We are live on ! Find out more
IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

91 hedge funds and large institutions have $280M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

127% more capital invested

Capital invested by funds: $123M → $280M (+$157M)

72% more funds holding

Funds holding: 5391 (+38)

4.6% more ownership

Funds ownership: 78.01%82.62% (+4.6%)

Holders
91
Holders Change
+38
Holders Change %
+71.7%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
32
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.4M +$13.9M +638,874 +70%
Truist Financial
2
Truist Financial
North Carolina
$25.8M +$25.6M +1,179,516 New
AP
3
Atwood & Palmer
Missouri
$18.3M +$692K +31,905 +4%
SWP
4
Stratos Wealth Partners
Ohio
$15.1M +$4.49M +207,011 +44%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.3M +$8.66M +399,330 +200%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.5M +$7.8M +359,611 +317%
AWM
7
AE Wealth Management
Kansas
$10.5M -$5.45M -251,265 -35%
PA
8
Pineridge Advisors
Missouri
$10.4M +$10.2M +468,488 New
ICG
9
InterOcean Capital Group
Tennessee
$10M +$9.79M +451,480 New
CIM
10
Confluence Investment Management
Missouri
$9.86M -$558K -25,707 -5%
JAG
11
Journey Advisory Group
Kentucky
$9.08M +$8.87M +408,928 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.42M +$2.17M +99,905 +43%
TC
13
Trust Company
Kansas
$7.22M +$7.05M +324,898 New
SWM
14
Scissortail Wealth Management
Oklahoma
$6.36M +$6.22M +286,593 New
SPIA
15
Steward Partners Investment Advisory
New York
$5.99M +$5.7M +262,714 +3,687%
Bank of America
16
Bank of America
North Carolina
$5.88M +$2.88M +132,611 +100%
Ameriprise
17
Ameriprise
Minnesota
$5.87M +$5.04M +232,183 +853%
LPL Financial
18
LPL Financial
California
$5.04M +$4.48M +206,578 +1,020%
NA
19
NewEdge Advisors
Louisiana
$4.49M +$3.18M +146,680 +264%
RJA
20
Raymond James & Associates
Florida
$4M +$104K +4,791 +3%
AF
21
Allworth Financial
California
$3.37M +$3.29M +151,788 New
PAS
22
Park Avenue Securities
New York
$3.12M -$255K -11,744 -8%
TCA
23
Transcend Capital Advisors
New Jersey
$3.1M +$3.03M +139,725 New
UBS Group
24
UBS Group
Switzerland
$2.9M +$225K +10,363 +9%
DADC
25
D.A. Davidson & Co
Montana
$2.7M +$478K +22,032 +22%