IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

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.

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
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$25.8M
2
Wells Fargo
2
Wells Fargo
California
$34.4M
3
ICG
3
InterOcean Capital Group
Tennessee
$10M
4
JAG
4
Journey Advisory Group
Kentucky
$9.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.3M

Top Sellers

1
NA
1
Nottingham Advisors
New York
$1.37M
2
AWM
2
AE Wealth Management
Kansas
$10.5M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CIM
5
Confluence Investment Management
Missouri
$9.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.31M 103,888 +85,742 +473%
AWP
27
Accretive Wealth Partners
New Jersey
$2.14M 96,430 +96,430 New
PA
28
Probity Advisors
Texas
$2.09M 94,109 +94,109 New
GRP
29
Global Retirement Partners
California
$2.08M 93,756 +90,018 +2,408%
MA
30
MKT Advisors
California
$2M 90,469 +90,469 New
FTUS
31
Flow Traders U.S.
New York
$2M 89,857 +89,857 New
SWM
32
Shelton Wealth Management
Texas
$1.96M 88,017 +88,017 New
Financial Engines Advisors
33
Financial Engines Advisors
California
$1.93M 86,815 +86,815 New
SWM
34
Stockman Wealth Management
Montana
$1.73M 77,676 +20,889 +37%
Goldman Sachs
35
Goldman Sachs
New York
$1.63M 73,420 +73,420 New
NA
36
Nottingham Advisors
New York
$1.37M 61,633 -395,393 -87%
MCM
37
MV Capital Management
Maryland
$1.25M 56,402 +56,402 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$1.12M 50,315 +48,092 +2,163%
CTC
39
Central Trust Company
Missouri
$1.11M 50,027 +38,529 +335%
ABC
40
Associated Banc-Corp
Wisconsin
$1.09M 49,111 +15,335 +45%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.06M 47,493 +12,245 +35%
Stifel Financial
42
Stifel Financial
Missouri
$1.02M 45,909 +12,530 +38%
MIM
43
Moseley Investment Management
Florida
$904K 40,692 +8,837 +28%
KF
44
Krilogy Financial
Missouri
$886K 39,905 +14,308 +56%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$851K 38,293 +38,293 New
IA
46
IFP Advisors
Florida
$798K 35,915 +35,915 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$782K 35,202 +23,985 +214%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$777K 34,987 -3,040 -8%
IWC
49
Integrated Wealth Concepts
Massachusetts
$675K 30,387 +15,749 +108%
KAS
50
Kestra Advisory Services
Texas
$666K 29,988 +7,066 +31%
1
2
3 4