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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

142 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
77
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$23.1M
2
NA
2
NewEdge Advisors
Louisiana
$23.2M
3
BEI
3
Benjamin Edwards Inc
Missouri
$18.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.7M
5
MIM
5
Moseley Investment Management
Florida
$8.21M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.27M
2
SFC
2
Strategic Financial Concepts
Texas
$278K
3
Truist Financial
3
Truist Financial
North Carolina
$3.31M
4
FTUS
4
Flow Traders U.S.
New York
$783K
5
PA
5
Pineridge Advisors
Missouri
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
LWL
76
Leo Wealth LLC
Texas
$717K 31,867 +3,886 +14%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$652K 28,976 +9,187 +46%
VA
78
Valmark Advisers
Ohio
$642K 28,542 +7,175 +34%
CIA
79
Compass Ion Advisors
Pennsylvania
$641K 28,472 – –
KF
80
Krilogy Financial
Missouri
$611K 27,145 +7,061 +35%
GHA
81
Granite Harbor Advisors
Texas
$593K 26,344 +1,484 +6%
MFG
82
Mendota Financial Group
Wisconsin
$559K 24,828 +6,242 +34%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$550K 24,460 -514 -2%
GSAM
84
Grant Street Asset Management
Pennsylvania
$515K 22,884 +220 +1%
Goldman Sachs
85
Goldman Sachs
New York
$446K 19,823 +19,823 New
HC
86
Hara Capital
Washington
$432K 19,203 -6,804 -26%
Cerity Partners
87
Cerity Partners
New York
$431K 19,143 – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$429K 19,066 -6,845 -26%
DSC
89
Duncker Streett & Co
Missouri
$403K 17,898 – –
AWM
90
Apollon Wealth Management
South Carolina
$361K 16,019 +2,955 +23%
AC
91
Apella Capital
Connecticut
$356K 15,868 +101 +0.6%
AI
92
Atria Investments
North Carolina
$347K 15,414 +15,414 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$330K 14,673 -855 -6%
Lido Advisors
94
Lido Advisors
California
$324K 14,386 +2,900 +25%
SWMG
95
Signature Wealth Management Group
Georgia
$323K 14,350 +166 +1%
MML Investors Services
96
MML Investors Services
Massachusetts
$316K 14,028 +14,028 New
PP
97
Prosperity Planning
Missouri
– – -10,288 Closed
PS
98
Principal Securities
Iowa
$300K 13,322 +1,113 +9%
CSPAM
99
Cary Street Partners Asset Management
Virginia
$294K 13,055 +13,055 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$293K 13,008 +13,008 New
2 3
4
5 6