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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 %
Mariner
101
Mariner
Kansas
$374K +$3.53K +144 +1%
AGP
102
Autumn Glory Partners
Texas
$357K +$357K +14,585 New
SC
103
Saiph Capital
New Jersey
$350K -$644K -26,302 -65%
CA
104
Cetera Advisors
Colorado
$346K +$31.3K +1,278 +10%
KAS
105
Kestra Advisory Services
Texas
$342K +$50.1K +2,046 +17%
PA
106
Parallel Advisors
California
$331K
FCA
107
FinTrust Capital Advisors
South Carolina
$326K
CAN
108
Cetera Advisor Networks
California
$319K
RFN
109
Redwood Financial Network
Ohio
$317K +$3.01K +123 +1%
4WM
110
4J Wealth Management
Virginia
$311K +$311K +12,700 New
RSWM
111
Robertson Stephens Wealth Management
California
$301K
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$286K -$4.9K -200 -2%
CWS
113
Cypress Wealth Services
California
$272K -$83.4K -3,394 -23%
RBC
114
Roble Belko & Company
Pennsylvania
$272K +$49.4K +2,021 +22%
GT
115
Glenview Trust
Kentucky
$270K +$270K +11,010 New
ECM
116
Exchange Capital Management
Michigan
$257K -$11.4K -465 -4%
AMM
117
American Money Management
California
$255K
RW
118
RVW Wealth
California
$249K -$19.8K -807 -7%
ISB
119
Iowa State Bank
Iowa
$242K -$113K -4,608 -32%
PJSIMP
120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K +$240K +9,781 New
SI
121
Stephens Inc
Arkansas
$235K
WJA
122
Willis Johnson & Associates
Texas
$234K -$9.8K -400 -4%
RWM
123
Ritholtz Wealth Management
New York
$224K +$224K +9,150 New
MA
124
Mutual Advisors
Nebraska
$219K -$809 -33 -0.4%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$9.78K -399 -4%