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iShares iBonds Dec 2028 Term Corporate ETF

96 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+12
Holders Change %
+14.29%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
42
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$95.4M 3,823,959 +3,823,959 New
CAI
2
Capital Advisors Inc
Oklahoma
$41.5M 1,664,198 +1,664,198 New
CIA
3
Capital Investment Advisors
Georgia
$20.8M 833,291 +74,436 +10%
SIC
4
Sigma Investment Counselors
Michigan
$20.2M 807,617 +22,836 +3%
Bank of America
5
Bank of America
North Carolina
$16.2M 649,466 -472,077 -42%
CIM
6
Confluence Investment Management
Missouri
$12.6M 503,097 -6,606 -1%
SPF
7
Steven Patrick Farmer
$12.6M 503,097 +503,097 New
KA
8
Klingman & Associates
New York
$12M 479,267 +479,267 New
Morgan Stanley
9
Morgan Stanley
New York
$11M 439,951 +322,156 +273%
Wells Fargo
10
Wells Fargo
California
$11M 438,680 -67,397 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.93M 397,823 +12,210 +3%
AF
12
Arrow Financial
New York
$7.79M 312,123 +268,298 +612%
MGIA
13
Matthew Goff Investment Advisor
Texas
$6.58M 263,456 -2,164 -0.8%
US Bancorp
14
US Bancorp
Minnesota
$6.37M 255,265 +33,661 +15%
AIA
15
Arcadia Investment Advisors
Idaho
$5.29M 211,884 +8,892 +4%
LPL Financial
16
LPL Financial
California
$5.13M 205,347 +54,046 +36%
SSB
17
Sandy Spring Bank
Maryland
$5.01M 200,683 -6,912 -3%
PPWM
18
PFG Private Wealth Management
Florida
$4.9M 196,142 +13,732 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.33M 173,384 +59,289 +52%
PWS
20
Peloton Wealth Strategists
Indiana
$4.02M 161,000 -2,000 -1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.91M 156,722 +20,931 +15%
SWMG
22
Signature Wealth Management Group
Georgia
$3.66M 146,735 +38,247 +35%
KF
23
Krilogy Financial
Missouri
$3.3M 132,239 +49,754 +60%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.24M 130,951 +22,296 +21%
UBS Group
25
UBS Group
Switzerland
$3.17M 126,997 +5,818 +5%