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iShares iBonds Dec 2028 Term Treasury ETF

38 hedge funds and large institutions have $68.9M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
17
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13.7M 608,366 +159,428 +36%
CIM
2
Confluence Investment Management
Missouri
$10.8M 480,490 +16,503 +4%
SWP
3
Stratos Wealth Partners
Ohio
$9.19M 408,839 +408,839 New
NA
4
Nottingham Advisors
New York
$4.79M 213,017 +213,017 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.3M 191,271 -625 -0.3%
PAS
6
Park Avenue Securities
New York
$3.28M 145,913 +40,798 +39%
MLA
7
MB, Levis & Associates
Pennsylvania
$2.88M 127,877 +357 +0.3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$2.63M 117,109 +82,510 +238%
UBS Group
9
UBS Group
Switzerland
$2.11M 94,025 +91,730 +3,997%
Bank of America
10
Bank of America
North Carolina
$1.97M 87,754 +22,122 +34%
DADC
11
D.A. Davidson & Co
Montana
$1.94M 86,449 +2,355 +3%
Jane Street
12
Jane Street
New York
$1.69M 75,353 +60,614 +411%
FTUS
13
Flow Traders U.S.
New York
$1.36M 60,396 +47,426 +366%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.34M 59,631 +59,631 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.2M 53,333 +33,457 +168%
Morgan Stanley
16
Morgan Stanley
New York
$1.12M 50,000 +45,651 +1,050%
Stifel Financial
17
Stifel Financial
Missouri
$616K 27,368 +644 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$595K 26,437 +26,437 New
NA
19
NewEdge Advisors
Louisiana
$527K 23,455 +267 +1%
CFGS
20
Concourse Financial Group Securities
Alabama
$299K 13,299 +13,299 New
Citadel Advisors
21
Citadel Advisors
Florida
$272K 12,116 -18,315 -60%
KF
22
Krilogy Financial
Missouri
$258K 11,468 -1,800 -14%
Cerity Partners
23
Cerity Partners
New York
$253K 11,234 +11,234 New
Osaic Holdings
24
Osaic Holdings
Arizona
$240K 10,691 +1,623 +18%
ETIA
25
Epic Trust Investment Advisors
Washington
$238K 10,591 +10,591 New