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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 $186M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
40
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.8M
2
CIA
2
Capital Investment Advisors
Georgia
$15.9M
3
SIC
3
Sigma Investment Counselors
Michigan
$15.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.17M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M

Top Sellers

1
CTC
1
Central Trust Company
Missouri
$797K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.94M
3
SFO
3
Stokes Family Office
Louisiana
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$25.8M 893,125 +159,082 +22%
CIA
2
Capital Investment Advisors
Georgia
$15.9M 550,021 +99,452 +22%
SIC
3
Sigma Investment Counselors
Michigan
$15.8M 545,530 +98,637 +22%
CIM
4
Confluence Investment Management
Missouri
$14M 484,985 +12,137 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M 352,269 +79,156 +29%
PPWM
6
PFG Private Wealth Management
Florida
$6.26M 216,568 +11,436 +6%
Morgan Stanley
7
Morgan Stanley
New York
$6.17M 213,590 +85,895 +67%
US Bancorp
8
US Bancorp
Minnesota
$5.92M 204,743 +43,104 +27%
Wells Fargo
9
Wells Fargo
California
$5.49M 190,061 +2,408 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.91M 169,801 +6,299 +4%
SSB
11
Sandy Spring Bank
Maryland
$4.81M 166,370 +18,545 +13%
KF
12
Krilogy Financial
Missouri
$3.97M 137,470 -3,911 -3%
RJA
13
Raymond James & Associates
Florida
$3.96M 136,872 +8,584 +7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$3.94M 136,256 -37,688 -22%
PWS
15
Peloton Wealth Strategists
Indiana
$3.89M 134,500 +52,000 +63%
Citadel Advisors
16
Citadel Advisors
Florida
$3.28M 113,347 -7,910 -7%
4FG
17
4Thought Financial Group
New York
$3.06M 105,998 +4,651 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.7M 93,316 -3,103 -3%
UBS Group
19
UBS Group
Switzerland
$2.67M 92,339 +25,420 +38%
UCFA
20
United Capital Financial Advisors
Texas
$2.64M 91,230 -1,791 -2%
SWMG
21
Signature Wealth Management Group
Georgia
$2.53M 87,432 +2,000 +2%
Ameriprise
22
Ameriprise
Minnesota
$2.52M 86,904 +6,289 +8%
Stifel Financial
23
Stifel Financial
Missouri
$2.41M 83,483 +5,945 +8%
LPL Financial
24
LPL Financial
California
$2.36M 81,690 +47,934 +142%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.26M 78,023 +20,991 +37%
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