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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 %
EWM
151
Executive Wealth Management
Michigan
$800K +$347K +14,007 +77%
GI
152
GAMMA Investing
California
$799K +$256K +10,339 +47%
BSSFA
153
Baron Silver Stevens Financial Advisors
Florida
$790K +$7.88K +318 +1%
GHA
154
Granite Harbor Advisors
Texas
$746K +$103K +4,170 +16%
VA
155
Valmark Advisers
Ohio
$727K +$419K +16,908 +136%
LF
156
Lee Financial
Texas
$716K
MBT
157
Montecito Bank & Trust
California
$680K +$301K +12,138 +79%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$677K +$29.6K +1,196 +5%
SWP
159
Summit Wealth Partners
Florida
$670K +$1.29K +52 +0.2%
PP
160
Prosperity Planning
Missouri
$652K +$652K +26,317 New
FCA
161
FinTrust Capital Advisors
South Carolina
$649K +$83.3K +3,363 +15%
DWT
162
Dorsey & Whitney Trust
South Dakota
$644K
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$630K +$41.6K +1,678 +7%
AGP
164
Autumn Glory Partners
Texas
$616K +$99.7K +4,026 +19%
MSWM
165
McGlone Suttner Wealth Management
Wisconsin
$615K -$119K -4,736 -16%
RCA
166
Resonant Capital Advisors
Wisconsin
$607K +$151K +6,097 +33%
ACM
167
Arcataur Capital Management
Wisconsin
$605K +$605K +24,435 New
BAM
168
Belpointe Asset Management
Nevada
$586K +$220K +8,872 +60%
Renaissance Technologies
169
Renaissance Technologies
New York
$562K +$562K +22,700 New
SWC
170
Spectrum Wealth Counsel
Indiana
$562K +$65.5K +2,646 +13%
WWM
171
WJ Wealth Management
Arizona
$552K +$552K +22,290 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$542K +$194K +7,821 +56%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$540K +$55.5K +2,240 +11%
MA
174
Mutual Advisors
Nebraska
$535K -$33K -1,316 -6%
DP
175
Dearborn Partners
Illinois
$528K +$21.2K +857 +4%