Regions Financial Corp
Alabama
$285K +$59.7K +2,338 +26%
PS
224
Principal Securities
Iowa
$275K +$5.62K +220 +2%
RW
225
REDW Wealth
New Mexico
$274K – – –
7 8
9
10 11