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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$70.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.4M
4
Stifel Financial
4
Stifel Financial
Missouri
$14.4M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$12.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$61M
2
PPWM
2
PFG Private Wealth Management
Florida
$6.38M
3
OMC
3
Old Mission Capital
Illinois
$341K
4
IA
4
IFP Advisors
Florida
$558K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$70.6M 2,936,181 +901,611 +44%
ACA
2
Aptus Capital Advisors
Alabama
$61M 2,536,519 -1,108,073 -30%
CAI
3
Capital Advisors Inc
Oklahoma
$47.7M 1,983,518 +72,354 +4%
Morgan Stanley
4
Morgan Stanley
New York
$44.4M 1,845,792 +633,224 +52%
CIA
5
Capital Investment Advisors
Georgia
$44.1M 1,836,723 +202,295 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28M 1,164,126 +131,597 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.9M 1,159,378 +132,361 +13%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$24.9M 1,038,179 +64,654 +7%
KA
9
Klingman & Associates
New York
$24.9M 1,037,442 +24,320 +2%
UBS Group
10
UBS Group
Switzerland
$22.8M 950,341 +126,433 +15%
LPL Financial
11
LPL Financial
California
$22.8M 947,265 +294,691 +45%
SIC
12
Sigma Investment Counselors
Michigan
$21.8M 909,120 +27,640 +3%
ACM
13
Advisors Capital Management
New Jersey
$21.8M 907,572 +3,010 +0.3%
GA
14
Gateway Advisory
New Jersey
$17M 708,259 +8,755 +1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$16.5M 685,595 +74,516 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$16.1M 670,944 +651,470 +3,345%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$14.8M 614,233 +225,264 +58%
Jane Street
18
Jane Street
New York
$14.5M 603,282 +264,935 +78%
Stifel Financial
19
Stifel Financial
Missouri
$14.4M 597,184 +531,477 +809%
Wells Fargo
20
Wells Fargo
California
$14.1M 585,309 +358,161 +158%
Ameriprise
21
Ameriprise
Minnesota
$13.1M 544,352 -14,743 -3%
WIC
22
Woodmont Investment Counsel
Tennessee
$12.7M 526,702 +249,544 +90%
GBWM
23
Granite Bay Wealth Management
New Hampshire
$12.3M 504,000 +504,000 New
US Bancorp
24
US Bancorp
Minnesota
$11.7M 488,229 +67,468 +16%
AF
25
Arrow Financial
New York
$11.2M 464,338 +137,951 +42%
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