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iShares iBonds Dec 2028 Term Treasury ETF

128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
73
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFS
51
Thoroughbred Financial Services
Tennessee
$1.4M 64,082 +23,454 +58%
RWP
52
Reliant Wealth Planning
Kentucky
$1.26M 57,647 +26,925 +88%
SFB
53
STAR Financial Bank
Indiana
$1.2M 54,757 +54,757 New
Stifel Financial
54
Stifel Financial
Missouri
$1.18M 53,935 +6,307 +13%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.17M 53,692 +27,278 +103%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.13M 51,940 +10,537 +25%
ABC
57
Associated Banc-Corp
Wisconsin
$1.12M 51,421 +435 +0.9%
FFG
58
Foundry Financial Group
New Hampshire
$1.12M 51,119 +11,676 +30%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.1M 50,290 +2,797 +6%
Jane Street
60
Jane Street
New York
$943K 43,175 +10,184 +31%
APW
61
Austin Private Wealth
Texas
$805K 36,856 +11,184 +44%
KAS
62
Kestra Advisory Services
Texas
$751K 34,388 +4,738 +16%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$737K 33,770 +819 +2%
FFA
64
Farther Finance Advisors
California
$703K 32,403 -3,688 -10%
CIA
65
Compass Ion Advisors
Pennsylvania
$625K 28,472
LWL
66
Leo Wealth LLC
Texas
$611K 27,981 +258 +0.9%
HC
67
Hara Capital
Washington
$568K 26,007 -20,224 -44%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$566K 25,911 +16 +0.1%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$545K 24,974 +7,352 +42%
GHA
70
Granite Harbor Advisors
Texas
$543K 24,860 +596 +2%
SB
71
Strategic Blueprint
Georgia
$515K 23,578 +3,458 +17%
SCA
72
Snowden Capital Advisors
New York
$506K 23,189 +463 +2%
GSAM
73
Grant Street Asset Management
Pennsylvania
$495K 22,664 +22,664 New
VA
74
Valmark Advisers
Ohio
$466K 21,367 +3,168 +17%
UCFA
75
United Capital Financial Advisors
Texas
$443K 20,304 +9,223 +83%