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iShares iBonds Dec 2028 Term Treasury ETF

43 hedge funds and large institutions have $86.5M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$16.6M 753,501 +753,501 New
Wells Fargo
2
Wells Fargo
California
$13.9M 631,301 +22,935 +4%
CIM
3
Confluence Investment Management
Missouri
$10.5M 476,998 -3,492 -0.7%
SWP
4
Stratos Wealth Partners
Ohio
$9.62M 437,425 +28,586 +7%
NA
5
Nottingham Advisors
New York
$4.75M 216,134 +3,117 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.34M 197,289 +6,018 +3%
PAS
7
Park Avenue Securities
New York
$4.12M 187,184 +41,271 +28%
UBS Group
8
UBS Group
Switzerland
$2.88M 130,894 +36,869 +39%
MLA
9
MB, Levis & Associates
Pennsylvania
$2.83M 128,790 +913 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.17M 98,711 +15,736 +19%
Bank of America
11
Bank of America
North Carolina
$2.01M 91,289 +3,535 +4%
DADC
12
D.A. Davidson & Co
Montana
$1.92M 87,206 +757 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.48M 67,020 +7,389 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.25M 56,842 +3,509 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$800K 36,358 +9,921 +38%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$629K 28,633 -88,476 -76%
SWM
17
Stockman Wealth Management
Montana
$565K 25,691 +25,691 New
NA
18
NewEdge Advisors
Louisiana
$553K 25,158 +1,703 +7%
Stifel Financial
19
Stifel Financial
Missouri
$542K 24,635 -2,733 -10%
Citadel Advisors
20
Citadel Advisors
Florida
$500K 22,710 +10,594 +87%
CAN
21
Cetera Advisor Networks
California
$460K 20,913 +20,913 New
KF
22
Krilogy Financial
Missouri
$433K 19,690 +8,222 +72%
KAS
23
Kestra Advisory Services
Texas
$407K 18,486 +18,486 New
LPL Financial
24
LPL Financial
California
$331K 15,065 +15,065 New
Jane Street
25
Jane Street
New York
$329K 14,934 -60,419 -80%