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iShares iBonds Dec 2028 Term Treasury ETF

142 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
77
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAS
51
Park Avenue Securities
New York
$2.19M 97,251 -17,066 -15%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.11M 93,590 +1,609 +2%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M 91,089 +14,203 +18%
ADL
54
Asset Dedication LLC
California
$2.02M 89,748 -37,647 -30%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.92M 85,336 +31,644 +59%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.89M 83,920 +12,181 +17%
SFB
57
STAR Financial Bank
Indiana
$1.8M 80,098 +25,341 +46%
AF
58
Allworth Financial
California
$1.8M 80,041 -4,053 -5%
BFO
59
Boston Family Office
Massachusetts
$1.7M 75,559 +7,794 +12%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.65M 73,145 +22,855 +45%
RWP
61
Reliant Wealth Planning
Kentucky
$1.54M 68,489 +10,842 +19%
ABC
62
Associated Banc-Corp
Wisconsin
$1.27M 56,404 +4,983 +10%
HF
63
HRT Financial
New York
$1.18M 52,565 +52,565 New
FFG
64
Foundry Financial Group
New Hampshire
$1.18M 52,302 +1,183 +2%
JSA
65
Jim Saulnier & Associates
Colorado
$1.13M 50,128 +50,128 New
NG
66
Northstar Group
New York
$1.12M 49,865 +49,865 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$974K 43,292 +24,920 +136%
SB
68
Strategic Blueprint
Georgia
$889K 39,507 +15,929 +68%
LIM
69
Leavell Investment Management
Alabama
$878K 39,018 +18,918 +94%
HighTower Advisors
70
HighTower Advisors
Illinois
$838K 37,247 +26,291 +240%
APW
71
Austin Private Wealth
Texas
$784K 34,823 -2,033 -6%
FTUS
72
Flow Traders U.S.
New York
$783K 34,804 -76,376 -69%
KAS
73
Kestra Advisory Services
Texas
$776K 34,487 +99 +0.3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$775K 34,449 +679 +2%
UCFA
75
United Capital Financial Advisors
Texas
$768K 34,119 +13,815 +68%