We are live on ! Find out more
IBTI icon

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
4WM
176
4J Wealth Management
Virginia
-$259K -11,515 Closed
JBA
177
Johnson Bixby & Associates
Washington
-$207K -9,192 Closed
UCB
178
United Community Bank
South Carolina
-$152K -6,765 Closed
LWA
179
Lowe Wealth Advisors
Maryland
-$2.3K -102 Closed