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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
Bank of America
2
Bank of America
North Carolina
$38.5M
3
NA
3
NewEdge Advisors
Louisiana
$34.4M
4
EP
4
Essential Planning
New Hampshire
$11M
5
Wells Fargo
5
Wells Fargo
California
$43.5M

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 %
PTC
126
Private Trust Company
Ohio
$220K 10,039 +4,385 +78%
SF
127
Safeguard Financial
Wisconsin
$217K 9,892 +9,892 New
BWM
128
BCS Wealth Management
Tennessee
$215K 9,827 – –
BFG
129
Berger Financial Group
Minnesota
$210K 9,601 +9,601 New
EW
130
Element Wealth
Mississippi
$206K 9,395 +2,501 +36%
WT
131
Washington Trust
Rhode Island
$166K 7,600 – –
KIM
132
Kestra Investment Management
Texas
$155K 7,063 +7,063 New
PWA
133
Physician Wealth Advisors
Utah
$136K 6,230 +6,230 New
ADL
134
Asset Dedication LLC
California
$135K 6,154 -83,594 -93%
SWC
135
Spectrum Wealth Counsel
Indiana
$114K 5,195 -52 -1%
MA
136
Montag & Associates
Georgia
$98.7K 4,504 +4,504 New
Comerica Bank
137
Comerica Bank
Texas
$97.5K 4,451 +3,669 +469%
BWL
138
Bogart Wealth LLC
Virginia
$73.5K 3,354 +3 +0.1%
SFG
139
Stonebridge Financial Group
Pennsylvania
$71.3K 3,255 +3,255 New
WMS
140
Wealth Management Strategies
Pennsylvania
$69.6K 317,678 +317,678 New
FPB
141
First PREMIER Bank
South Dakota
$68K 3,091 +94 +3%
US Bancorp
142
US Bancorp
Minnesota
$66.8K 3,050 +300 +11%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$60.1K 2,746 +2,746 New
CTWM
144
Cherry Tree Wealth Management
Minnesota
$51.1K 2,331 +14 +0.6%
HPC
145
HM Payson & Co
Maine
$49.5K 2,259 – –
AWM
146
AllSquare Wealth Management
New York
$49.4K 2,255 +925 +70%
KBFS
147
Kohmann Bosshard Financial Services
Ohio
$47.1K 2,150 +2,150 New
CAL
148
Capital Analysts LLC
Pennsylvania
$46K 2,080 – –
BOJHT
149
Bank of Jackson Hole Trust
Wyoming
$41.9K 1,913 +1,913 New
PA
150
PSI Advisors
Florida
$41.6K 1,900 +1,900 New
4 5
6
7 8