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iShares iBonds Dec 2028 Term Treasury ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$61.9K 2,750 +2,250 +450%
PA
127
Parallel Advisors
California
$61.5K 2,731 +2,731 New
CTWM
128
Cherry Tree Wealth Management
Minnesota
$52.1K 2,317 +460 +25%
HPC
129
HM Payson & Co
Maine
$50.8K 2,259
FFA
130
Farther Finance Advisors
California
$50K 2,220 -30,183 -93%
CAL
131
Capital Analysts LLC
Pennsylvania
$47K 2,080
RF
132
Robbins Farley
New Hampshire
$41.1K 1,824
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$36.8K 1,632 +16 +1%
FCA
134
FinTrust Capital Advisors
South Carolina
$36.7K 1,631
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.6K 1,450
AWM
136
AllSquare Wealth Management
New York
$29.9K 1,330 +1,330 New
William Blair & Company
137
William Blair & Company
Illinois
$27.2K 1,210
EB
138
Eastern Bank
Massachusetts
$21.4K 953 +953 New
Comerica Bank
139
Comerica Bank
Texas
$17.6K 782
LCM
140
Logan Capital Management
Pennsylvania
CFD
141
Creative Financial Designs
Indiana
$4.25K 189 +189 New
LWA
142
Lowe Wealth Advisors
Maryland
$2.3K 102
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$1.42K 63
CAM
144
Costello Asset Management
Pennsylvania
$450 20 +20 New
Jane Street
145
Jane Street
New York
-43,175 Closed
NA
146
Nottingham Advisors
New York
-15,458 Closed
GI
147
Gradient Investments
Minnesota
-3,878 Closed
CB
148
Community Bank
New York
-845 Closed
JFG
149
JDM Financial Group
Texas
-456 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
-1 Closed