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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.2M
2
Bank of America
2
Bank of America
North Carolina
$29.9M
3
SIC
3
Sigma Investment Counselors
Michigan
$19.7M
4
CIA
4
Capital Investment Advisors
Georgia
$19.7M
5
AIA
5
Arcadia Investment Advisors
Idaho
$5.24M

Top Sellers

1
PPWM
1
PFG Private Wealth Management
Florida
$4.85M
2
RJA
2
Raymond James & Associates
Florida
$2.26M
3
Jane Street
3
Jane Street
New York
$1.16M
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
Truist Financial
5
Truist Financial
North Carolina
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.9M 1,056,269 +133,846 +15%
SIC
2
Sigma Investment Counselors
Michigan
$19.7M 697,104 +87,639 +14%
CIA
3
Capital Investment Advisors
Georgia
$19.7M 694,706 +67,407 +11%
CIM
4
Confluence Investment Management
Missouri
$14M 494,300 +7,145 +1%
Wells Fargo
5
Wells Fargo
California
$12.2M 430,430 +242,611 +129%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.7M 377,186 +8,884 +2%
Morgan Stanley
7
Morgan Stanley
New York
$7.83M 276,564 +31,365 +13%
MGIA
8
Matthew Goff Investment Advisor
Texas
$7.31M 258,267 +36,611 +17%
US Bancorp
9
US Bancorp
Minnesota
$6.23M 220,179 +4,050 +2%
SSB
10
Sandy Spring Bank
Maryland
$5.62M 198,635 +15,470 +8%
AIA
11
Arcadia Investment Advisors
Idaho
$5.24M 185,287 +49,613 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.2M 183,602 +9,116 +5%
PPWM
13
PFG Private Wealth Management
Florida
$4.85M 171,370 -61,577 -26%
PWS
14
Peloton Wealth Strategists
Indiana
$4.37M 154,500 – –
KF
15
Krilogy Financial
Missouri
$3.95M 139,749 -718 -0.5%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$3.81M 134,779 +14,278 +12%
LPL Financial
17
LPL Financial
California
$3.72M 131,594 +9,569 +8%
LC
18
Legacy CG
Texas
$3.55M 125,274 +125,274 New
4FG
19
4Thought Financial Group
New York
$3.39M 119,678 +5,635 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.22M 113,773 +18,164 +19%
UBS Group
21
UBS Group
Switzerland
$2.87M 101,400 +3,020 +3%
Ameriprise
22
Ameriprise
Minnesota
$2.68M 94,742 +4,906 +5%
SWMG
23
Signature Wealth Management Group
Georgia
$2.62M 92,423 +4,623 +5%
Stifel Financial
24
Stifel Financial
Missouri
$2.44M 86,185 +1,890 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.42M 85,672 -4,602 -5%
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