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iShares iBonds Dec 2028 Term Corporate ETF

103 hedge funds and large institutions have $453M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
13
Increased
47
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$724K +$724K +30,416 New
LPT
52
Legacy Private Trust
Wisconsin
$720K -$155K -6,506 -18%
LF
53
Lee Financial
Texas
$688K
BCPWM
54
Bradley & Co Private Wealth Management
Florida
$662K -$390K -16,410 -37%
DWT
55
Dorsey & Whitney Trust
South Dakota
$619K
BEI
56
Benjamin Edwards Inc
Missouri
$603K +$33.9K +1,427 +6%
FBB
57
Fulton Breakefield Broenniman
Maryland
$531K +$531K +22,300 New
ADL
58
Asset Dedication LLC
California
$521K -$12.4K -523 -2%
WIC
59
Woodmont Investment Counsel
Tennessee
$476K
MA
60
MCF Advisors
Kentucky
$474K +$210K +8,840 +80%
LC
61
Legacy CG
Texas
$468K -$2.47M -103,836 -84%
VWM
62
Valley Wealth Managers
New Jersey
$410K +$158K +6,632 +62%
Mariner
63
Mariner
Kansas
$392K -$74.7K -3,141 -16%
SCA
64
Snowden Capital Advisors
New York
$383K +$166 +7 +0%
SWM
65
Segment Wealth Management
Texas
$381K
CWS
66
Cypress Wealth Services
California
$374K
CA
67
Cetera Advisors
Colorado
$348K
CWM
68
Cabot Wealth Management
Massachusetts
$345K +$7.43K +312 +2%
CTC
69
Central Trust Company
Missouri
$340K +$1.19K +50 +0.4%
RW
70
RVW Wealth
California
$326K +$40.9K +1,718 +14%
ISB
71
Iowa State Bank
Iowa
$296K -$504K -21,216 -63%
KAS
72
Kestra Advisory Services
Texas
$288K -$19.4K -812 -6%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$287K +$641 +27 +0.2%
AMM
74
American Money Management
California
$273K +$42.8K +1,800 +19%
ECM
75
Exchange Capital Management
Michigan
$261K -$4.75K -200 -2%