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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.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $68.9M → $86.5M (+$17.6M)

13% more funds holding

Funds holding: 3843 (+5)

6.44% less ownership

Funds ownership: 82.77%76.33% (-6.4%)

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 Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$16.6M +$16.9M +753,501 New
Wells Fargo
2
Wells Fargo
California
$13.9M +$513K +22,935 +4%
CIM
3
Confluence Investment Management
Missouri
$10.5M -$78.1K -3,492 -0.7%
SWP
4
Stratos Wealth Partners
Ohio
$9.62M +$639K +28,586 +7%
NA
5
Nottingham Advisors
New York
$4.75M +$69.7K +3,117 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.34M +$135K +6,018 +3%
PAS
7
Park Avenue Securities
New York
$4.12M +$923K +41,271 +28%
UBS Group
8
UBS Group
Switzerland
$2.88M +$825K +36,869 +39%
MLA
9
MB, Levis & Associates
Pennsylvania
$2.83M +$20.4K +913 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.17M +$352K +15,736 +19%
Bank of America
11
Bank of America
North Carolina
$2.01M +$79.1K +3,535 +4%
DADC
12
D.A. Davidson & Co
Montana
$1.92M +$16.9K +757 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.48M +$165K +7,389 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.25M +$78.5K +3,509 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$800K +$222K +9,921 +38%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$629K -$1.98M -88,476 -76%
SWM
17
Stockman Wealth Management
Montana
$565K +$575K +25,691 New
NA
18
NewEdge Advisors
Louisiana
$553K +$38.1K +1,703 +7%
Stifel Financial
19
Stifel Financial
Missouri
$542K -$61.1K -2,733 -10%
Citadel Advisors
20
Citadel Advisors
Florida
$500K +$237K +10,594 +87%
CAN
21
Cetera Advisor Networks
California
$460K +$468K +20,913 New
KF
22
Krilogy Financial
Missouri
$433K +$184K +8,222 +72%
KAS
23
Kestra Advisory Services
Texas
$407K +$414K +18,486 New
LPL Financial
24
LPL Financial
California
$331K +$337K +15,065 New
Jane Street
25
Jane Street
New York
$329K -$1.35M -60,419 -80%