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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

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.

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.67%
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
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$16.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$22.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
FTUS
3
Flow Traders U.S.
New York
$372K
4
LPL Financial
4
LPL Financial
California
$3.8M
5
AF
5
Allworth Financial
California
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$989K 45,088 +45,088 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$943K 42,972 +7,985 +23%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$908K 41,403 +6,201 +18%
TFS
54
Thoroughbred Financial Services
Tennessee
$891K 40,628 +19,302 +91%
FFG
55
Foundry Financial Group
New Hampshire
$865K 39,443 +17,218 +77%
IA
56
IFP Advisors
Florida
$790K 36,004 +89 +0.2%
FFA
57
Farther Finance Advisors
California
$786K 36,091 +36,091 New
Jane Street
58
Jane Street
New York
$724K 32,991 +32,991 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$723K 32,951 +6,828 +26%
RWP
60
Reliant Wealth Planning
Kentucky
$674K 30,722 +3,096 +11%
NA
61
Nottingham Advisors
New York
$668K 30,443 -31,190 -51%
KAS
62
Kestra Advisory Services
Texas
$650K 29,650 -338 -1%
KF
63
Krilogy Financial
Missouri
$643K 29,327 -10,578 -27%
CIA
64
Compass Ion Advisors
Pennsylvania
$625K 28,472 +4,971 +21%
LWL
65
Leo Wealth LLC
Texas
$608K 27,723 +2,424 +10%
Osaic Holdings
66
Osaic Holdings
Arizona
$579K 26,414 -1,119 -4%
LNC
67
Lincoln National Corp
Pennsylvania
$576K 26,247 +26,247 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$568K 25,895 +7,773 +43%
APW
69
Austin Private Wealth
Texas
$559K 25,672 +11,954 +87%
GHA
70
Granite Harbor Advisors
Texas
$532K 24,264 +13,701 +130%
CAN
71
Cetera Advisor Networks
California
$523K 23,832 +13,609 +133%
SCA
72
Snowden Capital Advisors
New York
$498K 22,726 +5,249 +30%
JFG
73
JDM Financial Group
Texas
$461K 21,006 +2,315 +12%
SB
74
Strategic Blueprint
Georgia
$441K 20,120 +20,120 New
Cerity Partners
75
Cerity Partners
New York
$420K 19,143 +3,424 +22%
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3
4 5