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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
28
Increased
58
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$16.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$22.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
FTUS
3
Flow Traders U.S.
New York
$372K
4
LPL Financial
4
LPL Financial
California
$3.8M
5
AF
5
Allworth Financial
California
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$3.62M 164,906 +43,260 +36%
GRP
27
Global Retirement Partners
California
$3.04M 138,765 +45,009 +48%
Morgan Stanley
28
Morgan Stanley
New York
$2.86M 130,471 +26,583 +26%
SWM
29
Shelton Wealth Management
Texas
$2.85M 129,988 +41,971 +48%
CCP
30
Carmel Capital Partners
California
$2.79M 127,232 +127,232 New
PAS
31
Park Avenue Securities
New York
$2.7M 123,281 -17,011 -12%
Financial Engines Advisors
32
Financial Engines Advisors
California
$2.42M 110,470 +23,655 +27%
SCM
33
SCS Capital Management
Massachusetts
$2.38M 108,620 +108,620 New
CTC
34
Central Trust Company
Missouri
$2.31M 105,534 +55,507 +111%
AWP
35
Accretive Wealth Partners
New Jersey
$2.24M 103,602 +7,172 +7%
AF
36
Allworth Financial
California
$2.24M 101,916 -49,872 -33%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.21M 100,615 +100,615 New
SWM
38
Stockman Wealth Management
Montana
$2.21M 100,558 +22,882 +29%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M 91,000 +91,000 New
MCM
40
MV Capital Management
Maryland
$1.85M 84,354 +27,952 +50%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.76M 80,222 +32,729 +69%
MIM
42
Moseley Investment Management
Florida
$1.41M 64,065 +23,373 +57%
Citadel Advisors
43
Citadel Advisors
Florida
$1.37M 62,456 +62,456 New
Goldman Sachs
44
Goldman Sachs
New York
$1.36M 61,788 -11,632 -16%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M 57,427 +19,134 +50%
ABC
46
Associated Banc-Corp
Wisconsin
$1.12M 50,986 +1,875 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.12M 50,920 +31,075 +157%
Stifel Financial
48
Stifel Financial
Missouri
$1.04M 47,628 +1,719 +4%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.04M 47,493 +17,106 +56%
HC
50
Hara Capital
Washington
$1.01M 46,231 +16,973 +58%
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