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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

77 hedge funds and large institutions have $159M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
38
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.73M
2
SIC
2
Sigma Investment Counselors
Michigan
$12.7M
3
KF
3
Krilogy Financial
Missouri
$4M
4
4FG
4
4Thought Financial Group
New York
$2.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.43M

Top Sellers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TCCM
5
Timber Creek Capital Management
Massachusetts
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.8M 734,043 +79,997 +12%
CIM
2
Confluence Investment Management
Missouri
$13.4M 472,848 +16,334 +4%
CIA
3
Capital Investment Advisors
Georgia
$12.8M 450,569 +69,678 +18%
SIC
4
Sigma Investment Counselors
Michigan
$12.7M 446,893 +144,632 +48%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.73M 273,113 +255,039 +1,411%
PPWM
6
PFG Private Wealth Management
Florida
$5.81M 205,132 +18,330 +10%
Wells Fargo
7
Wells Fargo
California
$5.31M 187,653 +17,241 +10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.93M 173,944 +5,904 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.63M 163,502 +15,094 +10%
US Bancorp
10
US Bancorp
Minnesota
$4.58M 161,639 -944 -0.6%
SSB
11
Sandy Spring Bank
Maryland
$4.19M 147,825 +3,650 +3%
KF
12
Krilogy Financial
Missouri
$4M 141,381 +141,381 New
RJA
13
Raymond James & Associates
Florida
$3.63M 128,288 -2,994 -2%
Morgan Stanley
14
Morgan Stanley
New York
$3.62M 127,695 +45,018 +54%
Citadel Advisors
15
Citadel Advisors
Florida
$3.43M 121,257 +86,701 +251%
4FG
16
4Thought Financial Group
New York
$2.87M 101,347 +101,347 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.73M 96,419 +5 +0%
UCFA
18
United Capital Financial Advisors
Texas
$2.63M 93,021 -1,021 -1%
SWMG
19
Signature Wealth Management Group
Georgia
$2.42M 85,432 +7,629 +10%
PWS
20
Peloton Wealth Strategists
Indiana
$2.34M 82,500 +21,500 +35%
CTC
21
Central Trust Company
Missouri
$2.31M 81,574 +14,200 +21%
Ameriprise
22
Ameriprise
Minnesota
$2.28M 80,615 +25,295 +46%
Stifel Financial
23
Stifel Financial
Missouri
$2.2M 77,538 +1,225 +2%
WI
24
WrapManager Inc
California
$1.94M 68,360 +859 +1%
UBS Group
25
UBS Group
Switzerland
$1.9M 66,919 +13,294 +25%
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