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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 %
CCM
76
Cribstone Capital Management
Maine
$259K +$259K +10,882 New
CAN
77
Cetera Advisor Networks
California
$256K
FCA
78
FinTrust Capital Advisors
South Carolina
$246K +$124K +5,247 +102%
RFN
79
Redwood Financial Network
Ohio
$239K +$1.76K +74 +0.7%
SI
80
Stephens Inc
Arkansas
$228K
MA
81
Mutual Advisors
Nebraska
$226K
FIB
82
First Interstate Bank
Montana
$220K +$220K +9,237 New
RBC
83
Roble Belko & Company
Pennsylvania
$216K
BFEC
84
Benjamin F. Edwards & Company
Missouri
$189K +$63.7K +2,670 +51%
SPIA
85
Steward Partners Investment Advisory
New York
$165K -$474 -20 -0.3%
BONH
86
Bank of New Hampshire
New Hampshire
$164K -$51.3K -2,155 -24%
Osaic Holdings
87
Osaic Holdings
Arizona
$144K -$5.35K -225 -4%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$129K +$22.7K +958 +21%
OHWP
89
Oak Harbor Wealth Partners
North Carolina
$115K
WFA
90
Wells Financial Advisors
Massachusetts
$84K
KOCAA
91
Knights of Columbus Asset Advisors
Connecticut
$69K
PFM
92
Phillips Financial Management
Indiana
$55K +$55K +2,312 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$43K
HI
94
Harbour Investments
Wisconsin
$37K
AF
95
Allworth Financial
California
$30K
BC
96
Barrett & Company
Rhode Island
$21.9K +$21.9K +900 New
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$20K +$20K +880 New
SBL
98
Sargent Bickham Lagudis
Colorado
$17K +$17K +714 New
CHA
99
Carmichael Hill & Associates
Maryland
$15K +$15K +640 New
HNB
100
Huntington National Bank
Ohio
$13K -$14K