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iShares iBonds Dec 2028 Term Corporate ETF

82 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
40
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.4M 922,423 +29,298 +3%
CIA
2
Capital Investment Advisors
Georgia
$18M 627,299 +77,278 +14%
SIC
3
Sigma Investment Counselors
Michigan
$17.5M 609,465 +63,935 +12%
CIM
4
Confluence Investment Management
Missouri
$14M 487,155 +2,170 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.6M 368,302 +16,033 +5%
Morgan Stanley
6
Morgan Stanley
New York
$7.03M 245,199 +31,609 +15%
PPWM
7
PFG Private Wealth Management
Florida
$6.67M 232,947 +16,379 +8%
MGIA
8
Matthew Goff Investment Advisor
Texas
$6.35M 221,656 +221,656 New
US Bancorp
9
US Bancorp
Minnesota
$6.19M 216,129 +11,386 +6%
Wells Fargo
10
Wells Fargo
California
$5.38M 187,819 -2,242 -1%
SSB
11
Sandy Spring Bank
Maryland
$5.25M 183,165 +16,795 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5M 174,486 +4,685 +3%
PWS
13
Peloton Wealth Strategists
Indiana
$4.43M 154,500 +20,000 +15%
KF
14
Krilogy Financial
Missouri
$4.02M 140,467 +2,997 +2%
AIA
15
Arcadia Investment Advisors
Idaho
$3.89M 135,674 +135,674 New
RJA
16
Raymond James & Associates
Florida
$3.85M 134,290 -2,582 -2%
LPL Financial
17
LPL Financial
California
$3.5M 122,025 +40,335 +49%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$3.45M 120,501 -15,755 -12%
4FG
19
4Thought Financial Group
New York
$3.27M 114,043 +8,045 +8%
UBS Group
20
UBS Group
Switzerland
$2.82M 98,380 +6,041 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.74M 95,609 +17,586 +23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.59M 90,274 -3,042 -3%
Ameriprise
23
Ameriprise
Minnesota
$2.58M 89,836 +2,932 +3%
Jane Street
24
Jane Street
New York
$2.54M 88,523 +55,853 +171%
SWMG
25
Signature Wealth Management Group
Georgia
$2.52M 87,800 +368 +0.4%