IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
73
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$34.9M
2
DP
2
Denver PWM
Colorado
$9.23M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Bank of America
4
Bank of America
North Carolina
$14.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.76M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PA
5
Pineridge Advisors
Missouri
$8.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Shelton Wealth Management
Texas
$4.13M 189,245 +59,257 +46%
RJA
27
Raymond James & Associates
Florida
$3.99M 182,985 +16,109 +10%
DADC
28
D.A. Davidson & Co
Montana
$3.94M 180,267 +15,361 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.76M 172,069 +129,097 +300%
Morgan Stanley
30
Morgan Stanley
New York
$3.49M 160,037 +29,566 +23%
CCP
31
Carmel Capital Partners
California
$3.14M 143,625 +16,393 +13%
CTC
32
Central Trust Company
Missouri
$3.06M 140,059 +34,525 +33%
GRP
33
Global Retirement Partners
California
$3.03M 138,781 +16 +0%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.85M 229,989 +129,374 +129%
Financial Engines Advisors
35
Financial Engines Advisors
California
$2.81M 128,799 +18,329 +17%
ADL
36
Asset Dedication LLC
California
$2.78M 127,395 +127,395 New
SWM
37
Stockman Wealth Management
Montana
$2.6M 119,180 +18,622 +19%
PAS
38
Park Avenue Securities
New York
$2.5M 114,317 -8,964 -7%
FTUS
39
Flow Traders U.S.
New York
$2.43M 111,180 +94,221 +556%
SCM
40
SCS Capital Management
Massachusetts
$2.38M 108,810 +190 +0.2%
AWP
41
Accretive Wealth Partners
New Jersey
$2.29M 104,944 +1,342 +1%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M 100,660 +9,660 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.01M 91,981 +11,759 +15%
MIM
44
Moseley Investment Management
Florida
$1.89M 86,651 +22,586 +35%
MCM
45
MV Capital Management
Maryland
$1.88M 86,000 +1,646 +2%
AF
46
Allworth Financial
California
$1.85M 84,094 -17,822 -17%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M 76,886 +19,459 +34%
IA
48
IFP Advisors
Florida
$1.61M 73,787 +37,783 +105%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.57M 71,739 +20,819 +41%
BFO
50
Boston Family Office
Massachusetts
$1.48M 67,765 +67,765 New
1
2
3 4 5