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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

11 hedge funds and large institutions have $25.9M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

61% more capital invested

Capital invested by funds: $16.1M → $25.9M (+$9.82M)

50.79% more ownership

Funds ownership: 90.22% → 141.01% (+51%)

22% more funds holding

Funds holding: 9 → 11 (+2)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$501K
2
Morgan Stanley
Morgan Stanley
New York
+$100K
3
Stifel Financial
Stifel Financial
Missouri
+$23.5K

Top Sellers

1
KF
Krilogy Financial
Missouri
-$303K
2
FTUS
Flow Traders U.S.
New York
-$264K
3
Citadel Advisors
Citadel Advisors
Florida
-$201K
4
CIM
Confluence Investment Management
Missouri
-$153K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$60.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$10.7M -$153K -6,675 -1%
SPF
2
Steven Patrick Farmer
$10.7M +$10.8M +468,036 New
BlackRock
3
BlackRock
New York
$1.15M – – –
FTUS
4
Flow Traders U.S.
New York
$745K -$264K -11,492 -26%
KF
5
Krilogy Financial
Missouri
$738K -$303K -13,168 -29%
Stifel Financial
6
Stifel Financial
Missouri
$656K +$23.5K +1,021 +4%
Jane Street
7
Jane Street
New York
$500K +$501K +21,777 New
Citadel Advisors
8
Citadel Advisors
Florida
$345K -$201K -8,751 -37%
Bank of America
9
Bank of America
North Carolina
$160K – – –
Morgan Stanley
10
Morgan Stanley
New York
$100K +$100K +4,349 New
UBS Group
11
UBS Group
Switzerland
$15K -$26.6K -1,157 -65%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
– -$60.3K -2,540 Closed