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iShares iBonds Dec 2028 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 20

26% more funds holding

Funds holding: 91115 (+24)

25% more capital invested

Capital invested by funds: $280M → $352M (+$71.3M)

5.32% less ownership

Funds ownership: 82.62%77.3% (-5.3%)

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$3.62M +$952K +43,260 +36%
GRP
27
Global Retirement Partners
California
$3.04M +$991K +45,009 +48%
Morgan Stanley
28
Morgan Stanley
New York
$2.86M +$585K +26,583 +26%
SWM
29
Shelton Wealth Management
Texas
$2.85M +$924K +41,971 +48%
CCP
30
Carmel Capital Partners
California
$2.79M +$2.8M +127,232 New
PAS
31
Park Avenue Securities
New York
$2.7M -$374K -17,011 -12%
Financial Engines Advisors
32
Financial Engines Advisors
California
$2.42M +$521K +23,655 +27%
SCM
33
SCS Capital Management
Massachusetts
$2.38M +$2.39M +108,620 New
CTC
34
Central Trust Company
Missouri
$2.31M +$1.22M +55,507 +111%
AWP
35
Accretive Wealth Partners
New Jersey
$2.24M +$158K +7,172 +7%
AF
36
Allworth Financial
California
$2.24M -$1.1M -49,872 -33%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.21M +$2.21M +100,615 New
SWM
38
Stockman Wealth Management
Montana
$2.21M +$504K +22,882 +29%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M +$2M +91,000 New
MCM
40
MV Capital Management
Maryland
$1.85M +$615K +27,952 +50%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.76M +$720K +32,729 +69%
MIM
42
Moseley Investment Management
Florida
$1.41M +$514K +23,373 +57%
Citadel Advisors
43
Citadel Advisors
Florida
$1.37M +$1.37M +62,456 New
Goldman Sachs
44
Goldman Sachs
New York
$1.36M -$256K -11,632 -16%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$421K +19,134 +50%
ABC
46
Associated Banc-Corp
Wisconsin
$1.12M +$41.3K +1,875 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.12M +$684K +31,075 +157%
Stifel Financial
48
Stifel Financial
Missouri
$1.04M +$37.8K +1,719 +4%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.04M +$376K +17,106 +56%
HC
50
Hara Capital
Washington
$1.01M +$374K +16,973 +58%