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iShares iBonds Dec 2028 Term Corporate ETF

123 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
123
Holders Change
+20
Holders Change %
+19.42%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
55
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$103M 4,233,880 -816,306 -16%
CAI
2
Capital Advisors Inc
Oklahoma
$38.4M 1,579,588 -143,741 -8%
Bank of America
3
Bank of America
North Carolina
$35.4M 1,457,958 +325,847 +29%
SL
4
Summitry LLC
California
$30.5M 1,255,771 -15,762 -1%
CIA
5
Capital Investment Advisors
Georgia
$26.5M 1,090,708 +143,242 +15%
KA
6
Klingman & Associates
New York
$22.9M 943,071 +305,601 +48%
SIC
7
Sigma Investment Counselors
Michigan
$18.9M 777,387 -16,179 -2%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$15.4M 612,963 +612,963 New
Morgan Stanley
9
Morgan Stanley
New York
$15.2M 625,326 +147,973 +31%
UBS Group
10
UBS Group
Switzerland
$13.2M 544,049 +391,851 +257%
LPL Financial
11
LPL Financial
California
$11.9M 488,516 +20,903 +4%
ACM
12
Advisors Capital Management
New Jersey
$7.55M 310,900 +23,655 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.49M 308,524 -49,048 -14%
AF
14
Arrow Financial
New York
$7.34M 301,987 -10,784 -3%
PPWM
15
PFG Private Wealth Management
Florida
$7.02M 289,097 +9,381 +3%
US Bancorp
16
US Bancorp
Minnesota
$6.8M 280,048 -8,822 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.01M 247,243 +21,210 +9%
AIA
18
Arcadia Investment Advisors
Idaho
$5.76M 237,040 +18,626 +9%
Ameriprise
19
Ameriprise
Minnesota
$5.73M 235,772 +50,767 +27%
Jane Street
20
Jane Street
New York
$5.15M 211,872 +769 +0.4%
VVP
21
Venture Visionary Partners
Ohio
$4.78M 196,848 +196,848 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.75M 195,490 +45,029 +30%
SSB
23
Sandy Spring Bank
Maryland
$4.43M 182,458 -8,570 -4%
MGIA
24
Matthew Goff Investment Advisor
Texas
$4.43M 182,232 -76,297 -30%
SWMG
25
Signature Wealth Management Group
Georgia
$4.36M 179,531 +15,172 +9%