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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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$223K +$11K +498 +5%
PTC
127
Private Trust Company
Ohio
$220K +$96.7K +4,385 +78%
SF
128
Safeguard Financial
Wisconsin
$217K +$218K +9,892 New
BWM
129
BCS Wealth Management
Tennessee
$215K
BFG
130
Berger Financial Group
Minnesota
$210K +$212K +9,601 New
EW
131
Element Wealth
Mississippi
$206K +$55.1K +2,501 +36%
WT
132
Washington Trust
Rhode Island
$166K
KIM
133
Kestra Investment Management
Texas
$155K +$156K +7,063 New
PWA
134
Physician Wealth Advisors
Utah
$136K +$137K +6,230 New
ADL
135
Asset Dedication LLC
California
$135K -$1.84M -83,594 -93%
SWC
136
Spectrum Wealth Counsel
Indiana
$114K -$1.15K -52 -1%
MA
137
Montag & Associates
Georgia
$98.7K +$99.3K +4,504 New
Comerica Bank
138
Comerica Bank
Texas
$97.5K +$80.9K +3,669 +469%
BWL
139
Bogart Wealth LLC
Virginia
$73.5K +$66 +3 +0.1%
SFGP
140
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$71.3K +$71.8K +3,255 New
WMS
141
Wealth Management Strategies
Pennsylvania
$69.6K +$7M +317,678 New
FPB
142
First PREMIER Bank
South Dakota
$68K +$2.07K +94 +3%
US Bancorp
143
US Bancorp
Minnesota
$66.8K +$6.61K +300 +11%
TWC
144
TD Waterhouse Canada
Ontario, Canada
$60.1K +$60.5K +2,746 New
CTWM
145
Cherry Tree Wealth Management
Minnesota
$51.1K +$309 +14 +0.6%
HPC
146
HM Payson & Co
Maine
$49.5K
AWM
147
AllSquare Wealth Management
New York
$49.4K +$20.4K +925 +70%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$47.1K +$47.4K +2,150 New
CAL
149
Capital Analysts LLC
Pennsylvania
$46K
BOJHT
150
Bank of Jackson Hole Trust
Wyoming
$41.9K +$42.2K +1,913 New