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iShares iBonds Dec 2028 Term Treasury ETF

166 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.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 18

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more capital invested

Capital invested by funds: $542M → $703M (+$161M)

16% more funds holding

Funds holding: 143166 (+23)

6.7% more ownership

Funds ownership: 77.05%83.75% (+6.7%)

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.19%
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 Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$906K +$90.9K +4,125 +11%
CIA
77
Capital Investment Advisors
Georgia
$885K +$685K +31,050 +331%
SB
78
Strategic Blueprint
Georgia
$882K +$16.4K +745 +2%
BlackRock
79
BlackRock
New York
$862K +$867K +39,336 New
HCM
80
Howland Capital Management
Massachusetts
$831K +$837K +37,949 New
CSP
81
Cary Street Partners
Virginia
$829K +$835K +37,869 New
GHA
82
Granite Harbor Advisors
Texas
$822K +$247K +11,203 +43%
CPRC
83
Consolidated Portfolio Review Corp
New York
$817K +$822K +37,302 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$808K +$53.7K +2,434 +7%
APW
85
Austin Private Wealth
Texas
$788K +$25K +1,135 +3%
KAS
86
Kestra Advisory Services
Texas
$713K -$43.1K -1,957 -6%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$694K +$59.4K +2,696 +9%
CIA
88
Compass Ion Advisors
Pennsylvania
$624K
DSC
89
Duncker Streett & Co
Missouri
$588K +$197K +8,957 +50%
GSAM
90
Grant Street Asset Management
Pennsylvania
$508K +$6.5K +295 +1%
BSTWA
91
Blake Schutter Theil Wealth Advisors
Ohio
$480K +$483K +21,914 New
HC
92
Hara Capital
Washington
$470K +$49.5K +2,247 +12%
SPWM
93
Straight Path Wealth Management
Michigan
$465K +$468K +21,228 New
Cerity Partners
94
Cerity Partners
New York
$461K +$42.2K +1,914 +10%
EW
95
Evexia Wealth
Wisconsin
$414K +$417K +18,905 New
MPPLM
96
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$407K +$410K +18,582 New
Creative Planning
97
Creative Planning
Kansas
$401K +$404K +18,316 New
MCM
98
MAI Capital Management
Ohio
$400K +$402K +18,242 New
IAA
99
Independent Advisor Alliance
North Carolina
$395K +$398K +18,034 New
SWMG
100
Signature Wealth Management Group
Georgia
$394K +$79.9K +3,622 +25%