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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

142 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
77
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$23.1M
2
NA
2
NewEdge Advisors
Louisiana
$23.2M
3
BEI
3
Benjamin Edwards Inc
Missouri
$18.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.7M
5
MIM
5
Moseley Investment Management
Florida
$8.21M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.27M
2
SFC
2
Strategic Financial Concepts
Texas
$278K
3
Truist Financial
3
Truist Financial
North Carolina
$3.31M
4
FTUS
4
Flow Traders U.S.
New York
$783K
5
PA
5
Pineridge Advisors
Missouri
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$6.63M 294,790 +271,601 +1,171%
SPIA
27
Steward Partners Investment Advisory
New York
$6.63M 294,787 -13,641 -4%
PA
28
Probity Advisors
Texas
$6.12M 272,061 +33,428 +14%
TCA
29
Transcend Capital Advisors
New Jersey
$6.06M 269,098 -10,500 -4%
Ameriprise
30
Ameriprise
Minnesota
$5.52M 245,003 -35,590 -13%
SWM
31
Shelton Wealth Management
Texas
$5.01M 222,715 +33,470 +18%
DADC
32
D.A. Davidson & Co
Montana
$4.67M 207,651 +27,384 +15%
RJA
33
Raymond James & Associates
Florida
$4.61M 205,012 +22,027 +12%
BWFA
34
Baltimore-Washington Financial Advisors
Maryland
$4.55M 202,339 +202,339 New
FC
35
FCA Corp
Texas
$4.33M 192,276 +192,276 New
CTC
36
Central Trust Company
Missouri
$4.19M 186,344 +46,285 +33%
Morgan Stanley
37
Morgan Stanley
New York
$3.9M 173,136 +13,099 +8%
CCP
38
Carmel Capital Partners
California
$3.66M 162,850 +19,225 +13%
Truist Financial
39
Truist Financial
North Carolina
$3.31M 147,057 -81,160 -36%
GRP
40
Global Retirement Partners
California
$3.12M 138,795 +14 +0%
Financial Engines Advisors
41
Financial Engines Advisors
California
$3.1M 137,720 +8,921 +7%
SWM
42
Stockman Wealth Management
Montana
$3.06M 136,149 +16,969 +14%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3.01M 133,700 +81,760 +157%
IA
44
IFP Advisors
Florida
$2.94M 130,611 +56,824 +77%
TFS
45
Thoroughbred Financial Services
Tennessee
$2.59M 114,975 +50,893 +79%
SCM
46
SCS Capital Management
Massachusetts
$2.45M 108,994 +184 +0.2%
MCM
47
MV Capital Management
Maryland
$2.44M 108,453 +22,453 +26%
AWP
48
Accretive Wealth Partners
New Jersey
$2.4M 106,812 +1,868 +2%
SA
49
Sanctuary Advisors
Indiana
$2.32M 105,821 +105,821 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.27M 100,660 – –
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