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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

27 hedge funds and large institutions have $37.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

108% more funds holding

Funds holding: 13 → 27 (+14)

107% more capital invested

Capital invested by funds: $18.1M → $37.5M (+$19.3M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17.66% more ownership

Funds ownership: 59.3% → 76.95% (+18%)

Holders
27
Holders Change
+14
Holders Change %
+107.69%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.85M
2
PAS
Park Avenue Securities
New York
+$2.31M
3
DADC
D.A. Davidson & Co
Montana
+$1.84M
4
Bank of America
Bank of America
North Carolina
+$1.32M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$759K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.09M
2
KF
Krilogy Financial
Missouri
-$415K
3
Jane Street
Jane Street
New York
-$224K
4
CIM
Confluence Investment Management
Missouri
-$41.5K
5
Stifel Financial
Stifel Financial
Missouri
-$31.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$13.2K +$13.2K +603 New
NA
27
NewEdge Advisors
Louisiana
$509 +$509K +23,188 New
BlackRock
28
BlackRock
New York
– -$1.09M -50,000 Closed
BEI
29
Benjamin Edwards Inc
Missouri
– -$7K -317 Closed
1
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