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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.

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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$34.4M 1,546,849 +638,874 +70%
Truist Financial
2
Truist Financial
North Carolina
$25.8M 1,179,516 +1,179,516 New
AP
3
Atwood & Palmer
Missouri
$18.3M 821,810 +31,905 +4%
SWP
4
Stratos Wealth Partners
Ohio
$15.1M 679,626 +207,011 +44%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.3M 599,330 +399,330 +200%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.5M 472,962 +359,611 +317%
AWM
7
AE Wealth Management
Kansas
$10.5M 474,367 -251,265 -35%
PA
8
Pineridge Advisors
Missouri
$10.4M 468,488 +468,488 New
ICG
9
InterOcean Capital Group
Tennessee
$10M 451,480 +451,480 New
CIM
10
Confluence Investment Management
Missouri
$9.86M 444,001 -25,707 -5%
JAG
11
Journey Advisory Group
Kentucky
$9.08M 408,928 +408,928 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.42M 333,940 +99,905 +43%
TC
13
Trust Company
Kansas
$7.22M 324,898 +324,898 New
SWM
14
Scissortail Wealth Management
Oklahoma
$6.36M 286,593 +286,593 New
SPIA
15
Steward Partners Investment Advisory
New York
$5.99M 269,840 +262,714 +3,687%
Bank of America
16
Bank of America
North Carolina
$5.88M 264,594 +132,611 +100%
Ameriprise
17
Ameriprise
Minnesota
$5.87M 259,389 +232,183 +853%
LPL Financial
18
LPL Financial
California
$5.04M 226,834 +206,578 +1,020%
NA
19
NewEdge Advisors
Louisiana
$4.49M 202,249 +146,680 +264%
RJA
20
Raymond James & Associates
Florida
$4M 180,021 +4,791 +3%
AF
21
Allworth Financial
California
$3.37M 151,788 +151,788 New
PAS
22
Park Avenue Securities
New York
$3.12M 140,292 -11,744 -8%
TCA
23
Transcend Capital Advisors
New Jersey
$3.1M 139,725 +139,725 New
UBS Group
24
UBS Group
Switzerland
$2.9M 130,409 +10,363 +9%
DADC
25
D.A. Davidson & Co
Montana
$2.7M 121,646 +22,032 +22%