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iShares iBonds Dec 2028 Term Treasury ETF

115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 20

26% more funds holding

Funds holding: 91115 (+24)

25% more capital invested

Capital invested by funds: $280M → $352M (+$71.3M)

5.32% less ownership

Funds ownership: 82.62%77.3% (-5.3%)

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
28
Increased
58
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Mendota Financial Group
Wisconsin
$404K +$145K +6,574 +56%
VA
77
Valmark Advisers
Ohio
$399K +$401K +18,199 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$387K +$388K +17,622 New
FTUS
79
Flow Traders U.S.
New York
$372K -$1.6M -72,898 -81%
DSC
80
Duncker Streett & Co
Missouri
$358K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$354K -$68K -3,088 -16%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$319K -$787K -35,756 -71%
SWMG
83
Signature Wealth Management Group
Georgia
$287K +$293K +13,295 New
AWM
84
Apollon Wealth Management
South Carolina
$284K +$1.8K +82 +0.6%
KAS
85
KPP Advisory Services
Kentucky
$281K +$282K +12,800 New
AGP
86
Autumn Glory Partners
Texas
$280K
SFC
87
Strategic Financial Concepts
Texas
$271K +$272K +12,350 New
PS
88
Principal Securities
Iowa
$268K +$20.1K +915 +8%
CIAS
89
CFS Investment Advisory Services
New Jersey
$256K -$77.1K -3,504 -23%
Lido Advisors
90
Lido Advisors
California
$252K
HFA
91
Highland Financial Advisors
New Jersey
$251K
UCFA
92
United Capital Financial Advisors
Texas
$243K +$244K +11,081 New
YWM
93
Yoder Wealth Management
California
$237K -$35.2K -1,600 -13%
TWM
94
Trinity Wealth Management
Pennsylvania
$232K +$233K +10,574 New
HighTower Advisors
95
HighTower Advisors
Illinois
$230K +$4.58K +208 +2%
WT
96
Washington Trust
Rhode Island
$222K +$223K +10,140 New
BWM
97
BCS Wealth Management
Tennessee
$216K
BC
98
Barrett & Company
Rhode Island
$159K +$119K +5,400 +292%
UCB
99
United Community Bank
South Carolina
$143K +$144K +6,530 New
EW
100
Element Wealth
Mississippi
$140K +$141K +6,384 New