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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

142 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
77
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$23.1M
2
NA
2
NewEdge Advisors
Louisiana
$23.2M
3
BEI
3
Benjamin Edwards Inc
Missouri
$18.2M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$43.7M
5
MIM
5
Moseley Investment Management
Florida
$8.21M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.27M
2
SFC
2
Strategic Financial Concepts
Texas
$278K
3
Truist Financial
3
Truist Financial
North Carolina
$3.31M
4
FTUS
4
Flow Traders U.S.
New York
$783K
5
PA
5
Pineridge Advisors
Missouri
$7.39M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
CFS Investment Advisory Services
New Jersey
$289K 12,822 +1,170 +10%
KAS
102
KPP Advisory Services
Kentucky
$288K 12,800 – –
AGP
103
Autumn Glory Partners
Texas
$287K 12,753 – –
SFC
104
Strategic Financial Concepts
Texas
$278K 12,350 -260,647 -95%
PCA
105
Prosperity Capital Advisors
Ohio
$274K 12,164 +1,527 +14%
JCM
106
Jacobi Capital Management
Pennsylvania
$270K 12,012 +12,012 New
HBT
107
Heartland Bank & Trust
Illinois
$269K 11,964 +11,964 New
Bank of New York Mellon
108
Bank of New York Mellon
New York
$266K 11,800 +11,800 New
4WM
109
4J Wealth Management
Virginia
$259K 11,515 +1,405 +14%
HFA
110
Highland Financial Advisors
New Jersey
$257K 11,430 – –
TWM
111
Trinity Wealth Management
Pennsylvania
$249K 11,077 – –
YWM
112
Yoder Wealth Management
California
$247K 10,970 – –
PB
113
Pinnacle Bancorp
Nebraska
$225K 10,000 +10,000 New
BWM
114
BCS Wealth Management
Tennessee
$221K 9,827 – –
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$218K 9,697 +2,746 +40%
BC
116
Barrett & Company
Rhode Island
$217K 9,656 +2,406 +33%
CIA
117
Capital Investment Advisors
Georgia
$211K 9,369 – –
JBA
118
Johnson Bixby & Associates
Washington
$207K 9,192 +9,192 New
WT
119
Washington Trust
Rhode Island
$171K 7,600 -2,540 -25%
EW
120
Element Wealth
Mississippi
$155K 6,894 +510 +8%
UCB
121
United Community Bank
South Carolina
$152K 6,765 – –
PTC
122
Private Trust Company
Ohio
$127K 5,654 – –
SWC
123
Spectrum Wealth Counsel
Indiana
$118K 5,247 – –
BWL
124
Bogart Wealth LLC
Virginia
$75.4K 3,351 +2 +0.1%
FPB
125
First PREMIER Bank
South Dakota
$67K 2,997 – –
3 4
5
6 7