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

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$602K +$54.3K +2,180 +10%
JCM
202
Jacobi Capital Management
Pennsylvania
$599K +$181K +7,262 +43%
DSC
203
Duncker Streett & Co
Missouri
$594K +$196K +7,871 +49%
SWC
204
Spectrum Wealth Counsel
Indiana
$568K +$2.91K +117 +0.5%
RSWM
205
Robertson Stephens Wealth Management
California
$546K +$58.8K +2,360 +12%
SWM
206
Stockman Wealth Management
Montana
$546K -$16.3K -655 -3%
MA
207
Mutual Advisors
Nebraska
$545K +$10.2K +410 +2%
JBA
208
Johnson Bixby & Associates
Washington
$542K +$542K +21,762 New
HIA
209
Harbor Investment Advisory
Maryland
$538K +$518K +20,794 +2,551%
TFS
210
Thoroughbred Financial Services
Tennessee
$538K +$64.8K +2,604 +14%
DP
211
Dearborn Partners
Illinois
$536K +$274 +11 +0.1%
SFO
212
Stokes Family Office
Louisiana
$530K – – –
4WM
213
4J Wealth Management
Virginia
$514K -$13.9K -560 -3%
FIB
214
First Interstate Bank
Montana
$512K +$315K +12,669 +160%
1WM
215
1900 Wealth Management
Texas
$510K +$7.84K +315 +2%
BAM
216
Belpointe Asset Management
Nevada
$484K +$53.5K +2,110 +12%
RBC
217
Roble Belko & Company
Pennsylvania
$476K +$89.4K +3,589 +23%
BWM
218
BCS Wealth Management
Tennessee
$463K – – –
RSWA
219
Robinson Smith Wealth Advisors
Maine
$462K – – –
RWM
220
Ritholtz Wealth Management
New York
$462K +$69.7K +2,800 +18%
EW
221
Element Wealth
Mississippi
$447K +$52.2K +2,096 +13%
MML Investors Services
222
MML Investors Services
Massachusetts
$443K +$22.1K +888 +5%
RFN
223
Redwood Financial Network
Ohio
$441K +$95.5K +3,834 +28%
KC
224
Kades & Cheifetz
Pennsylvania
$433K +$433K +17,370 New
MAS
225
Madden Advisory Services
Florida
$420K +$88.5K +3,556 +27%
7 8
9
10 11