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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

42 hedge funds and large institutions have $93.2M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.67M
2
CIA
Capital Investment Advisors
Georgia
+$2.38M
3
RJA
Raymond James & Associates
Florida
+$1.95M
4
Wells Fargo
Wells Fargo
California
+$1.85M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.68M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$822K
3
Stifel Financial
Stifel Financial
Missouri
-$472K
4
PWS
Peloton Wealth Strategists
Indiana
-$333K
5
CIM
Confluence Investment Management
Missouri
-$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
1
Motley Fool Wealth Management
Virginia
$15.2M -$140K -5,038 -0.9%
CIM
2
Confluence Investment Management
Missouri
$13.6M -$251K -9,251 -2%
Bank of America
3
Bank of America
North Carolina
$13.2M +$3.67M +132,357 +39%
Stifel Financial
4
Stifel Financial
Missouri
$9.98M -$472K -17,172 -5%
RJA
5
Raymond James & Associates
Florida
$4.38M +$1.95M +70,238 +80%
PPWM
6
PFG Private Wealth Management
Florida
$4.34M +$4.34M +156,228 New
Wells Fargo
7
Wells Fargo
California
$4.12M +$1.85M +66,688 +82%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$3.36M -$43.9K -1,581 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.06M +$11.5K +415 +0.4%
UCFA
10
United Capital Financial Advisors
Texas
$3.05M +$24.6K +886 +0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.39M +$308K +11,097 +15%
CIA
12
Capital Investment Advisors
Georgia
$2.38M +$2.38M +85,864 New
SWMG
13
Signature Wealth Management Group
Georgia
$2.04M +$61K +2,198 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.68M +$1.68M +60,447 New
UBS Group
15
UBS Group
Switzerland
$1.61M +$243K +8,772 +18%
TCCM
16
Timber Creek Capital Management
Massachusetts
$1.25M -$15.5K -560 -1%
WAS
17
Wealth Advisory Solutions
Indiana
$896K +$896K +32,294 New
SSB
18
Sandy Spring Bank
Maryland
$804K +$245K +8,845 +44%
SFO
19
Stokes Family Office
Louisiana
$791K +$791K +28,500 New
ADL
20
Asset Dedication LLC
California
$715K +$254K +9,193 +55%
Morgan Stanley
21
Morgan Stanley
New York
$654K +$167K +6,020 +34%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$469K +$469K +16,903 New
DP
23
Dearborn Partners
Illinois
$382K +$104K +3,739 +37%
ECM
24
Exchange Capital Management
Michigan
$344K +$4.66K +168 +1%
ACS
25
Archford Capital Strategies
Illinois
$313K +$45.1K +1,626 +17%
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