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iShares iBonds Dec 2028 Term Treasury ETF

91 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

127% more capital invested

Capital invested by funds: $123M → $280M (+$157M)

72% more funds holding

Funds holding: 5391 (+38)

4.6% more ownership

Funds ownership: 78.01%82.62% (+4.6%)

Holders
91
Holders Change
+38
Holders Change %
+71.7%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
32
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$229K +$223K +10,271 New
CAN
77
Cetera Advisor Networks
California
$227K +$222K +10,223 New
OMC
78
Old Mission Capital
Illinois
$224K +$218K +10,069 New
BWM
79
BCS Wealth Management
Tennessee
$218K +$213K +9,827 New
PTC
80
Private Trust Company
Ohio
$126K +$123K +5,654 New
BWL
81
Bogart Wealth LLC
Virginia
$76K +$74.2K +3,420 New
GI
82
Gradient Investments
Minnesota
$71.1K +$69.4K +3,200 New
SWC
83
Spectrum Wealth Counsel
Indiana
$67.4K +$65.8K +3,032 New
FPB
84
First PREMIER Bank
South Dakota
$64K
CB
85
Community Bank
New York
$61.7K -$316K -14,559 -84%
CAL
86
Capital Analysts LLC
Pennsylvania
$46K
BC
87
Barrett & Company
Rhode Island
$41.1K
FCA
88
FinTrust Capital Advisors
South Carolina
$36.2K
ASN
89
Advisory Services Network
Georgia
$13.4K +$13.1K +603 New
US Bancorp
90
US Bancorp
Minnesota
$11.1K
BFEC
91
Benjamin F. Edwards & Company
Missouri
$2K +$2.43K +112 New
Jane Street
92
Jane Street
New York
-$1.74M -80,659 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$587K -27,260 Closed
KAS
94
KPP Advisory Services
Kentucky
-$211K -9,800 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
-$151K -6,963 Closed
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$10.8K -500 Closed
Creative Planning
97
Creative Planning
Kansas
-$4.79K -222 Closed