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iShares iBonds Dec 2028 Term Corporate ETF

123 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+20
Holders Change %
+19.42%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
55
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$370K +$76.2K +3,137 +26%
CWS
77
Cypress Wealth Services
California
$351K -$31.8K -1,309 -8%
SWA
78
Strata Wealth Advisors
Texas
$344K +$344K +14,177 New
ISB
79
Iowa State Bank
Iowa
$344K +$41.5K +1,708 +14%
GHA
80
Granite Harbor Advisors
Texas
$341K +$341K +14,058 New
KWS
81
Keystone Wealth Services
California
$333K +$333K +13,711 New
SWP
82
Summit Wealth Partners
Florida
$333K +$333K +13,711 New
FCA
83
FinTrust Capital Advisors
South Carolina
$326K +$73.3K +3,016 +29%
KAS
84
Kestra Advisory Services
Texas
$316K +$22.6K +930 +8%
CA
85
Cetera Advisors
Colorado
$312K -$43.4K -1,786 -12%
CAN
86
Cetera Advisor Networks
California
$301K +$40.1K +1,650 +15%
RSWM
87
Robertson Stephens Wealth Management
California
$299K +$299K +12,300 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$288K +$288K +11,841 New
AMM
89
American Money Management
California
$270K -$8.31K -342 -3%
RW
90
RVW Wealth
California
$267K -$65.7K -2,704 -20%
ECM
91
Exchange Capital Management
Michigan
$267K -$121 -5 -0%
BPA
92
Beacon Pointe Advisors
California
$252K +$252K +10,385 New
RFN
93
Redwood Financial Network
Ohio
$247K +$2.87K +118 +1%
SI
94
Stephens Inc
Arkansas
$233K
MA
95
Mutual Advisors
Nebraska
$231K
RBC
96
Roble Belko & Company
Pennsylvania
$221K
SWM
97
Segment Wealth Management
Texas
$208K -$181K -7,435 -46%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$203K +$71K +2,922 +54%
SPIA
99
Steward Partners Investment Advisory
New York
$169K
BONH
100
Bank of New Hampshire
New Hampshire
$167K