IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

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.

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.67%
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
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$16.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$22.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
FTUS
3
Flow Traders U.S.
New York
$372K
4
LPL Financial
4
LPL Financial
California
$3.8M
5
AF
5
Allworth Financial
California
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
76
Mendota Financial Group
Wisconsin
$404K 18,400 +6,574 +56%
VA
77
Valmark Advisers
Ohio
$399K 18,199 +18,199 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$387K 17,622 +17,622 New
FTUS
79
Flow Traders U.S.
New York
$372K 16,959 -72,898 -81%
DSC
80
Duncker Streett & Co
Missouri
$358K 16,343 – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$354K 16,150 -3,088 -16%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$319K 14,559 -35,756 -71%
SWMG
83
Signature Wealth Management Group
Georgia
$287K 13,295 +13,295 New
AWM
84
Apollon Wealth Management
South Carolina
$284K 12,932 +82 +0.6%
KAS
85
KPP Advisory Services
Kentucky
$281K 12,800 +12,800 New
AGP
86
Autumn Glory Partners
Texas
$280K 12,753 – –
SFC
87
Strategic Financial Concepts
Texas
$271K 12,350 +12,350 New
PS
88
Principal Securities
Iowa
$268K 12,209 +915 +8%
CIAS
89
CFS Investment Advisory Services
New Jersey
$256K 11,664 -3,504 -23%
Lido Advisors
90
Lido Advisors
California
$252K 11,486 – –
HFA
91
Highland Financial Advisors
New Jersey
$251K 11,430 – –
UCFA
92
United Capital Financial Advisors
Texas
$243K 11,081 +11,081 New
YWM
93
Yoder Wealth Management
California
$237K 10,820 -1,600 -13%
TWM
94
Trinity Wealth Management
Pennsylvania
$232K 10,574 +10,574 New
HighTower Advisors
95
HighTower Advisors
Illinois
$230K 10,479 +208 +2%
WT
96
Washington Trust
Rhode Island
$222K 10,140 +10,140 New
BWM
97
BCS Wealth Management
Tennessee
$216K 9,827 – –
BC
98
Barrett & Company
Rhode Island
$159K 7,250 +5,400 +292%
UCB
99
United Community Bank
South Carolina
$143K 6,530 +6,530 New
EW
100
Element Wealth
Mississippi
$140K 6,384 +6,384 New
1 2 3
4
5