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iShares iBonds Dec 2028 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 20

26% more funds holding

Funds holding: 91115 (+24)

25% more capital invested

Capital invested by funds: $280M → $352M (+$71.3M)

5.32% less ownership

Funds ownership: 82.62%77.3% (-5.3%)

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$124K
GI
102
Gradient Investments
Minnesota
$90.3K +$20.2K +919 +29%
BWL
103
Bogart Wealth LLC
Virginia
$73.4K -$1.63K -74 -2%
SWC
104
Spectrum Wealth Counsel
Indiana
$66.9K +$396 +18 +0.6%
FPB
105
First PREMIER Bank
South Dakota
$66K +$2.13K +97 +3%
HPC
106
HM Payson & Co
Maine
$49.6K +$49.7K +2,259 New
CAL
107
Capital Analysts LLC
Pennsylvania
$46K
RF
108
Robbins Farley
New Hampshire
$40K +$40.1K +1,824 New
FCA
109
FinTrust Capital Advisors
South Carolina
$35.8K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$35.2K +$35.2K +1,600 New
CB
111
Community Bank
New York
$28.8K -$32.2K -1,461 -53%
US Bancorp
112
US Bancorp
Minnesota
$11K
CTWM
113
Cherry Tree Wealth Management
Minnesota
$10K +$10.1K +457 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$1.38K +$1.39K +63 New
WWP
115
WR Wealth Planners
Missouri
$329 +$330 +15 New
AWM
116
AE Wealth Management
Kansas
-$10.5M -474,367 Closed
OMC
117
Old Mission Capital
Illinois
-$224K -10,069 Closed
ASN
118
Advisory Services Network
Georgia
-$13.4K -603 Closed
BFEC
119
Benjamin F. Edwards & Company
Missouri
-$2K -112 Closed