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iShares iBonds Dec 2028 Term Treasury ETF

128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
73
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIM
76
Leavell Investment Management
Alabama
$439K 20,100 +20,100 New
KF
77
Krilogy Financial
Missouri
$438K 20,084 -9,243 -32%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$432K 19,789 +5,230 +36%
Cerity Partners
79
Cerity Partners
New York
$418K 19,143
MFG
80
Mendota Financial Group
Wisconsin
$406K 18,586 +186 +1%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$401K 18,372 +18,372 New
DSC
82
Duncker Streett & Co
Missouri
$391K 17,898 +1,555 +10%
AC
83
Apella Capital
Connecticut
$345K 15,767 +15,767 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$339K 15,528 -622 -4%
NA
85
Nottingham Advisors
New York
$337K 15,458 -14,985 -49%
SWMG
86
Signature Wealth Management Group
Georgia
$310K 14,184 +889 +7%
AWM
87
Apollon Wealth Management
South Carolina
$285K 13,064 +132 +1%
KAS
88
KPP Advisory Services
Kentucky
$279K 12,800
AGP
89
Autumn Glory Partners
Texas
$278K 12,753
PS
90
Principal Securities
Iowa
$267K 12,209
CIAS
91
CFS Investment Advisory Services
New Jersey
$254K 11,652 -12 -0.1%
Lido Advisors
92
Lido Advisors
California
$251K 11,486
HFA
93
Highland Financial Advisors
New Jersey
$250K 11,430
TWM
94
Trinity Wealth Management
Pennsylvania
$242K 11,077 +503 +5%
HighTower Advisors
95
HighTower Advisors
Illinois
$240K 10,956 +477 +5%
YWM
96
Yoder Wealth Management
California
$239K 10,970 +150 +1%
PCA
97
Prosperity Capital Advisors
Ohio
$232K 10,637 +10,637 New
PP
98
Prosperity Planning
Missouri
$225K 10,288 +10,288 New
WT
99
Washington Trust
Rhode Island
$221K 10,140
4WM
100
4J Wealth Management
Virginia
$221K 10,110 +10,110 New