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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$306K +$306K +12,279 New
CPIG
202
Chicago Partners Investment Group
Illinois
$282K
MML Investors Services
203
MML Investors Services
Massachusetts
$281K +$281K +11,274 New
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$275K +$275K +11,062 New
PS
205
Principal Securities
Iowa
$263K +$125 +5 +0%
MOS
206
MGO One Seven
Ohio
$262K +$797 +32 +0.3%
ACA
207
Anchor Capital Advisors
Massachusetts
$262K +$262K +10,525 New
MA
208
MKT Advisors
California
$259K +$6.08K +248 +2%
WSTAM
209
Wilbanks Smith & Thomas Asset Management
Virginia
$256K
RW
210
REDW Wealth
New Mexico
$255K +$255K +10,238 New
HFA
211
Highland Financial Advisors
New Jersey
$253K
IAN
212
Integrated Advisors Network
Texas
$251K +$251K +10,090 New
MCM
213
Morton Capital Management
California
$250K +$1.92K +77 +0.8%
ECM
214
Exchange Capital Management
Michigan
$247K
RFN
215
Redwood Financial Network
Ohio
$243K +$29.8K +1,195 +14%
SC
216
Scotia Capital
Ontario, Canada
$239K
WJA
217
Willis Johnson & Associates
Texas
$238K
ISB
218
Iowa State Bank
Iowa
$222K -$33.9K -1,360 -13%
BSG
219
Black Swift Group
Colorado
$220K +$220K +8,850 New
AM
220
Atwater Malick
Pennsylvania
$216K +$14.9K +600 +7%
CHA
221
Cooper/Haims Advisors
New York
$205K
AA
222
Addison Advisors
Vermont
$161K +$29.8K +1,195 +23%
WFA
223
Wells Financial Advisors
Massachusetts
$138K
PFM
224
Phillips Financial Management
Indiana
$137K +$79.6K +3,197 +138%
OHWP
225
Oak Harbor Wealth Partners
North Carolina
$135K