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iShares iBonds Dec 2028 Term Treasury ETF

91 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+38
Holders Change %
+71.7%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
44
Increased
32
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HC
51
Hara Capital
Washington
$650K 29,258 +29,258 New
RWP
52
Reliant Wealth Planning
Kentucky
$614K 27,626 +27,626 New
Osaic Holdings
53
Osaic Holdings
Arizona
$612K 27,533 -219 -0.8%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$580K 26,123 +5,667 +28%
LWL
55
Leo Wealth LLC
Texas
$562K 25,299 +25,299 New
CIA
56
Compass Ion Advisors
Pennsylvania
$522K 23,501 +23,501 New
FFG
57
Foundry Financial Group
New Hampshire
$494K 22,225 +22,225 New
TFS
58
Thoroughbred Financial Services
Tennessee
$473K 21,326 +21,326 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$441K 19,845 +19,845 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$427K 19,238 -7,093 -27%
JFG
61
JDM Financial Group
Texas
$415K 18,691 +99 +0.5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$403K 18,122 +18,122 New
SCA
63
Snowden Capital Advisors
New York
$388K 17,477 +1,590 +10%
DSC
64
Duncker Streett & Co
Missouri
$363K 16,343
Cerity Partners
65
Cerity Partners
New York
$349K 15,719 +2,043 +15%
CIAS
66
CFS Investment Advisory Services
New Jersey
$337K 15,168 +15,168 New
APW
67
Austin Private Wealth
Texas
$305K 13,718 +13,718 New
AWM
68
Apollon Wealth Management
South Carolina
$285K 12,850 +12,850 New
AGP
69
Autumn Glory Partners
Texas
$283K 12,753 +767 +6%
YWM
70
Yoder Wealth Management
California
$276K 12,420 +12,420 New
MFG
71
Mendota Financial Group
Wisconsin
$263K 11,826 +11,826 New
Lido Advisors
72
Lido Advisors
California
$255K 11,486 +11,486 New
HFA
73
Highland Financial Advisors
New Jersey
$254K 11,430 +11,430 New
PS
74
Principal Securities
Iowa
$251K 11,294 +11,294 New
GHA
75
Granite Harbor Advisors
Texas
$235K 10,563 -264 -2%