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iShares iBonds Dec 2028 Term Treasury ETF

27 hedge funds and large institutions have $37.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

108% more funds holding

Funds holding: 1327 (+14)

107% more capital invested

Capital invested by funds: $18.1M → $37.5M (+$19.3M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17.66% more ownership

Funds ownership: 59.3%76.95% (+18%)

Holders
27
Holders Change
+14
Holders Change %
+107.69%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$10.2M -$41.5K -1,893 -0.4%
Wells Fargo
2
Wells Fargo
California
$9.85M +$9.85M +448,938 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.21M +$35.3K +1,611 +0.8%
MLA
4
MB, Levis & Associates
Pennsylvania
$2.8M +$2.8M +127,520 New
PAS
5
Park Avenue Securities
New York
$2.31M +$2.31M +105,115 New
DADC
6
D.A. Davidson & Co
Montana
$1.85M +$1.84M +84,094 New
Bank of America
7
Bank of America
North Carolina
$1.44M +$1.32M +60,130 +1,093%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$762K +$759K +34,599 New
Citadel Advisors
9
Citadel Advisors
Florida
$668K +$348K +15,865 +109%
Stifel Financial
10
Stifel Financial
Missouri
$586K -$31.2K -1,423 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$543K +$543K +24,758 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$436K +$436K +19,876 New
Jane Street
13
Jane Street
New York
$323K -$224K -10,197 -41%
KF
14
Krilogy Financial
Missouri
$291K -$415K -18,906 -59%
FTUS
15
Flow Traders U.S.
New York
$285K +$26.4K +1,205 +10%
PWM
16
Perigon Wealth Management
California
$266K +$266K +12,124 New
Osaic Holdings
17
Osaic Holdings
Arizona
$199K +$191K +8,695 +2,331%
JFG
18
JDM Financial Group
Texas
$138K +$137K +6,269 New
Morgan Stanley
19
Morgan Stanley
New York
$95.4K
GRP
20
Global Retirement Partners
California
$81.3K +$81.3K +3,707 New
UBS Group
21
UBS Group
Switzerland
$50.4K +$50.3K +2,295 New
BC
22
Barrett & Company
Rhode Island
$40.6K
FCA
23
FinTrust Capital Advisors
South Carolina
$35.8K +$35.8K +1,631 New
SBL
24
Sargent Bickham Lagudis
Colorado
$21.9K +$21.9K +1,000 New
BAM
25
Belpointe Asset Management
Nevada
$17K +$17K +773 New