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iShares iBonds Dec 2028 Term Treasury ETF

166 hedge funds and large institutions have $703M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 18

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more capital invested

Capital invested by funds: $542M → $703M (+$161M)

16% more funds holding

Funds holding: 143166 (+23)

6.7% more ownership

Funds ownership: 77.05%83.75% (+6.7%)

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
94
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
51
Krilogy Financial
Missouri
$2.52M +$1.93M +87,716 +323%
SA
52
Sanctuary Advisors
Indiana
$2.41M +$85.6K +3,883 +4%
SCM
53
SCS Capital Management
Massachusetts
$2.39M +$5.4K +245 +0.2%
Truist Financial
54
Truist Financial
North Carolina
$2.38M -$849K -38,515 -26%
AWP
55
Accretive Wealth Partners
New Jersey
$2.37M +$30.2K +1,368 +1%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.37M +$374K +16,980 +19%
AI
57
Atria Investments
North Carolina
$2.3M +$1.97M +89,579 +581%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.3M +$462K +20,933 +25%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.28M +$232K +10,527 +11%
AF
60
Allworth Financial
California
$2.1M +$349K +15,810 +20%
BFO
61
Boston Family Office
Massachusetts
$1.95M +$301K +13,633 +18%
LWL
62
Leo Wealth LLC
Texas
$1.93M +$1.24M +56,393 +177%
SFB
63
STAR Financial Bank
Indiana
$1.85M +$95.5K +4,331 +5%
RWP
64
Reliant Wealth Planning
Kentucky
$1.76M +$266K +12,079 +18%
JSA
65
Jim Saulnier & Associates
Colorado
$1.56M +$461K +20,888 +42%
VA
66
Valmark Advisers
Ohio
$1.55M +$932K +42,265 +148%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$720K -32,639 -32%
UCFA
68
United Capital Financial Advisors
Texas
$1.43M +$689K +31,254 +92%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.38M +$848K +38,448 +157%
AAIM
70
Asset Advisors Investment Management
Georgia
$1.37M +$1.38M +62,555 New
ABC
71
Associated Banc-Corp
Wisconsin
$1.3M +$60.1K +2,724 +5%
FFG
72
Foundry Financial Group
New Hampshire
$1.26M +$115K +5,226 +10%
LIM
73
Leavell Investment Management
Alabama
$1.25M +$397K +18,028 +46%
S
74
SignatureFD
Georgia
$1.12M +$1.13M +51,269 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.12M +$708K +32,097 +168%