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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.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $352M → $394M (+$42.7M)

11% more funds holding

Funds holding: 115128 (+13)

1.32% more ownership

Funds ownership: 77.3%78.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.85%
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 Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$1.4M +$509K +23,454 +58%
RWP
52
Reliant Wealth Planning
Kentucky
$1.26M +$584K +26,925 +88%
SFB
53
STAR Financial Bank
Indiana
$1.2M +$1.19M +54,757 New
Stifel Financial
54
Stifel Financial
Missouri
$1.18M +$137K +6,307 +13%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.17M +$592K +27,278 +103%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$229K +10,537 +25%
ABC
57
Associated Banc-Corp
Wisconsin
$1.12M +$9.44K +435 +0.9%
FFG
58
Foundry Financial Group
New Hampshire
$1.12M +$253K +11,676 +30%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.1M +$60.7K +2,797 +6%
Jane Street
60
Jane Street
New York
$943K +$221K +10,184 +31%
APW
61
Austin Private Wealth
Texas
$805K +$243K +11,184 +44%
KAS
62
Kestra Advisory Services
Texas
$751K +$103K +4,738 +16%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$737K +$17.8K +819 +2%
FFA
64
Farther Finance Advisors
California
$703K -$80K -3,688 -10%
CIA
65
Compass Ion Advisors
Pennsylvania
$625K
LWL
66
Leo Wealth LLC
Texas
$611K +$5.6K +258 +0.9%
HC
67
Hara Capital
Washington
$568K -$439K -20,224 -44%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$566K +$347 +16 +0.1%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$545K +$160K +7,352 +42%
GHA
70
Granite Harbor Advisors
Texas
$543K +$12.9K +596 +2%
SB
71
Strategic Blueprint
Georgia
$515K +$75K +3,458 +17%
SCA
72
Snowden Capital Advisors
New York
$506K +$10K +463 +2%
GSAM
73
Grant Street Asset Management
Pennsylvania
$495K +$492K +22,664 New
VA
74
Valmark Advisers
Ohio
$466K +$68.8K +3,168 +17%
UCFA
75
United Capital Financial Advisors
Texas
$443K +$200K +9,223 +83%