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iShares iBonds Dec 2028 Term Treasury ETF

166 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.

New
Increased
Maintained
Reduced
Closed

422% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 18

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

30% more capital invested

Capital invested by funds: $542M → $703M (+$161M)

16% more funds holding

Funds holding: 143166 (+23)

6.7% more ownership

Funds ownership: 77.05%83.75% (+6.7%)

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
2.19%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
101
Heartland Bank & Trust
Illinois
$391K +$129K +5,871 +49%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$382K +$60.3K +2,734 +19%
KOC
103
Koss-Olinger Consulting
Florida
$381K +$384K +17,400 New
AC
104
Apella Capital
Connecticut
$352K +$4.5K +204 +1%
JCM
105
Jacobi Capital Management
Pennsylvania
$352K +$89.1K +4,040 +34%
TWM
106
Trinity Wealth Management
Pennsylvania
$330K +$88.2K +4,001 +36%
BC
107
Barrett & Company
Rhode Island
$326K +$115K +5,209 +54%
MML Investors Services
108
MML Investors Services
Massachusetts
$312K +$4.39K +199 +1%
PB
109
Pinnacle Bancorp
Nebraska
$309K +$91K +4,127 +41%
KAS
110
KPP Advisory Services
Kentucky
$302K +$22K +1,000 +8%
MBT
111
Montecito Bank & Trust
California
$302K +$304K +13,794 New
PS
112
Principal Securities
Iowa
$294K +$2.01K +91 +0.7%
PP
113
Prosperity Planning
Missouri
$293K
FW
114
FullCircle Wealth
Texas
$292K +$294K +13,319 New
CBT
115
Crews Bank & Trust
Florida
$289K +$291K +13,205 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$287K +$29K +1,317 +11%
CIAS
117
CFS Investment Advisory Services
New Jersey
$285K +$4.52K +205 +2%
AGP
118
Autumn Glory Partners
Texas
$282K +$2.98K +135 +1%
SFC
119
Strategic Financial Concepts
Texas
$271K
PCA
120
Prosperity Capital Advisors
Ohio
$264K -$2.95K -134 -1%
HFA
121
Highland Financial Advisors
New Jersey
$250K
CFGA
122
Cambridge Financial Group (Arizona)
Arizona
$242K
YWM
123
Yoder Wealth Management
California
$240K
LIA
124
LBMC Investment Advisors
Tennessee
$231K +$232K +10,524 New
MFG
125
Mendota Financial Group
Wisconsin
$230K -$316K -14,344 -58%