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iShares iBonds Dec 2028 Term Corporate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
251
Wells Financial Advisors
Massachusetts
$89.6K -$52.3K -2,050 -37%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$74.4K +$74.4K +2,921 New
FHA
253
First Horizon Advisors
Tennessee
$73.7K
KOCAA
254
Knights of Columbus Asset Advisors
Connecticut
$73.5K
CAM
255
Creekmur Asset Management
Illinois
$71.2K
FFA
256
Farther Finance Advisors
California
$69K -$269K -10,525 -80%
OAJ
257
Ogorek Anthony Joseph
New York
$58K +$659 +26 +1%
PTC
258
Private Trust Company
Ohio
$56.1K -$1.33K -52 -2%
TC
259
Trust Company
Kansas
$51.1K
S
260
Sachetta
Massachusetts
$51.1K -$17.9K -700 -26%
PB
261
Pinnacle Bancorp
Nebraska
$51.1K
SPIA
262
Steward Partners Investment Advisory
New York
$50.5K +$10.3K +405 +26%
LB
263
Legacy Bridge
Iowa
$48.5K
RF
264
Robbins Farley
New Hampshire
$41.8K +$460 +18 +1%
GIA
265
GHP Investment Advisors
Colorado
$41.1K
FRA
266
Front Row Advisors
California
$40.8K
AGWCA
267
Annis Gardner Whiting Capital Advisors
Florida
$35.7K
SC
268
Stephens Consulting
Michigan
$33.4K
EDRH
269
Edmond de Rothschild Holding
Switzerland
$32.8K
CT
270
Coastline Trust
Rhode Island
$30.9K +$30.9K +1,211 New
William Blair & Company
271
William Blair & Company
Illinois
$30.8K
FDCP
272
Foster Dykema Cabot & Partners
Massachusetts
$30.6K +$30.6K +1,200 New
JPMorgan Chase & Co
273
JPMorgan Chase & Co
New York
$30.2K -$26 -1 -0.1%
HWM
274
Hemington Wealth Management
Virginia
$30K +$30K +1,199 New
PA
275
PSI Advisors
Florida
$25.5K