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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
236
Holders Change
+58
Holders Change %
+32.58%
% of All Funds
3.46%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
117
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$108M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$29.6M
5
RW
5
RVW Wealth
California
$15.9M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$1.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$54.7M
4
VVP
4
Venture Visionary Partners
Ohio
$3.39M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$9.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$148M 5,885,391 +2,949,210 +100%
Morgan Stanley
2
Morgan Stanley
New York
$108M 4,298,354 +2,452,562 +133%
ACA
3
Aptus Capital Advisors
Alabama
$54.7M 2,179,947 -356,572 -14%
CAI
4
Capital Advisors Inc
Oklahoma
$52M 2,073,475 +89,957 +5%
CIA
5
Capital Investment Advisors
Georgia
$49.9M 1,988,746 +152,023 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.3M 1,368,310 +204,184 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$32.6M 1,298,054 +138,676 +12%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$31.4M 1,249,626 +211,447 +20%
WIC
9
Woodmont Investment Counsel
Tennessee
$29.6M 1,179,479 +652,777 +124%
UBS Group
10
UBS Group
Switzerland
$28.3M 1,127,059 +176,718 +19%
KA
11
Klingman & Associates
New York
$26.9M 1,072,916 +35,474 +3%
LPL Financial
12
LPL Financial
California
$24.9M 993,869 +46,604 +5%
ACM
13
Advisors Capital Management
New Jersey
$24.7M 985,593 +78,021 +9%
SIC
14
Sigma Investment Counselors
Michigan
$24.6M 981,895 +72,775 +8%
Ameriprise
15
Ameriprise
Minnesota
$23M 914,870 +370,518 +68%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.4M 853,673 +182,729 +27%
KCM
17
Kathmere Capital Management
Pennsylvania
$20.8M 827,554 +827,554 New
GA
18
Gateway Advisory
New Jersey
$18.6M 740,950 +32,691 +5%
Wells Fargo
19
Wells Fargo
California
$18.5M 736,847 +151,538 +26%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$16.8M 671,531 +405,784 +153%
US Bancorp
21
US Bancorp
Minnesota
$16.6M 661,313 +173,084 +35%
RW
22
RVW Wealth
California
$15.9M 634,955 +612,139 +2,683%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$15.4M 612,963 -1,270 -0.2%
Stifel Financial
24
Stifel Financial
Missouri
$15.2M 606,208 +9,024 +2%
NA
25
NewEdge Advisors
Louisiana
$14.2M 569,789 +391,480 +220%
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