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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.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $352M → $394M (+$42.7M)

11% more funds holding

Funds holding: 115128 (+13)

1.32% more ownership

Funds ownership: 77.3%78.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.85%
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 Holding Trade Value Shares
Change
Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$439K +$436K +20,100 New
KF
77
Krilogy Financial
Missouri
$438K -$201K -9,243 -32%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$432K +$114K +5,230 +36%
Cerity Partners
79
Cerity Partners
New York
$418K
MFG
80
Mendota Financial Group
Wisconsin
$406K +$4.04K +186 +1%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$401K +$399K +18,372 New
DSC
82
Duncker Streett & Co
Missouri
$391K +$33.7K +1,555 +10%
AC
83
Apella Capital
Connecticut
$345K +$342K +15,767 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$339K -$13.5K -622 -4%
NA
85
Nottingham Advisors
New York
$337K -$325K -14,985 -49%
SWMG
86
Signature Wealth Management Group
Georgia
$310K +$19.3K +889 +7%
AWM
87
Apollon Wealth Management
South Carolina
$285K +$2.87K +132 +1%
KAS
88
KPP Advisory Services
Kentucky
$279K
AGP
89
Autumn Glory Partners
Texas
$278K
PS
90
Principal Securities
Iowa
$267K
CIAS
91
CFS Investment Advisory Services
New Jersey
$254K -$260 -12 -0.1%
Lido Advisors
92
Lido Advisors
California
$251K
HFA
93
Highland Financial Advisors
New Jersey
$250K
TWM
94
Trinity Wealth Management
Pennsylvania
$242K +$10.9K +503 +5%
HighTower Advisors
95
HighTower Advisors
Illinois
$240K +$10.4K +477 +5%
YWM
96
Yoder Wealth Management
California
$239K +$3.25K +150 +1%
PCA
97
Prosperity Capital Advisors
Ohio
$232K +$231K +10,637 New
PP
98
Prosperity Planning
Missouri
$225K +$223K +10,288 New
WT
99
Washington Trust
Rhode Island
$221K
4WM
100
4J Wealth Management
Virginia
$221K +$219K +10,110 New