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iShares iBonds Dec 2028 Term Treasury ETF

53 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

43% more capital invested

Capital invested by funds: $86.5M → $123M (+$36.9M)

23% more funds holding

Funds holding: 4353 (+10)

1.69% more ownership

Funds ownership: 76.33%78.01% (+1.7%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.6M +$6.03M +276,674 +44%
AP
2
Atwood & Palmer
Missouri
$17M +$17.2M +789,905 New
AWM
3
AE Wealth Management
Kansas
$15.6M -$607K -27,869 -4%
SWP
4
Stratos Wealth Partners
Ohio
$10.2M +$766K +35,190 +8%
CIM
5
Confluence Investment Management
Missouri
$10.1M -$159K -7,290 -2%
NA
6
Nottingham Advisors
New York
$8.03M +$5.25M +240,892 +111%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.04M +$3.64M +167,015 +249%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.31M +$59K +2,711 +1%
RJA
9
Raymond James & Associates
Florida
$3.78M +$3.82M +175,230 New
PAS
10
Park Avenue Securities
New York
$3.28M -$766K -35,148 -19%
Bank of America
11
Bank of America
North Carolina
$2.84M +$886K +40,694 +45%
UBS Group
12
UBS Group
Switzerland
$2.59M -$236K -10,848 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.44M +$319K +14,640 +15%
DADC
14
D.A. Davidson & Co
Montana
$2.15M +$270K +12,408 +14%
Jane Street
15
Jane Street
New York
$1.74M +$1.43M +65,725 +440%
SWM
16
Stockman Wealth Management
Montana
$1.22M +$677K +31,096 +121%
NA
17
NewEdge Advisors
Louisiana
$1.2M +$662K +30,411 +121%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$819K +$36.4K +1,669 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$760K +$768K +35,248 New
ABC
20
Associated Banc-Corp
Wisconsin
$728K +$736K +33,776 New
Stifel Financial
21
Stifel Financial
Missouri
$719K +$190K +8,744 +35%
MIM
22
Moseley Investment Management
Florida
$686K +$694K +31,855 New
Osaic Holdings
23
Osaic Holdings
Arizona
$598K +$340K +15,619 +129%
Citadel Advisors
24
Citadel Advisors
Florida
$587K +$99.1K +4,550 +20%
Ameriprise
25
Ameriprise
Minnesota
$586K +$593K +27,206 New