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iShares iBonds Dec 2028 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $352M → $394M (+$42.7M)

11% more funds holding

Funds holding: 115128 (+13)

1.32% more ownership

Funds ownership: 77.3%78.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shelton Wealth Management
Texas
$4.13M +$1.29M +59,257 +46%
RJA
27
Raymond James & Associates
Florida
$3.99M +$350K +16,109 +10%
DADC
28
D.A. Davidson & Co
Montana
$3.94M +$333K +15,361 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.76M +$2.8M +129,097 +300%
Morgan Stanley
30
Morgan Stanley
New York
$3.49M +$642K +29,566 +23%
CCP
31
Carmel Capital Partners
California
$3.14M +$356K +16,393 +13%
CTC
32
Central Trust Company
Missouri
$3.06M +$749K +34,525 +33%
GRP
33
Global Retirement Partners
California
$3.03M +$347 +16 +0%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.85M +$2.81M +129,374 +129%
Financial Engines Advisors
35
Financial Engines Advisors
California
$2.81M +$398K +18,329 +17%
ADL
36
Asset Dedication LLC
California
$2.78M +$2.76M +127,395 New
SWM
37
Stockman Wealth Management
Montana
$2.6M +$404K +18,622 +19%
PAS
38
Park Avenue Securities
New York
$2.5M -$195K -8,964 -7%
FTUS
39
Flow Traders U.S.
New York
$2.43M +$2.04M +94,221 +556%
SCM
40
SCS Capital Management
Massachusetts
$2.38M +$4.12K +190 +0.2%
AWP
41
Accretive Wealth Partners
New Jersey
$2.29M +$29.1K +1,342 +1%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M +$210K +9,660 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.01M +$255K +11,759 +15%
MIM
44
Moseley Investment Management
Florida
$1.89M +$490K +22,586 +35%
MCM
45
MV Capital Management
Maryland
$1.88M +$35.7K +1,646 +2%
AF
46
Allworth Financial
California
$1.85M -$387K -17,822 -17%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M +$422K +19,459 +34%
IA
48
IFP Advisors
Florida
$1.61M +$820K +37,783 +105%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.57M +$452K +20,819 +41%
BFO
50
Boston Family Office
Massachusetts
$1.48M +$1.47M +67,765 New