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iShares iBonds Dec 2028 Term Corporate ETF

84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
41
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$410K -$1.64K -58 -0.4%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$390K -$329K -11,634 -46%
ECM
53
Exchange Capital Management
Michigan
$336K -$708 -25 -0.2%
BEI
54
Benjamin Edwards Inc
Missouri
$327K +$47.7K +1,684 +17%
CAN
55
Cetera Advisor Networks
California
$304K +$49.6K +1,755 +20%
WGCA
56
Wolf Group Capital Advisors
Virginia
$297K +$297K +10,500 New
HCM
57
HMS Capital Management
Tennessee
$279K +$57 +2 +0%
AAM
58
Autus Asset Management
Arizona
$279K +$279K +9,870 New
SI
59
Stephens Inc
Arkansas
$271K
RBC
60
Roble Belko & Company
Pennsylvania
$257K
RW
61
RVW Wealth
California
$245K +$245K +8,676 New
FPAS
62
Focus Partners Advisor Solutions
Missouri
$225K +$225K +7,946 New
AMM
63
American Money Management
California
$223K -$330K -11,661 -60%
SPIA
64
Steward Partners Investment Advisory
New York
$220K
Osaic Holdings
65
Osaic Holdings
Arizona
$211K +$281 +10 +0.1%
1SB
66
1ST Source Bank
Indiana
$205K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$183K +$18.8K +666 +11%
FCA
68
FinTrust Capital Advisors
South Carolina
$136K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$126K +$395 +14 +0.3%
WFA
70
Wells Financial Advisors
Massachusetts
$99K
KOCAA
71
Knights of Columbus Asset Advisors
Connecticut
$81K
GWM
72
Geneos Wealth Management
Colorado
$76K
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$73.9K +$424 +15 +0.6%
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$52K +$52K +1,945 New
APA
75
American Portfolios Advisors
New York
$43.2K