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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
PA
151
PSI Advisors
Florida
$41.6K +$41.9K +1,900 New
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$40K +$40.2K +1,825 New
RF
153
Robbins Farley
New Hampshire
$40K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$36.2K +$463 +21 +1%
PA
155
Parallel Advisors
California
$35.9K -$24.1K -1,091 -40%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.8K
William Blair & Company
157
William Blair & Company
Illinois
$26.5K
OPTFSNA
158
Old Point Trust & Financial Services N A
Virginia
$25.2K +$25.4K +1,150 New
HI
159
Harbour Investments
Wisconsin
$24.8K +$25K +1,134 New
HWM
160
Horizons Wealth Management
North Carolina
$23.1K +$23.2K +1,054 New
EB
161
Eastern Bank
Massachusetts
$20.8K -$66 -3 -0.3%
VWM
162
Venturi Wealth Management
Texas
$16.4K +$16.6K +751 New
FFA
163
Farther Finance Advisors
California
$12.6K -$36.2K -1,644 -74%
LCM
164
Logan Capital Management
Pennsylvania
$6.32K
JP Morgan Chase
165
JP Morgan Chase
New York
$5.21K +$5.25K +238 New
CFD
166
Creative Financial Designs
Indiana
$4.14K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$1.38K
CAM
168
Costello Asset Management
Pennsylvania
$444
HF
169
HRT Financial
New York
-$1.18M -52,565 Closed
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
-$974K -43,292 Closed
FTUS
171
Flow Traders U.S.
New York
-$783K -34,804 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$446K -19,823 Closed
AWM
173
Apollon Wealth Management
South Carolina
-$361K -16,019 Closed
Lido Advisors
174
Lido Advisors
California
-$324K -14,386 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$293K -13,008 Closed