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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
28
Increased
58
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$16.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$22.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
FTUS
3
Flow Traders U.S.
New York
$372K
4
LPL Financial
4
LPL Financial
California
$3.8M
5
AF
5
Allworth Financial
California
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
101
Private Trust Company
Ohio
$124K 5,654 – –
GI
102
Gradient Investments
Minnesota
$90.3K 4,119 +919 +29%
BWL
103
Bogart Wealth LLC
Virginia
$73.4K 3,346 -74 -2%
SWC
104
Spectrum Wealth Counsel
Indiana
$66.9K 3,050 +18 +0.6%
FPB
105
First PREMIER Bank
South Dakota
$66K 2,997 +97 +3%
HPC
106
HM Payson & Co
Maine
$49.6K 2,259 +2,259 New
CAL
107
Capital Analysts LLC
Pennsylvania
$46K 2,080 – –
RF
108
Robbins Farley
New Hampshire
$40K 1,824 +1,824 New
FCA
109
FinTrust Capital Advisors
South Carolina
$35.8K 1,631 – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$35.2K 1,600 +1,600 New
CB
111
Community Bank
New York
$28.8K 1,315 -1,461 -53%
US Bancorp
112
US Bancorp
Minnesota
$11K 500 – –
CTWM
113
Cherry Tree Wealth Management
Minnesota
$10K 457 +457 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.38K 63 +63 New
WWP
115
WR Wealth Planners
Missouri
$329 15 +15 New
AWM
116
AE Wealth Management
Kansas
– – -474,367 Closed
OMC
117
Old Mission Capital
Illinois
– – -10,069 Closed
ASN
118
Advisory Services Network
Georgia
– – -603 Closed
BFEC
119
Benjamin F. Edwards & Company
Missouri
– – -112 Closed
CFGS
120
Concourse Financial Group Securities
Alabama
– – – –
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