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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

43 hedge funds and large institutions have $86.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$16.6M
2
PAS
2
Park Avenue Securities
New York
$4.12M
3
UBS Group
3
UBS Group
Switzerland
$2.88M
4
SWP
4
Stratos Wealth Partners
Ohio
$9.62M
5
SWM
5
Stockman Wealth Management
Montana
$565K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$629K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$329K
4
Morgan Stanley
4
Morgan Stanley
New York
$11K
5
ETIA
5
Epic Trust Investment Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$301K +$53.7K +2,442 +22%
IWC
27
Integrated Wealth Concepts
Massachusetts
$271K +$271K +12,315 New
Osaic Holdings
28
Osaic Holdings
Arizona
$267K +$31.7K +1,442 +13%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$254K +$122K +5,542 +93%
GHA
30
Granite Harbor Advisors
Texas
$241K +$27.9K +1,268 +13%
FAAM
31
First Ascent Asset Management
Colorado
$203K +$1.78K +81 +0.9%
JFG
32
JDM Financial Group
Texas
$203K +$1.78K +81 +0.9%
SPIA
33
Steward Partners Investment Advisory
New York
$167K +$9K +409 +6%
CB
34
Community Bank
New York
$167K +$36.1K +1,640 +28%
CFGS
35
Concourse Financial Group Securities
Alabama
$167K -$126K -5,726 -43%
CTC
36
Central Trust Company
Missouri
$115K +$112K +5,107 +3,755%
GRP
37
Global Retirement Partners
California
$81.9K +$154 +7 +0.2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$49K +$49K +2,223 New
BC
39
Barrett & Company
Rhode Island
$40.7K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$35.8K – – –
Morgan Stanley
41
Morgan Stanley
New York
$11K -$1.09M -49,500 -99%
FPB
42
First PREMIER Bank
South Dakota
$11K +$11K +500 New
US Bancorp
43
US Bancorp
Minnesota
$11K +$11K +500 New
FTUS
44
Flow Traders U.S.
New York
– -$1.36M -60,396 Closed
ETIA
45
Epic Trust Investment Advisors
Washington
– -$238K -10,591 Closed
BAM
46
Belpointe Asset Management
Nevada
– -$17.4K -773 Closed
ASN
47
Advisory Services Network
Georgia
– -$13.6K -603 Closed
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