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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

50 hedge funds and large institutions have $96.3M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
15
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$16.6M
2
Bank of America
Bank of America
North Carolina
+$1.5M
3
Ameriprise
Ameriprise
Minnesota
+$1.1M
4
SSB
Sandy Spring Bank
Maryland
+$880K
5
AC
Avestar Capital
New York
+$846K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$7.78M
2
CIA
Capital Investment Advisors
Georgia
-$2.38M
3
CIM
Confluence Investment Management
Missouri
-$1.49M
4
RJA
Raymond James & Associates
Florida
-$1.42M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$16.6M +$16.6M +631,404 New
Bank of America
2
Bank of America
North Carolina
$13.9M +$1.5M +57,009 +12%
MFWM
3
Motley Fool Wealth Management
Virginia
$13.5M -$865K -32,980 -6%
CIM
4
Confluence Investment Management
Missouri
$11.6M -$1.49M -56,827 -11%
Wells Fargo
5
Wells Fargo
California
$4.46M +$562K +21,419 +14%
PPWM
6
PFG Private Wealth Management
Florida
$4.09M -$11.7K -445 -0.3%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$3.36M +$183K +6,955 +6%
RJA
8
Raymond James & Associates
Florida
$2.72M -$1.42M -54,141 -34%
UCFA
9
United Capital Financial Advisors
Texas
$2.68M -$208K -7,936 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.68M -$218K -8,325 -8%
SWMG
11
Signature Wealth Management Group
Georgia
$2.02M +$88.4K +3,369 +5%
Stifel Financial
12
Stifel Financial
Missouri
$1.71M -$7.78M -297,704 -82%
SSB
13
Sandy Spring Bank
Maryland
$1.64M +$880K +33,520 +116%
UBS Group
14
UBS Group
Switzerland
$1.37M -$144K -5,470 -9%
TCCM
15
Timber Creek Capital Management
Massachusetts
$1.28M +$95.1K +3,625 +8%
Ameriprise
16
Ameriprise
Minnesota
$1.1M +$1.1M +41,925 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.07M -$1.19M -45,422 -53%
Morgan Stanley
18
Morgan Stanley
New York
$1.03M +$407K +15,520 +66%
AC
19
Avestar Capital
New York
$846K +$846K +32,238 New
WAS
20
Wealth Advisory Solutions
Indiana
$836K -$11.2K -427 -1%
SFO
21
Stokes Family Office
Louisiana
$748K – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$700K +$700K +26,667 New
ADL
23
Asset Dedication LLC
California
$563K -$108K -4,179 -16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$465K +$185K +7,027 +66%
Citadel Advisors
25
Citadel Advisors
Florida
$439K -$1.15M -43,730 -72%
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