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iShares iBonds Dec 2028 Term Corporate ETF

60 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
28
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.8M 582,697 +51,794 +10%
MFWM
2
Motley Fool Wealth Management
Virginia
$14.5M 502,929 -11,174 -2%
CIM
3
Confluence Investment Management
Missouri
$13M 450,319 +6,611 +1%
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$12.4M 429,242 +429,242 New
CIA
5
Capital Investment Advisors
Georgia
$6.93M 240,136 +240,136 New
Wells Fargo
6
Wells Fargo
California
$5.12M 177,652 +7,850 +5%
PPWM
7
PFG Private Wealth Management
Florida
$4.61M 159,786 +4,003 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.13M 142,582 +125,807 +750%
RJA
9
Raymond James & Associates
Florida
$3.67M 127,373 +23,582 +23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.97M 102,842 +886 +0.9%
Jane Street
11
Jane Street
New York
$2.64M 91,371 -540,033 -86%
UCFA
12
United Capital Financial Advisors
Texas
$2.53M 87,793 -14,302 -14%
UBS Group
13
UBS Group
Switzerland
$2.41M 83,540 +31,170 +60%
SSB
14
Sandy Spring Bank
Maryland
$2.34M 80,995 +18,505 +30%
SWMG
15
Signature Wealth Management Group
Georgia
$2.22M 76,916 +15 +0%
Morgan Stanley
16
Morgan Stanley
New York
$2.13M 73,776 +34,686 +89%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.09M 72,313 +54,610 +308%
Stifel Financial
18
Stifel Financial
Missouri
$1.95M 67,583 +2,118 +3%
WAS
19
Wealth Advisory Solutions
Indiana
$1.86M 64,615 +32,748 +103%
TCCM
20
Timber Creek Capital Management
Massachusetts
$1.39M 48,060 -705 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.3M 44,939 +4,130 +10%
Ameriprise
22
Ameriprise
Minnesota
$1.25M 43,272 +1,347 +3%
US Bancorp
23
US Bancorp
Minnesota
$1.2M 41,741 +41,741 New
CTC
24
Central Trust Company
Missouri
$1.19M 41,096 +34,200 +496%
AC
25
Avestar Capital
New York
$1.1M 37,953 +5,715 +18%