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iShares iBonds Dec 2028 Term Corporate ETF

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$191M 7,674,497 +608,178 +9%
Morgan Stanley
2
Morgan Stanley
New York
$88.4M 3,549,977 +484,408 +16%
CIA
3
Capital Investment Advisors
Georgia
$69.3M 2,784,813 +215,938 +8%
CAI
4
Capital Advisors Inc
Oklahoma
$67.2M 2,698,707 +164,069 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.5M 2,146,776 +162,158 +8%
ACA
6
Aptus Capital Advisors
Alabama
$51.7M 2,075,033 -1,255,487 -38%
UBS Group
7
UBS Group
Switzerland
$49.4M 1,984,298 +183,775 +10%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$49.2M 1,977,557 +93,055 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$49.2M 1,975,838 +1,975,838 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$42.3M 1,699,845 +157,255 +10%
LPL Financial
11
LPL Financial
California
$40.4M 1,621,651 +177,104 +12%
WIC
12
Woodmont Investment Counsel
Tennessee
$38.3M 1,539,109 +73,607 +5%
Wells Fargo
13
Wells Fargo
California
$35.3M 1,419,105 +223,570 +19%
HighTower Advisors
14
HighTower Advisors
Illinois
$32.6M 1,309,592 +73,812 +6%
SL
15
Summitry LLC
California
$30.1M 1,208,359 +1,208,359 New
Lido Advisors
16
Lido Advisors
California
$29.2M 1,171,675 +406,365 +53%
GWA
17
Gratus Wealth Advisors
Virginia
$28.9M 1,158,816 +32,491 +3%
SIC
18
Sigma Investment Counselors
Michigan
$27.7M 1,110,725 +48,159 +5%
KA
19
Klingman & Associates
New York
$27.1M 1,087,184 +27,402 +3%
Ameriprise
20
Ameriprise
Minnesota
$27M 1,083,928 -106,458 -9%
KCM
21
Kathmere Capital Management
Pennsylvania
$23.6M 947,947 +26,036 +3%
HCM
22
Hengehold Capital Management
Ohio
$23.1M 928,620 +24,126 +3%
HCM
23
Howland Capital Management
Massachusetts
$23.1M 926,674 +205,504 +28%
RW
24
RVW Wealth
California
$21.7M 869,496 +62,756 +8%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$21.5M 863,127 +56,379 +7%