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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

63 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
38
Reduced
12
Closed
4
Calls
–
Puts
$297K
Net Calls
-$297K
Net Calls Change
-$297K

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
$9.64M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.41M
3
US Bancorp
US Bancorp
Minnesota
$3.62M
4
Jane Street
Jane Street
New York
$4.14M
5
SSB
Sandy Spring Bank
Maryland
$3.46M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$0
2
AFM
Andesa Financial Management
Pennsylvania
$0
3
RJA
Raymond James & Associates
Florida
$3.06M
4
WAS
Wealth Advisory Solutions
Indiana
$1.3M
5
Wells Fargo
Wells Fargo
California
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.2M +$285K +9,813 +2%
MFWM
2
Motley Fool Wealth Management
Virginia
$15.2M +$608K +20,899 +4%
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$13.5M +$1M +34,467 +8%
CIM
4
Confluence Investment Management
Missouri
$13.3M +$228K +7,829 +2%
CIA
5
Capital Investment Advisors
Georgia
$9.64M +$2.65M +91,209 +38%
PPWM
6
PFG Private Wealth Management
Florida
$5.04M +$393K +13,492 +8%
Wells Fargo
7
Wells Fargo
California
$4.59M -$579K -19,891 -11%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.29M +$124K +4,232 +3%
Jane Street
9
Jane Street
New York
$4.14M +$1.48M +50,895 +56%
US Bancorp
10
US Bancorp
Minnesota
$3.62M +$2.41M +82,861 +199%
SSB
11
Sandy Spring Bank
Maryland
$3.46M +$1.1M +37,920 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.41M +$2.53M +87,106 +288%
RJA
13
Raymond James & Associates
Florida
$3.06M -$646K -22,203 -17%
UBS Group
14
UBS Group
Switzerland
$2.86M +$428K +14,696 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.75M -$241K -8,298 -8%
UCFA
16
United Capital Financial Advisors
Texas
$2.44M -$114K -3,920 -4%
SWMG
17
Signature Wealth Management Group
Georgia
$2.24M +$873 +30 +0%
Morgan Stanley
18
Morgan Stanley
New York
$2.2M +$52.7K +1,810 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.11M +$6.72K +231 +0.3%
Stifel Financial
20
Stifel Financial
Missouri
$2.05M +$85.6K +2,942 +4%
CTC
21
Central Trust Company
Missouri
$1.61M +$412K +14,178 +34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.5M +$193K +6,633 +15%
Ameriprise
23
Ameriprise
Minnesota
$1.41M +$154K +5,292 +12%
PWS
24
Peloton Wealth Strategists
Indiana
$1.4M +$640K +22,000 +85%
WAS
25
Wealth Advisory Solutions
Indiana
$1.3M -$584K -20,068 -31%
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