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iShares iBonds Dec 2028 Term Corporate ETF

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QFA
101
Quantum Financial Advisors
California
$2.09M +$139K +5,625 +7%
EWS
102
Evergreen Wealth Solutions
Pennsylvania
$2.07M +$400K +16,168 +24%
ADL
103
Asset Dedication LLC
California
$2.01M +$1.81K +73 +0.1%
ABC
104
Associated Banc-Corp
Wisconsin
$1.98M +$143K +5,790 +8%
Jane Street
105
Jane Street
New York
$1.96M -$1.58M -63,868 -45%
CCM
106
Coldstream Capital Management
Washington
$1.93M +$139K +5,621 +8%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.84M -$326K -13,177 -15%
Creative Planning
108
Creative Planning
Kansas
$1.81M +$943K +38,060 +108%
SP
109
Stonebrook Private
Michigan
$1.8M +$402K +16,249 +29%
SWP
110
Stratos Wealth Partners
Ohio
$1.75M +$346K +13,957 +25%
FCM
111
Fortis Capital Management
Washington
$1.73M +$242K +9,758 +16%
IW
112
Instrumental Wealth
Florida
$1.73M +$154K +6,177 +10%
ST
113
Sabal Trust
Florida
$1.64M +$1.64M +66,066 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$1.63M -$892K -36,014 -35%
UCFA
115
United Capital Financial Advisors
Texas
$1.59M +$66.7K +2,692 +4%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.56M +$58K +2,341 +4%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M +$71.6K +2,892 +5%
MIH
118
Meitav Investment House
Israel
$1.45M -$5.79K -234 -0.4%
SWM
119
Segment Wealth Management
Texas
$1.43M +$76.9K +3,105 +6%
SWM
120
Scissortail Wealth Management
Oklahoma
$1.41M -$19.3K -780 -1%
FWMM
121
Foundation Wealth Management (Missouri)
Missouri
$1.4M +$28.2K +1,139 +2%
ACS
122
Archford Capital Strategies
Illinois
$1.39M +$39K +1,573 +3%
LIM
123
Leavell Investment Management
Alabama
$1.38M +$463K +18,695 +50%
SWA
124
Sax Wealth Advisors
New Jersey
$1.33M +$826K +33,330 +164%
FFG
125
Foundry Financial Group
New Hampshire
$1.31M +$168K +6,796 +15%