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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.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

127% more capital invested

Capital invested by funds: $123M → $280M (+$157M)

72% more funds holding

Funds holding: 5391 (+38)

4.6% more ownership

Funds ownership: 78.01%82.62% (+4.6%)

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 Holding Trade Value Shares
Change
Change in
Stake
HC
51
Hara Capital
Washington
$650K +$635K +29,258 New
RWP
52
Reliant Wealth Planning
Kentucky
$614K +$599K +27,626 New
Osaic Holdings
53
Osaic Holdings
Arizona
$612K -$4.75K -219 -0.8%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$580K +$123K +5,667 +28%
LWL
55
Leo Wealth LLC
Texas
$562K +$549K +25,299 New
CIA
56
Compass Ion Advisors
Pennsylvania
$522K +$510K +23,501 New
FFG
57
Foundry Financial Group
New Hampshire
$494K +$482K +22,225 New
TFS
58
Thoroughbred Financial Services
Tennessee
$473K +$463K +21,326 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$441K +$430K +19,845 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$427K -$154K -7,093 -27%
JFG
61
JDM Financial Group
Texas
$415K +$2.15K +99 +0.5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$403K +$393K +18,122 New
SCA
63
Snowden Capital Advisors
New York
$388K +$34.5K +1,590 +10%
DSC
64
Duncker Streett & Co
Missouri
$363K
Cerity Partners
65
Cerity Partners
New York
$349K +$44.3K +2,043 +15%
CIAS
66
CFS Investment Advisory Services
New Jersey
$337K +$329K +15,168 New
APW
67
Austin Private Wealth
Texas
$305K +$298K +13,718 New
AWM
68
Apollon Wealth Management
South Carolina
$285K +$279K +12,850 New
AGP
69
Autumn Glory Partners
Texas
$283K +$16.6K +767 +6%
YWM
70
Yoder Wealth Management
California
$276K +$269K +12,420 New
MFG
71
Mendota Financial Group
Wisconsin
$263K +$257K +11,826 New
Lido Advisors
72
Lido Advisors
California
$255K +$249K +11,486 New
HFA
73
Highland Financial Advisors
New Jersey
$254K +$248K +11,430 New
PS
74
Principal Securities
Iowa
$251K +$245K +11,294 New
GHA
75
Granite Harbor Advisors
Texas
$235K -$5.73K -264 -2%