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iShares iBonds Dec 2028 Term Treasury ETF

166 hedge funds and large institutions have $703M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 18

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more capital invested

Capital invested by funds: $542M → $703M (+$161M)

16% more funds holding

Funds holding: 143166 (+23)

6.7% more ownership

Funds ownership: 77.05%83.75% (+6.7%)

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
94
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$7.92M +$1.46M +66,229 +22%
PA
27
Probity Advisors
Texas
$7.56M +$1.61M +72,913 +27%
SCA
28
Snowden Capital Advisors
New York
$7.3M +$845K +38,306 +13%
SWM
29
Scissortail Wealth Management
Oklahoma
$7.28M +$7.32M +332,057 +78,686%
PA
30
Pineridge Advisors
Missouri
$6.6M -$589K -26,702 -8%
SWM
31
Shelton Wealth Management
Texas
$6.5M +$1.63M +73,828 +33%
SPIA
32
Steward Partners Investment Advisory
New York
$6.45M -$7.94K -360 -0.1%
CTC
33
Central Trust Company
Missouri
$5.2M +$1.13M +51,102 +27%
DADC
34
D.A. Davidson & Co
Montana
$5M +$458K +20,784 +10%
TCA
35
Transcend Capital Advisors
New Jersey
$5M -$901K -40,850 -15%
CCP
36
Carmel Capital Partners
California
$4.88M +$1.32M +59,758 +37%
PAS
37
Park Avenue Securities
New York
$4.84M +$2.72M +123,598 +127%
IA
38
IFP Advisors
Florida
$4.6M +$1.75M +79,288 +61%
FC
39
FCA Corp
Texas
$4.32M +$111K +5,031 +3%
Ameriprise
40
Ameriprise
Minnesota
$4.29M -$1.08M -49,145 -20%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.82M +$893K +40,524 +30%
Financial Engines Advisors
42
Financial Engines Advisors
California
$3.39M +$376K +17,047 +12%
SWM
43
Stockman Wealth Management
Montana
$3.29M +$309K +14,031 +10%
MCM
44
MV Capital Management
Maryland
$3.11M +$741K +33,604 +31%
NG
45
Northstar Group
New York
$3.09M +$2.01M +91,090 +183%
GRP
46
Global Retirement Partners
California
$3.04M +$441 +20 +0%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.9M +$1.04M +47,040 +55%
TFS
48
Thoroughbred Financial Services
Tennessee
$2.76M +$243K +11,044 +10%
CP
49
Cornerstone Planning
North Carolina
$2.65M +$2.67M +120,926 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.52M +$921K +41,756 +57%