IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$251K +$1.09K +44 +0.4%
MML Investors Services
227
MML Investors Services
Massachusetts
$247K -$32.3K -1,303 -12%
ECM
228
Exchange Capital Management
Michigan
$245K
SC
229
Scotia Capital
Ontario, Canada
$238K
WJA
230
Willis Johnson & Associates
Texas
$237K
RFC
231
Regions Financial Corp
Alabama
$219K +$219K +8,831 New
AM
232
Atwater Malick
Pennsylvania
$215K
AA
233
Addison Advisors
Vermont
$211K +$50.8K +2,052 +32%
CHA
234
Cooper/Haims Advisors
New York
$204K
ISB
235
Iowa State Bank
Iowa
$201K -$19.3K -780 -9%
PFM
236
Phillips Financial Management
Indiana
$186K +$49.9K +2,014 +37%
PWA
237
Provenance Wealth Advisors
Florida
$146K +$25.3K +1,022 +21%
WFA
238
Wells Financial Advisors
Massachusetts
$138K
OHWP
239
Oak Harbor Wealth Partners
North Carolina
$135K
BWL
240
Bogart Wealth LLC
Virginia
$133K +$74 +3 +0.1%
BC
241
Barrett & Company
Rhode Island
$131K +$694 +28 +0.5%
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$124K
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$115K
CFO
244
CVA Family Office
Colorado
$114K +$114K +4,605 New
ATPW
245
Ashton Thomas Private Wealth
Arizona
$104K +$104K +4,212 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$77.6K +$67.9K +2,741 +697%
FHA
247
First Horizon Advisors
Tennessee
$71.5K +$1.14K +46 +2%
KOCAA
248
Knights of Columbus Asset Advisors
Connecticut
$71.3K
CAM
249
Creekmur Asset Management
Illinois
$69.1K +$69.1K +2,790 New
S
250
Sachetta
Massachusetts
$67.6K