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iShares iBonds Dec 2028 Term Treasury ETF

128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
73
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWM
101
BCS Wealth Management
Tennessee
$215K 9,827
CIA
102
Capital Investment Advisors
Georgia
$205K 9,369 +9,369 New
BC
103
Barrett & Company
Rhode Island
$158K 7,250
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$151K 6,951 +6,951 New
UCB
105
United Community Bank
South Carolina
$148K 6,765 +235 +4%
EW
106
Element Wealth
Mississippi
$139K 6,384
PTC
107
Private Trust Company
Ohio
$123K 5,654
SWC
108
Spectrum Wealth Counsel
Indiana
$115K 5,247 +2,197 +72%
GI
109
Gradient Investments
Minnesota
$84.7K 3,878 -241 -6%
BWL
110
Bogart Wealth LLC
Virginia
$73.1K 3,349 +3 +0.1%
FPB
111
First PREMIER Bank
South Dakota
$65K 2,997
HPC
112
HM Payson & Co
Maine
$49.3K 2,259
CAL
113
Capital Analysts LLC
Pennsylvania
$45K 2,080
CTWM
114
Cherry Tree Wealth Management
Minnesota
$40.5K 1,857 +1,400 +306%
RF
115
Robbins Farley
New Hampshire
$39.8K 1,824
FCA
116
FinTrust Capital Advisors
South Carolina
$35.6K 1,631
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$35.4K 1,616 +16 +1%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.7K 1,450 +1,450 New
William Blair & Company
119
William Blair & Company
Illinois
$26.4K 1,210 +1,210 New
CB
120
Community Bank
New York
$18.4K 845 -470 -36%
Comerica Bank
121
Comerica Bank
Texas
$17.1K 782 +782 New
SFC
122
Strategic Financial Concepts
Texas
$12.4K 272,997 +260,647 +2,111%
US Bancorp
123
US Bancorp
Minnesota
$10.9K 500
JFG
124
JDM Financial Group
Texas
$9.96K 456 -20,550 -98%
LWA
125
Lowe Wealth Advisors
Maryland
$2.23K 102 +102 New