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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.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $352M → $394M (+$42.7M)

11% more funds holding

Funds holding: 115128 (+13)

1.32% more ownership

Funds ownership: 77.3%78.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.85%
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 Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BCS Wealth Management
Tennessee
$215K
CIA
102
Capital Investment Advisors
Georgia
$205K +$203K +9,369 New
BC
103
Barrett & Company
Rhode Island
$158K
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$151K +$151K +6,951 New
UCB
105
United Community Bank
South Carolina
$148K +$5.1K +235 +4%
EW
106
Element Wealth
Mississippi
$139K
PTC
107
Private Trust Company
Ohio
$123K
SWC
108
Spectrum Wealth Counsel
Indiana
$115K +$47.7K +2,197 +72%
GI
109
Gradient Investments
Minnesota
$84.7K -$5.23K -241 -6%
BWL
110
Bogart Wealth LLC
Virginia
$73.1K +$65 +3 +0.1%
FPB
111
First PREMIER Bank
South Dakota
$65K
HPC
112
HM Payson & Co
Maine
$49.3K
CAL
113
Capital Analysts LLC
Pennsylvania
$45K
CTWM
114
Cherry Tree Wealth Management
Minnesota
$40.5K +$30.4K +1,400 +306%
RF
115
Robbins Farley
New Hampshire
$39.8K
FCA
116
FinTrust Capital Advisors
South Carolina
$35.6K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$35.4K +$347 +16 +1%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.7K +$31.5K +1,450 New
William Blair & Company
119
William Blair & Company
Illinois
$26.4K +$26.3K +1,210 New
CB
120
Community Bank
New York
$18.4K -$10.2K -470 -36%
Comerica Bank
121
Comerica Bank
Texas
$17.1K +$17K +782 New
SFC
122
Strategic Financial Concepts
Texas
$12.3K +$5.66M +260,647 +2,111%
US Bancorp
123
US Bancorp
Minnesota
$10.9K
JFG
124
JDM Financial Group
Texas
$9.96K -$446K -20,550 -98%
LWA
125
Lowe Wealth Advisors
Maryland
$2.23K +$2.21K +102 New