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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

165 hedge funds and large institutions have $703M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
94
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M
3
Bank of America
3
Bank of America
North Carolina
$38.5M
4
NA
4
NewEdge Advisors
Louisiana
$34.4M
5
EP
5
Essential Planning
New Hampshire
$11M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$16.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.94M
3
BEI
3
Benjamin Edwards Inc
Missouri
$13M
4
ADL
4
Asset Dedication LLC
California
$135K
5
CIM
5
Confluence Investment Management
Missouri
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
101
Heartland Bank & Trust
Illinois
$391K 17,835 +5,871 +49%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$382K 17,407 +2,734 +19%
KOC
103
Koss-Olinger Consulting
Florida
$381K 17,400 +17,400 New
AC
104
Apella Capital
Connecticut
$352K 16,072 +204 +1%
JCM
105
Jacobi Capital Management
Pennsylvania
$352K 16,052 +4,040 +34%
TWM
106
Trinity Wealth Management
Pennsylvania
$330K 15,078 +4,001 +36%
BC
107
Barrett & Company
Rhode Island
$326K 14,865 +5,209 +54%
MML Investors Services
108
MML Investors Services
Massachusetts
$312K 14,227 +199 +1%
PB
109
Pinnacle Bancorp
Nebraska
$309K 14,127 +4,127 +41%
KAS
110
KPP Advisory Services
Kentucky
$302K 13,800 +1,000 +8%
MBT
111
Montecito Bank & Trust
California
$302K 13,794 +13,794 New
PS
112
Principal Securities
Iowa
$294K 13,413 +91 +0.7%
PP
113
Prosperity Planning
Missouri
– – – –
FW
114
FullCircle Wealth
Texas
$292K 13,319 +13,319 New
CBT
115
Crews Bank & Trust
Florida
$289K 13,205 +13,205 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$287K 13,117 +1,317 +11%
CIAS
117
CFS Investment Advisory Services
New Jersey
$285K 13,027 +205 +2%
AGP
118
Autumn Glory Partners
Texas
$282K 12,888 +135 +1%
SFC
119
Strategic Financial Concepts
Texas
$271K 12,350 – –
PCA
120
Prosperity Capital Advisors
Ohio
$264K 12,030 -134 -1%
HFA
121
Highland Financial Advisors
New Jersey
$250K 11,430 – –
YWM
122
Yoder Wealth Management
California
$240K 10,970 – –
LIA
123
LBMC Investment Advisors
Tennessee
$231K 10,524 +10,524 New
MFG
124
Mendota Financial Group
Wisconsin
$230K 10,484 -14,344 -58%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$223K 10,195 +498 +5%
3 4
5
6 7