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iShares iBonds Dec 2028 Term Corporate ETF

84 hedge funds and large institutions have $215M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.5M 1,121,543 +65,274 +6%
SIC
2
Sigma Investment Counselors
Michigan
$20.7M 784,781 +87,677 +13%
CIA
3
Capital Investment Advisors
Georgia
$20M 758,855 +64,149 +9%
CIM
4
Confluence Investment Management
Missouri
$13.4M 509,703 +15,403 +3%
Wells Fargo
5
Wells Fargo
California
$13.3M 506,077 +75,647 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M 385,613 +202,011 +110%
MGIA
7
Matthew Goff Investment Advisor
Texas
$7M 265,620 +7,353 +3%
US Bancorp
8
US Bancorp
Minnesota
$5.84M 221,604 +1,425 +0.6%
SSB
9
Sandy Spring Bank
Maryland
$5.47M 207,595 +8,960 +5%
AIA
10
Arcadia Investment Advisors
Idaho
$5.35M 202,992 +17,705 +10%
PPWM
11
PFG Private Wealth Management
Florida
$4.81M 182,410 +11,040 +6%
PWS
12
Peloton Wealth Strategists
Indiana
$4.29M 163,000 +8,500 +6%
LPL Financial
13
LPL Financial
California
$3.99M 151,301 +19,707 +15%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$3.58M 135,791 +1,012 +0.8%
UBS Group
15
UBS Group
Switzerland
$3.19M 121,179 +19,779 +20%
4FG
16
4Thought Financial Group
New York
$3.18M 120,844 +1,166 +1%
LC
17
Legacy CG
Texas
$3.18M 120,746 -4,528 -4%
Morgan Stanley
18
Morgan Stanley
New York
$3.1M 117,795 -158,769 -57%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.01M 114,095 +322 +0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.86M 108,655 +92,799 +585%
SWMG
21
Signature Wealth Management Group
Georgia
$2.86M 108,488 +16,065 +17%
Ameriprise
22
Ameriprise
Minnesota
$2.65M 100,643 +5,901 +6%
Stifel Financial
23
Stifel Financial
Missouri
$2.35M 89,286 +3,101 +4%
PWM
24
Praetorian Wealth Management
California
$2.25M 85,563 +11,467 +15%
KF
25
Krilogy Financial
Missouri
$2.17M 82,485 -57,264 -41%