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iShares iBonds Dec 2028 Term Corporate ETF

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ABC
101
Associated Banc-Corp
Wisconsin
$1.85M 74,108 +8,317 +13%
AF
102
Allworth Financial
California
$1.81M 72,804 -38,578 -35%
CCM
103
Coldstream Capital Management
Washington
$1.81M 72,492 +11,456 +19%
EWS
104
Evergreen Wealth Solutions
Pennsylvania
$1.68M 67,395 +3,593 +6%
Goldman Sachs
105
Goldman Sachs
New York
$1.58M 63,513 -23,753 -27%
IW
106
Instrumental Wealth
Florida
$1.55M 63,119 +19,206 +44%
UCFA
107
United Capital Financial Advisors
Texas
$1.53M 61,330 +3,041 +5%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.51M 60,681 +12,327 +25%
FCM
109
Fortis Capital Management
Washington
$1.5M 60,034 -7,682 -11%
GRP
110
Global Retirement Partners
California
$1.49M 59,799 +31,331 +110%
MIH
111
Meitav Investment House
Israel
$1.47M 58,996 +14,427 +32%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M 57,980 +14,053 +32%
SWM
113
Scissortail Wealth Management
Oklahoma
$1.44M 57,755 +3,699 +7%
SWP
114
Stratos Wealth Partners
Ohio
$1.41M 56,766 +8,513 +18%
SP
115
Stonebrook Private
Michigan
$1.41M 56,432 +23,888 +73%
FWMM
116
Foundation Wealth Management (Missouri)
Missouri
$1.38M 55,492 +4,416 +9%
SWM
117
Segment Wealth Management
Texas
$1.36M 54,555 +11,920 +28%
ACS
118
Archford Capital Strategies
Illinois
$1.36M 54,471 -396 -0.7%
CPIA
119
Cornell Pochily Investment Advisors
New York
$1.27M 50,900 -764 -1%
FFG
120
Foundry Financial Group
New Hampshire
$1.14M 45,917 +20,200 +79%
VWM
121
Valley Wealth Managers
New Jersey
$1.12M 45,135 +8,579 +23%
FNB
122
Farmers National Bank
Kentucky
$1.12M 44,927 -432 -1%
MTWM
123
Masso Torrence Wealth Management
New Jersey
$1.1M 44,193 +6,662 +18%
CCM
124
Crew Capital Management
Ohio
$1.07M 42,849 +42,849 New
LHC
125
Little House Capital
Massachusetts
$1.07M 42,777 -7,132 -14%