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iShares iBonds Dec 2028 Term Treasury ETF

91 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

127% more capital invested

Capital invested by funds: $123M → $280M (+$157M)

72% more funds holding

Funds holding: 5391 (+38)

4.6% more ownership

Funds ownership: 78.01%82.62% (+4.6%)

Holders
91
Holders Change
+38
Holders Change %
+71.7%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
32
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.31M +$1.86M +85,742 +473%
AWP
27
Accretive Wealth Partners
New Jersey
$2.14M +$2.09M +96,430 New
PA
28
Probity Advisors
Texas
$2.09M +$2.04M +94,109 New
GRP
29
Global Retirement Partners
California
$2.08M +$1.95M +90,018 +2,408%
MA
30
MKT Advisors
California
$2M +$1.96M +90,469 New
FTUS
31
Flow Traders U.S.
New York
$2M +$1.95M +89,857 New
SWM
32
Shelton Wealth Management
Texas
$1.96M +$1.91M +88,017 New
Financial Engines Advisors
33
Financial Engines Advisors
California
$1.93M +$1.88M +86,815 New
SWM
34
Stockman Wealth Management
Montana
$1.73M +$453K +20,889 +37%
Goldman Sachs
35
Goldman Sachs
New York
$1.63M +$1.59M +73,420 New
NA
36
Nottingham Advisors
New York
$1.37M -$8.58M -395,393 -87%
MCM
37
MV Capital Management
Maryland
$1.25M +$1.22M +56,402 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$1.04M +48,092 +2,163%
CTC
39
Central Trust Company
Missouri
$1.11M +$836K +38,529 +335%
ABC
40
Associated Banc-Corp
Wisconsin
$1.09M +$333K +15,335 +45%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.05M +$266K +12,245 +35%
Stifel Financial
42
Stifel Financial
Missouri
$1.02M +$272K +12,530 +38%
MIM
43
Moseley Investment Management
Florida
$904K +$192K +8,837 +28%
KF
44
Krilogy Financial
Missouri
$886K +$310K +14,308 +56%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$851K +$831K +38,293 New
IA
46
IFP Advisors
Florida
$798K +$779K +35,915 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$782K +$520K +23,985 +214%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$777K -$65.9K -3,040 -8%
IWC
49
Integrated Wealth Concepts
Massachusetts
$675K +$342K +15,749 +108%
KAS
50
Kestra Advisory Services
Texas
$666K +$153K +7,066 +31%