IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIA
76
Cornell Pochily Investment Advisors
New York
$1.23M +$259K +10,767 +27%
LHC
77
Little House Capital
Massachusetts
$1.18M +$120K +4,990 +11%
FWMM
78
Foundation Wealth Management (Missouri)
Missouri
$1.17M -$88.6K -3,689 -7%
FNB
79
Farmers National Bank
Kentucky
$1.08M +$56.3K +2,342 +5%
KNW
80
Kesler Norman & Wride
Utah
$963K -$455K -18,939 -32%
SWM
81
Segment Wealth Management
Texas
$847K +$408K +16,990 +93%
HFRG
82
Houlihan Financial Resource Group
Virginia
$833K +$833K +34,929 New
VWM
83
Valley Wealth Managers
New Jersey
$783K +$47.5K +1,975 +6%
MIH
84
Meitav Investment House
Israel
$781K -$251K -10,473 -24%
LF
85
Lee Financial
Texas
$694K
SWP
86
Stratos Wealth Partners
Ohio
$669K +$669K +27,820 New
Lido Advisors
87
Lido Advisors
California
$655K +$271K +11,275 +71%
CCM
88
Coldstream Capital Management
Washington
$639K +$639K +26,604 New
DWT
89
Dorsey & Whitney Trust
South Dakota
$625K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$624K +$76.9K +3,200 +14%
BEI
91
Benjamin Edwards Inc
Missouri
$622K -$5.7K -237 -0.9%
FCA
92
FinTrust Capital Advisors
South Carolina
$617K +$295K +12,266 +92%
ST
93
Spinnaker Trust
Maine
$610K +$610K +25,368 New
SWM
94
Stockman Wealth Management
Montana
$600K -$108K -4,478 -15%
Osaic Holdings
95
Osaic Holdings
Arizona
$586K -$74K -3,079 -11%
KWS
96
Keystone Wealth Services
California
$585K -$30.1K -1,251 -5%
IA
97
IFP Advisors
Florida
$558K -$945K -39,329 -63%
RW
98
RVW Wealth
California
$548K +$304K +12,639 +124%
MTWM
99
Masso Torrence Wealth Management
New Jersey
$531K +$16.5K +685 +3%
SWP
100
Summit Wealth Partners
Florida
$518K +$130K +5,397 +33%