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iShares iBonds Dec 2028 Term Corporate ETF

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
226
CVA Family Office
Colorado
$416K +$54.4K +2,185 +15%
IAN
227
Integrated Advisors Network
Texas
$413K +$112K +4,503 +37%
BCPWM
228
Bradley & Co Private Wealth Management
Florida
$406K +$406K +16,286 New
AA
229
Ancora Advisors
Ohio
$402K +$52K +2,090 +15%
OC
230
Oppenheimer & Co
New York
$395K +$3.14K +126 +0.8%
SPWM
231
Straight Path Wealth Management
Michigan
$375K +$45.4K +1,825 +14%
KWS
232
Keystone Wealth Services
California
$372K -$7.82K -314 -2%
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$371K +$5.7K +229 +2%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$368K -$127K -5,102 -26%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K +$4.93K +198 +1%
SWA
236
Strata Wealth Advisors
Texas
$364K
BMM
237
Buffington Mohr McNeal
Idaho
$347K +$347K +13,944 New
TWC
238
TD Waterhouse Canada
Ontario, Canada
$343K +$270K +10,859 +372%
SPIA
239
Steward Partners Investment Advisory
New York
$337K +$288K +11,570 +585%
PPP
240
Private Portfolio Partners
New Jersey
$331K
SB
241
Strategic Blueprint
Georgia
$331K +$6.65K +267 +2%
CWS
242
Cypress Wealth Services
California
$328K -$31.3K -1,256 -9%
HPC
243
HM Payson & Co
Maine
$318K
HF
244
HRT Financial
New York
$307K +$307K +12,365 New
BONH
245
Bank of New Hampshire
New Hampshire
$304K +$19.5K +785 +7%
DWM
246
DecisionMap Wealth Management
Virginia
$297K +$297K +11,939 New
JAG
247
Journey Advisory Group
Kentucky
$295K
HI
248
Harbour Investments
Wisconsin
$291K +$37.9K +1,522 +15%
RFC
249
Regions Financial Corp
Alabama
$290K +$12.4K +496 +4%
CPIG
250
Chicago Partners Investment Group
Illinois
$290K