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iShares iBonds Dec 2028 Term Treasury ETF

165 hedge funds and large institutions have $703M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
94
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$906K 41,372 +4,125 +11%
CIA
77
Capital Investment Advisors
Georgia
$885K 40,419 +31,050 +331%
SB
78
Strategic Blueprint
Georgia
$882K 40,252 +745 +2%
BlackRock
79
BlackRock
New York
$862K 39,336 +39,336 New
HCM
80
Howland Capital Management
Massachusetts
$831K 37,949 +37,949 New
CSP
81
Cary Street Partners
Virginia
$829K 37,869 +37,869 New
GHA
82
Granite Harbor Advisors
Texas
$822K 37,547 +11,203 +43%
CPRC
83
Consolidated Portfolio Review Corp
New York
$817K 37,302 +37,302 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$808K 36,883 +2,434 +7%
APW
85
Austin Private Wealth
Texas
$788K 35,958 +1,135 +3%
KAS
86
Kestra Advisory Services
Texas
$713K 32,530 -1,957 -6%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$694K 31,672 +2,696 +9%
CIA
88
Compass Ion Advisors
Pennsylvania
$624K 28,472
DSC
89
Duncker Streett & Co
Missouri
$588K 26,855 +8,957 +50%
GSAM
90
Grant Street Asset Management
Pennsylvania
$508K 23,179 +295 +1%
BSTWA
91
Blake Schutter Theil Wealth Advisors
Ohio
$480K 21,914 +21,914 New
HC
92
Hara Capital
Washington
$470K 21,450 +2,247 +12%
SPWM
93
Straight Path Wealth Management
Michigan
$465K 21,228 +21,228 New
Cerity Partners
94
Cerity Partners
New York
$461K 21,057 +1,914 +10%
EW
95
Evexia Wealth
Wisconsin
$414K 18,905 +18,905 New
MPPLM
96
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$407K 18,582 +18,582 New
Creative Planning
97
Creative Planning
Kansas
$401K 18,316 +18,316 New
MCM
98
MAI Capital Management
Ohio
$400K 18,242 +18,242 New
IAA
99
Independent Advisor Alliance
North Carolina
$395K 18,034 +18,034 New
SWMG
100
Signature Wealth Management Group
Georgia
$394K 17,972 +3,622 +25%