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iShares iBonds Dec 2028 Term Treasury ETF
IBTI
IBTI
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: 115 → 128 (+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: 4 → 4 (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
–
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$34.7M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
+$9.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.37M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$5.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
Top Sellers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$20.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 3 |
Goldman Sachs
New York
|
-$1.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$989K |
| 5 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$868K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
126
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | +$1.71K | +79 | New |
|
127
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.38K | – | – | – |
|
128
Fidelity Investments
Boston,
Massachusetts
| $22 | +$22 | +1 | New |
|
|
129
Citadel Advisors
Miami,
Florida
| – | -$1.37M | -62,456 | Closed |
|
|
130
Goldman Sachs
New York
| – | -$1.36M | -61,788 | Closed |
|
|
131
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$989K | -45,088 | Closed |
|
|
LNC
132
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$576K | -26,247 | Closed |
|
|
WWP
133
WR Wealth Planners
Columbia,
Missouri
| – | -$329 | -15 | Closed |
|