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iShares iBonds Dec 2028 Term Treasury ETF

53 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$567K -$49.6K -2,302 -8%
KF
27
Krilogy Financial
Missouri
$552K +$127K +5,907 +30%
KAS
28
Kestra Advisory Services
Texas
$494K +$95.6K +4,436 +24%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$441K -$784K -36,386 -64%
LPL Financial
30
LPL Financial
California
$437K +$112K +5,191 +34%
JFG
31
JDM Financial Group
Texas
$401K +$202K +9,355 +101%
Morgan Stanley
32
Morgan Stanley
New York
$391K +$380K +17,646 +3,529%
CB
33
Community Bank
New York
$373K +$210K +9,756 +129%
DSC
34
Duncker Streett & Co
Missouri
$352K +$352K +16,343 New
SCA
35
Snowden Capital Advisors
New York
$342K +$342K +15,887 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$315K +$50.1K +2,323 +19%
Cerity Partners
37
Cerity Partners
New York
$295K
AGP
38
Autumn Glory Partners
Texas
$258K +$258K +11,986 New
CTC
39
Central Trust Company
Missouri
$248K +$135K +6,255 +119%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$242K -$6.81K -316 -3%
GHA
41
Granite Harbor Advisors
Texas
$233K -$2.63K -122 -1%
KAS
42
KPP Advisory Services
Kentucky
$211K +$211K +9,800 New
SPIA
43
Steward Partners Investment Advisory
New York
$154K -$9.89K -459 -6%
CFGS
44
Concourse Financial Group Securities
Alabama
$150K -$13.1K -610 -8%
GRP
45
Global Retirement Partners
California
$80K +$278 +13 +0.3%
FPB
46
First PREMIER Bank
South Dakota
$63K +$52.1K +2,400 +480%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$48K
CAL
48
Capital Analysts LLC
Pennsylvania
$45K +$45K +2,080 New
BC
49
Barrett & Company
Rhode Island
$39.9K
FCA
50
FinTrust Capital Advisors
South Carolina
$35.1K