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iShares iBonds Dec 2028 Term Treasury ETF

115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 20

26% more funds holding

Funds holding: 91115 (+24)

25% more capital invested

Capital invested by funds: $280M → $352M (+$71.3M)

5.32% less ownership

Funds ownership: 82.62%77.3% (-5.3%)

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
28
Increased
58
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$989K +$992K +45,088 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$943K +$176K +7,985 +23%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$908K +$136K +6,201 +18%
TFS
54
Thoroughbred Financial Services
Tennessee
$891K +$425K +19,302 +91%
FFG
55
Foundry Financial Group
New Hampshire
$865K +$379K +17,218 +77%
IA
56
IFP Advisors
Florida
$790K +$1.96K +89 +0.2%
FFA
57
Farther Finance Advisors
California
$786K +$794K +36,091 New
Jane Street
58
Jane Street
New York
$724K +$726K +32,991 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$723K +$150K +6,828 +26%
RWP
60
Reliant Wealth Planning
Kentucky
$674K +$68.1K +3,096 +11%
NA
61
Nottingham Advisors
New York
$668K -$686K -31,190 -51%
KAS
62
Kestra Advisory Services
Texas
$650K -$7.44K -338 -1%
KF
63
Krilogy Financial
Missouri
$643K -$233K -10,578 -27%
CIA
64
Compass Ion Advisors
Pennsylvania
$625K +$109K +4,971 +21%
LWL
65
Leo Wealth LLC
Texas
$608K +$53.4K +2,424 +10%
Osaic Holdings
66
Osaic Holdings
Arizona
$579K -$24.6K -1,119 -4%
LNC
67
Lincoln National Corp
Pennsylvania
$576K +$578K +26,247 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$568K +$171K +7,773 +43%
APW
69
Austin Private Wealth
Texas
$559K +$263K +11,954 +87%
GHA
70
Granite Harbor Advisors
Texas
$532K +$302K +13,701 +130%
CAN
71
Cetera Advisor Networks
California
$523K +$300K +13,609 +133%
SCA
72
Snowden Capital Advisors
New York
$498K +$116K +5,249 +30%
JFG
73
JDM Financial Group
Texas
$461K +$51K +2,315 +12%
SB
74
Strategic Blueprint
Georgia
$441K +$443K +20,120 New
Cerity Partners
75
Cerity Partners
New York
$420K +$75.4K +3,424 +22%