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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 %
CWS
201
Cypress Wealth Services
California
$357K
EW
202
Element Wealth
Mississippi
$354K -$20.2K -815 -5%
PJSIMP
203
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$41.9K -1,691 -11%
PPP
204
Private Portfolio Partners
New Jersey
$329K
BONH
205
Bank of New Hampshire
New Hampshire
$327K -$7.43K -300 -2%
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$326K +$326K +13,160 New
FFA
207
Farther Finance Advisors
California
$326K -$27.6K -1,122 -8%
SB
208
Strategic Blueprint
Georgia
$317K -$33.3K -1,344 -10%
SWA
209
Sightline Wealth Advisors
Connecticut
$308K +$308K +12,429 New
RFN
210
Redwood Financial Network
Ohio
$308K +$65.7K +2,651 +27%
Comerica Bank
211
Comerica Bank
Texas
$297K -$12.8K -518 -4%
JAG
212
Journey Advisory Group
Kentucky
$295K -$73.8K -2,979 -20%
CPIG
213
Chicago Partners Investment Group
Illinois
$291K +$3.38K +135 +1%
SPWM
214
Straight Path Wealth Management
Michigan
$281K +$281K +11,363 New
ACGA
215
Atlanta Consulting Group Advisors
Georgia
$279K +$279K +11,260 New
MA
216
MKT Advisors
California
$271K +$8.91K +359 +3%
RW
217
REDW Wealth
New Mexico
$266K +$12.4K +500 +5%
CIAS
218
CFS Investment Advisory Services
New Jersey
$264K -$147K -5,952 -36%
MOS
219
MGO One Seven
Ohio
$262K +$1.21K +49 +0.5%
PS
220
Principal Securities
Iowa
$262K
ACA
221
Anchor Capital Advisors
Massachusetts
$261K
TWA
222
Talisman Wealth Advisors
New Jersey
$257K +$257K +10,383 New
CA
223
Clearstead Advisors
Ohio
$255K +$255K +10,285 New
HFA
224
Highland Financial Advisors
New Jersey
$252K
MCM
225
Morton Capital Management
California
$252K +$2.92K +118 +1%