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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

141 hedge funds and large institutions have $627M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
76
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.3M
3
OMC
3
Old Mission Capital
Illinois
$11M
4
CIA
4
Capital Investment Advisors
Georgia
$35.7M
5
GA
5
Gateway Advisory
New Jersey
$8.03M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$1.48M
3
ACA
3
Aptus Capital Advisors
Alabama
$103M
4
SC
4
Saiph Capital
New Jersey
$1.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$103M 4,124,723 -109,157 -3%
CAI
2
Capital Advisors Inc
Oklahoma
$45.5M 1,822,604 +243,016 +15%
Bank of America
3
Bank of America
North Carolina
$42.8M 1,715,320 +257,362 +18%
Jane Street
4
Jane Street
New York
$38.9M 1,560,253 +1,348,381 +636%
CIA
5
Capital Investment Advisors
Georgia
$35.7M 1,431,042 +340,334 +31%
KA
6
Klingman & Associates
New York
$24.8M 993,784 +50,713 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.3M 975,268 +666,744 +216%
UBS Group
8
UBS Group
Switzerland
$21.4M 858,254 +314,205 +58%
SIC
9
Sigma Investment Counselors
Michigan
$21.4M 857,666 +80,279 +10%
Morgan Stanley
10
Morgan Stanley
New York
$20.7M 829,280 +203,954 +33%
LPL Financial
11
LPL Financial
California
$14.8M 592,662 +104,146 +21%
Ameriprise
12
Ameriprise
Minnesota
$12.7M 509,572 +273,800 +116%
OMC
13
Old Mission Capital
Illinois
$11M 439,284 +389,728 +786%
VVP
14
Venture Visionary Partners
Ohio
$8.38M 336,088 +139,240 +71%
ACM
15
Advisors Capital Management
New Jersey
$8.13M 325,906 +15,006 +5%
GA
16
Gateway Advisory
New Jersey
$8.03M 322,030 +322,030 New
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$7.98M 319,990 +289,345 +944%
AF
18
Arrow Financial
New York
$7.84M 314,250 +12,263 +4%
US Bancorp
19
US Bancorp
Minnesota
$7.54M 302,481 +22,433 +8%
PPWM
20
PFG Private Wealth Management
Florida
$7.47M 299,325 +10,228 +4%
Truist Financial
21
Truist Financial
North Carolina
$7.41M 297,014 +208,724 +236%
PSIWM
22
Paradigm Strategies in Wealth Management
Minnesota
$6.82M 273,511 +273,511 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.45M 258,698 +11,455 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.77M 231,250 +35,760 +18%
Wells Fargo
25
Wells Fargo
California
$5.74M 230,250 +76,321 +50%
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