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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

103 hedge funds and large institutions have $453M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
13
Increased
47
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$30.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$120M
3
Bank of America
3
Bank of America
North Carolina
$26.9M
4
ACM
4
Advisors Capital Management
New Jersey
$6.94M
5
LPL Financial
5
LPL Financial
California
$11.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.55M
2
LC
2
Legacy CG
Texas
$468K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.51M
4
ISB
4
Iowa State Bank
Iowa
$296K
5
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$120M 5,050,186 +1,226,227 +32%
CAI
2
Capital Advisors Inc
Oklahoma
$40.5M 1,723,329 +59,131 +4%
SL
3
Summitry LLC
California
$30.3M 1,271,533 +1,271,533 New
Bank of America
4
Bank of America
North Carolina
$26.9M 1,132,111 +482,645 +74%
CIA
5
Capital Investment Advisors
Georgia
$22.5M 947,466 +114,175 +14%
SIC
6
Sigma Investment Counselors
Michigan
$18.9M 793,566 -14,051 -2%
KA
7
Klingman & Associates
New York
$15.2M 637,470 +158,203 +33%
CIM
8
Confluence Investment Management
Missouri
$11.9M 502,132 -965 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$11.4M 477,353 +37,402 +9%
LPL Financial
10
LPL Financial
California
$11.1M 467,613 +262,266 +128%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.51M 357,572 -40,251 -10%
AF
12
Arrow Financial
New York
$7.44M 312,771 +648 +0.2%
ACM
13
Advisors Capital Management
New Jersey
$6.94M 287,245 +287,245 New
US Bancorp
14
US Bancorp
Minnesota
$6.87M 288,870 +33,605 +13%
PPWM
15
PFG Private Wealth Management
Florida
$6.65M 279,716 +83,574 +43%
MGIA
16
Matthew Goff Investment Advisor
Texas
$6.15M 258,529 -4,927 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.38M 226,033 +52,649 +30%
AIA
18
Arcadia Investment Advisors
Idaho
$5.2M 218,414 +6,530 +3%
Jane Street
19
Jane Street
New York
$5.02M 211,103 +211,103 New
SSB
20
Sandy Spring Bank
Maryland
$4.55M 191,028 -9,655 -5%
Ameriprise
21
Ameriprise
Minnesota
$4.4M 185,005 +80,762 +77%
SWMG
22
Signature Wealth Management Group
Georgia
$3.91M 164,359 +17,624 +12%
PWS
23
Peloton Wealth Strategists
Indiana
$3.66M 154,000 -7,000 -4%
UBS Group
24
UBS Group
Switzerland
$3.62M 152,198 +25,201 +20%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.58M 150,564 -6,158 -4%
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