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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

165 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.

Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
2.2%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M
3
Bank of America
3
Bank of America
North Carolina
$38.5M
4
NA
4
NewEdge Advisors
Louisiana
$34.4M
5
EP
5
Essential Planning
New Hampshire
$11M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$16.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.94M
3
BEI
3
Benjamin Edwards Inc
Missouri
$13M
4
ADL
4
Asset Dedication LLC
California
$135K
5
CIM
5
Confluence Investment Management
Missouri
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$2.52M 114,861 +87,716 +323%
SA
52
Sanctuary Advisors
Indiana
$2.41M 109,704 +3,883 +4%
SCM
53
SCS Capital Management
Massachusetts
$2.39M 109,239 +245 +0.2%
Truist Financial
54
Truist Financial
North Carolina
$2.38M 108,542 -38,515 -26%
AWP
55
Accretive Wealth Partners
New Jersey
$2.37M 108,180 +1,368 +1%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.37M 108,069 +16,980 +19%
AI
57
Atria Investments
North Carolina
$2.3M 104,993 +89,579 +581%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.3M 104,853 +20,933 +25%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.28M 104,117 +10,527 +11%
AF
60
Allworth Financial
California
$2.1M 95,851 +15,810 +20%
BFO
61
Boston Family Office
Massachusetts
$1.95M 89,192 +13,633 +18%
LWL
62
Leo Wealth LLC
Texas
$1.93M 88,260 +56,393 +177%
SFB
63
STAR Financial Bank
Indiana
$1.85M 84,429 +4,331 +5%
RWP
64
Reliant Wealth Planning
Kentucky
$1.76M 80,568 +12,079 +18%
JSA
65
Jim Saulnier & Associates
Colorado
$1.56M 71,016 +20,888 +42%
VA
66
Valmark Advisers
Ohio
$1.55M 70,807 +42,265 +148%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M 68,021 -32,639 -32%
UCFA
68
United Capital Financial Advisors
Texas
$1.43M 65,373 +31,254 +92%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.38M 62,908 +38,448 +157%
AAIM
70
Asset Advisors Investment Management
Georgia
$1.37M 62,555 +62,555 New
ABC
71
Associated Banc-Corp
Wisconsin
$1.3M 59,128 +2,724 +5%
FFG
72
Foundry Financial Group
New Hampshire
$1.26M 57,528 +5,226 +10%
LIM
73
Leavell Investment Management
Alabama
$1.25M 57,046 +18,028 +46%
S
74
SignatureFD
Georgia
$1.12M 51,269 +51,269 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.12M 51,163 +32,097 +168%
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