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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.

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.85%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$19.6M 907,975 +276,674 +44%
AP
2
Atwood & Palmer
Missouri
$17M 789,905 +789,905 New
AWM
3
AE Wealth Management
Kansas
$15.6M 725,632 -27,869 -4%
SWP
4
Stratos Wealth Partners
Ohio
$10.2M 472,615 +35,190 +8%
CIM
5
Confluence Investment Management
Missouri
$10.1M 469,708 -7,290 -2%
NA
6
Nottingham Advisors
New York
$8.03M 457,026 +240,892 +111%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.04M 234,035 +167,015 +249%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.31M 200,000 +2,711 +1%
RJA
9
Raymond James & Associates
Florida
$3.78M 175,230 +175,230 New
PAS
10
Park Avenue Securities
New York
$3.28M 152,036 -35,148 -19%
Bank of America
11
Bank of America
North Carolina
$2.84M 131,983 +40,694 +45%
UBS Group
12
UBS Group
Switzerland
$2.59M 120,046 -10,848 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.44M 113,351 +14,640 +15%
DADC
14
D.A. Davidson & Co
Montana
$2.15M 99,614 +12,408 +14%
Jane Street
15
Jane Street
New York
$1.74M 80,659 +65,725 +440%
SWM
16
Stockman Wealth Management
Montana
$1.22M 56,787 +31,096 +121%
NA
17
NewEdge Advisors
Louisiana
$1.2M 55,569 +30,411 +121%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$819K 38,027 +1,669 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$760K 35,248 +35,248 New
ABC
20
Associated Banc-Corp
Wisconsin
$728K 33,776 +33,776 New
Stifel Financial
21
Stifel Financial
Missouri
$719K 33,379 +8,744 +35%
MIM
22
Moseley Investment Management
Florida
$686K 31,855 +31,855 New
Osaic Holdings
23
Osaic Holdings
Arizona
$598K 27,752 +15,619 +129%
Citadel Advisors
24
Citadel Advisors
Florida
$587K 27,260 +4,550 +20%
Ameriprise
25
Ameriprise
Minnesota
$586K 27,206 +27,206 New