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iShares iBonds Dec 2028 Term Corporate ETF

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$162M 6,488,897 +603,506 +10%
Morgan Stanley
2
Morgan Stanley
New York
$60M 2,408,865 -1,889,489 -44%
CAI
3
Capital Advisors Inc
Oklahoma
$56.7M 2,274,962 +201,487 +10%
CIA
4
Capital Investment Advisors
Georgia
$54.6M 2,193,336 +204,590 +10%
ACA
5
Aptus Capital Advisors
Alabama
$45M 1,808,445 -371,502 -17%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$41.7M 1,675,317 +425,691 +34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$41.7M 1,673,510 +305,200 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.7M 1,512,652 +214,598 +17%
UBS Group
9
UBS Group
Switzerland
$34.8M 1,395,368 +268,309 +24%
WIC
10
Woodmont Investment Counsel
Tennessee
$31.9M 1,280,669 +101,190 +9%
LPL Financial
11
LPL Financial
California
$30M 1,206,501 +212,632 +21%
KA
12
Klingman & Associates
New York
$27.3M 1,095,765 +22,849 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$26.4M 1,060,451 +388,920 +58%
GWA
14
Gratus Wealth Advisors
Virginia
$25.6M 1,046,455 +989,168 +1,727%
Ameriprise
15
Ameriprise
Minnesota
$25.2M 1,009,445 +94,575 +10%
SIC
16
Sigma Investment Counselors
Michigan
$25.1M 1,009,430 +27,535 +3%
Wells Fargo
17
Wells Fargo
California
$24.6M 986,023 +249,176 +34%
HighTower Advisors
18
HighTower Advisors
Illinois
$22.7M 912,726 +59,053 +7%
KCM
19
Kathmere Capital Management
Pennsylvania
$22.2M 891,363 +63,809 +8%
GA
20
Gateway Advisory
New Jersey
$19.4M 779,959 +39,009 +5%
Corient Private Wealth
21
Corient Private Wealth
Florida
$17.3M 693,322 +693,322 New
US Bancorp
22
US Bancorp
Minnesota
$16.3M 656,476 -4,837 -0.7%
RW
23
RVW Wealth
California
$16.1M 647,711 +12,756 +2%
Stifel Financial
24
Stifel Financial
Missouri
$15.6M 627,182 +20,974 +3%
ACM
25
Advisors Capital Management
New Jersey
$15.3M 615,203 -370,390 -38%