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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

155 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
78
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
$15M
4
ACM
Advisors Capital Management
New Jersey
$22.2M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M

Top Sellers

1
Jane Street
Jane Street
New York
$8.29M
2
ACA
Aptus Capital Advisors
Alabama
$89.3M
3
OMC
Old Mission Capital
Illinois
$1.34M
4
GPA
Guidance Point Advisors
Massachusetts
$2.69M
5
IA
IFP Advisors
Florida
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$89.3M -$11.8M -480,131 -12%
Bank of America
2
Bank of America
North Carolina
$49.8M +$7.82M +319,250 +19%
CAI
3
Capital Advisors Inc
Oklahoma
$46.8M +$2.17M +88,560 +5%
CIA
4
Capital Investment Advisors
Georgia
$40M +$4.98M +203,386 +14%
Morgan Stanley
5
Morgan Stanley
New York
$29.7M +$9.39M +383,288 +46%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.3M +$23.3M +952,753 +1,194%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.2M +$1.27M +51,749 +5%
KA
8
Klingman & Associates
New York
$24.8M +$474K +19,338 +2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$23.9M +$23.9M +973,525 New
ACM
10
Advisors Capital Management
New Jersey
$22.2M +$14.2M +578,656 +178%
SIC
11
Sigma Investment Counselors
Michigan
$21.6M +$583K +23,814 +3%
UBS Group
12
UBS Group
Switzerland
$20.2M -$841K -34,346 -4%
GA
13
Gateway Advisory
New Jersey
$17.1M +$9.25M +377,474 +117%
LPL Financial
14
LPL Financial
California
$16M +$1.47M +59,912 +10%
Corient Private Wealth
15
Corient Private Wealth
Florida
$15M +$15M +611,079 New
Ameriprise
16
Ameriprise
Minnesota
$13.7M +$1.22M +49,523 +10%
US Bancorp
17
US Bancorp
Minnesota
$10.3M +$2.9M +118,280 +39%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$9.53M +$8.08M +329,641 +556%
VVP
19
Venture Visionary Partners
Ohio
$8.73M +$494K +20,183 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$8.42M +$585K +23,865 +7%
PSIWM
21
Paradigm Strategies in Wealth Management
Minnesota
$8.29M +$1.59M +65,052 +24%
Jane Street
22
Jane Street
New York
$8.29M -$29.9M -1,221,906 -78%
AF
23
Arrow Financial
New York
$8M +$297K +12,137 +4%
PPWM
24
PFG Private Wealth Management
Florida
$7.79M +$453K +18,485 +6%
Truist Financial
25
Truist Financial
North Carolina
$7.75M +$474K +19,338 +7%
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