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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

165 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.

Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
2.2%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M
3
Bank of America
3
Bank of America
North Carolina
$38.5M
4
NA
4
NewEdge Advisors
Louisiana
$34.4M
5
EP
5
Essential Planning
New Hampshire
$11M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$16.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.94M
3
BEI
3
Benjamin Edwards Inc
Missouri
$13M
4
ADL
4
Asset Dedication LLC
California
$135K
5
CIM
5
Confluence Investment Management
Missouri
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$7.92M 361,796 +66,229 +22%
PA
27
Probity Advisors
Texas
$7.56M 344,974 +72,913 +27%
SCA
28
Snowden Capital Advisors
New York
$7.3M 333,096 +38,306 +13%
SWM
29
Scissortail Wealth Management
Oklahoma
$7.28M 332,479 +332,057 +78,686%
PA
30
Pineridge Advisors
Missouri
$6.6M 301,527 -26,702 -8%
SWM
31
Shelton Wealth Management
Texas
$6.5M 296,543 +73,828 +33%
SPIA
32
Steward Partners Investment Advisory
New York
$6.45M 294,427 -360 -0.1%
CTC
33
Central Trust Company
Missouri
$5.2M 237,446 +51,102 +27%
DADC
34
D.A. Davidson & Co
Montana
$5M 228,435 +20,784 +10%
TCA
35
Transcend Capital Advisors
New Jersey
$5M 228,248 -40,850 -15%
CCP
36
Carmel Capital Partners
California
$4.88M 222,608 +59,758 +37%
PAS
37
Park Avenue Securities
New York
$4.84M 220,849 +123,598 +127%
IA
38
IFP Advisors
Florida
$4.6M 209,899 +79,288 +61%
FC
39
FCA Corp
Texas
$4.32M 197,307 +5,031 +3%
Ameriprise
40
Ameriprise
Minnesota
$4.29M 195,858 -49,145 -20%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.82M 174,224 +40,524 +30%
Financial Engines Advisors
42
Financial Engines Advisors
California
$3.39M 154,767 +17,047 +12%
SWM
43
Stockman Wealth Management
Montana
$3.29M 150,180 +14,031 +10%
MCM
44
MV Capital Management
Maryland
$3.11M 142,057 +33,604 +31%
NG
45
Northstar Group
New York
$3.09M 140,955 +91,090 +183%
GRP
46
Global Retirement Partners
California
$3.04M 138,815 +20 +0%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.9M 132,376 +47,040 +55%
TFS
48
Thoroughbred Financial Services
Tennessee
$2.76M 126,019 +11,044 +10%
CP
49
Cornerstone Planning
North Carolina
$2.65M 120,926 +120,926 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.52M 114,901 +41,756 +57%
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