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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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

84% more capital invested

Capital invested by funds: $37.5M → $68.9M (+$31.4M)

41% more funds holding

Funds holding: 2738 (+11)

5.82% more ownership

Funds ownership: 76.95%82.77% (+5.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.7M +$3.55M +159,428 +36%
CIM
2
Confluence Investment Management
Missouri
$10.8M +$367K +16,503 +4%
SWP
3
Stratos Wealth Partners
Ohio
$9.19M +$9.09M +408,839 New
NA
4
Nottingham Advisors
New York
$4.79M +$4.74M +213,017 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.3M -$13.9K -625 -0.3%
PAS
6
Park Avenue Securities
New York
$3.28M +$907K +40,798 +39%
MLA
7
MB, Levis & Associates
Pennsylvania
$2.88M +$7.94K +357 +0.3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$2.63M +$1.84M +82,510 +238%
UBS Group
9
UBS Group
Switzerland
$2.11M +$2.04M +91,730 +3,997%
Bank of America
10
Bank of America
North Carolina
$1.97M +$492K +22,122 +34%
DADC
11
D.A. Davidson & Co
Montana
$1.94M +$52.4K +2,355 +3%
Jane Street
12
Jane Street
New York
$1.69M +$1.35M +60,614 +411%
FTUS
13
Flow Traders U.S.
New York
$1.36M +$1.05M +47,426 +366%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.33M +59,631 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.2M +$744K +33,457 +168%
Morgan Stanley
16
Morgan Stanley
New York
$1.12M +$1.02M +45,651 +1,050%
Stifel Financial
17
Stifel Financial
Missouri
$616K +$14.3K +644 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$595K +$588K +26,437 New
NA
19
NewEdge Advisors
Louisiana
$527K +$5.94K +267 +1%
CFGS
20
Concourse Financial Group Securities
Alabama
$299K +$296K +13,299 New
Citadel Advisors
21
Citadel Advisors
Florida
$272K -$407K -18,315 -60%
KF
22
Krilogy Financial
Missouri
$258K -$40K -1,800 -14%
Cerity Partners
23
Cerity Partners
New York
$253K +$250K +11,234 New
Osaic Holdings
24
Osaic Holdings
Arizona
$240K +$36.1K +1,623 +18%
ETIA
25
Epic Trust Investment Advisors
Washington
$238K +$236K +10,591 New