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iShares iBonds Dec 2028 Term Corporate ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$85M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
$20.9M
3
UBS Group
UBS Group
Switzerland
$46M
4
BEI
Benjamin Edwards Inc
Missouri
$9.55M
5
Morgan Stanley
Morgan Stanley
New York
$78.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
KCM
Kathmere Capital Management
Pennsylvania
$23.5M
4
APP
Avantax Planning Partners
Iowa
$0
5
MSRI
Michael S. Ryan Inc
New York
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$180M +$4.83M +189,224 +3%
ACA
2
Aptus Capital Advisors
Alabama
$85M +$23.4M +917,525 +38%
Morgan Stanley
3
Morgan Stanley
New York
$78.3M +$7.36M +288,330 +10%
CIA
4
Capital Investment Advisors
Georgia
$65.6M +$4.44M +173,915 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$64.7M +$3.5M +137,086 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$50.7M +$5.4M +211,419 +12%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$48M +$2.95M +115,802 +7%
UBS Group
8
UBS Group
Switzerland
$46M +$11.4M +445,093 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.4M +$1.98M +77,597 +5%
WIC
10
Woodmont Investment Counsel
Tennessee
$37.4M +$2.47M +96,621 +7%
LPL Financial
11
LPL Financial
California
$36.9M +$2.86M +112,196 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$31.5M +$6.15M +240,971 +24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$30.8M +$1.99M +77,802 +7%
Wells Fargo
14
Wells Fargo
California
$30.5M +$3.3M +129,395 +12%
Ameriprise
15
Ameriprise
Minnesota
$30.4M +$1.36M +53,480 +5%
GWA
16
Gratus Wealth Advisors
Virginia
$28.4M +$1.23M +48,575 +5%
SIC
17
Sigma Investment Counselors
Michigan
$27.1M +$782K +30,636 +3%
KA
18
Klingman & Associates
New York
$27.1M +$61K +2,391 +0.2%
KCM
19
Kathmere Capital Management
Pennsylvania
$23.5M -$3.21M -125,768 -12%
HCM
20
Hengehold Capital Management
Ohio
$23.1M +$5.57M +218,126 +32%
GA
21
Gateway Advisory
New Jersey
$22M +$796K +31,197 +4%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$20.9M +$20.9M +819,769 New
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$20.6M +$4.12M +161,497 +25%
RW
24
RVW Wealth
California
$20.6M +$1.95M +76,194 +10%
Lido Advisors
25
Lido Advisors
California
$19.5M +$6.73M +263,476 +53%
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