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iShares iBonds Dec 2028 Term Corporate ETF

155 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
78
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.44M +$165K +6,726 +7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.21M +$264K +10,760 +14%
WI
53
WrapManager Inc
California
$2M +$30K +1,223 +2%
ABC
54
Associated Banc-Corp
Wisconsin
$1.95M +$21K +859 +1%
SWA
55
Stratos Wealth Advisors
Ohio
$1.92M +$930K +37,963 +94%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$1.87M +$458K +18,706 +33%
BPA
57
Beacon Pointe Advisors
California
$1.82M +$446K +18,215 +33%
Stifel Financial
58
Stifel Financial
Missouri
$1.61M +$80.4K +3,281 +5%
ACS
59
Archford Capital Strategies
Illinois
$1.61M +$207K +8,448 +15%
IA
60
IFP Advisors
Florida
$1.53M -$961K -39,231 -39%
UCFA
61
United Capital Financial Advisors
Texas
$1.49M -$55.2K -2,255 -4%
KNW
62
Kesler Norman & Wride
Utah
$1.45M -$52.2K -2,132 -3%
FBB
63
Fulton Breakefield Broenniman
Maryland
$1.44M +$141K +5,750 +11%
MA
64
MCF Advisors
Kentucky
$1.35M +$738K +30,113 +120%
OMC
65
Old Mission Capital
Illinois
$1.34M -$9.43M -384,756 -88%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.29M -$30.5K -1,243 -2%
FWMM
67
Foundation Wealth Management (Missouri)
Missouri
$1.29M -$21.8K -889 -2%
SCA
68
Snowden Capital Advisors
New York
$1.29M +$443K +18,077 +52%
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$1.2M +$42.3K +1,726 +4%
LHC
70
Little House Capital
Massachusetts
$1.08M +$47.9K +1,955 +5%
MIH
71
Meitav Investment House
Israel
$1.05M +$26.5K +1,084 +3%
FNB
72
Farmers National Bank
Kentucky
$1.04M +$55.9K +2,280 +6%
CPIA
73
Cornell Pochily Investment Advisors
New York
$990K -$8.97K -366 -0.9%
HCM
74
Howland Capital Management
Massachusetts
$968K +$642K +26,207 +197%
Citadel Advisors
75
Citadel Advisors
Florida
$887K -$37.7K -1,539 -4%