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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

115 hedge funds and large institutions have $352M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
28
Increased
58
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$16.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$22.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$6.85M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Wells Fargo
2
Wells Fargo
California
$31.2M
3
FTUS
3
Flow Traders U.S.
New York
$372K
4
LPL Financial
4
LPL Financial
California
$3.8M
5
AF
5
Allworth Financial
California
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$31.2M 1,424,662 -122,187 -8%
Truist Financial
2
Truist Financial
North Carolina
$25.6M 1,167,937 -11,579 -1%
ICG
3
InterOcean Capital Group
Tennessee
$22.2M 1,009,848 +558,368 +124%
AP
4
Atwood & Palmer
Missouri
$20.3M 926,905 +105,095 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M 836,710 +237,380 +40%
HAS
6
Horizon Advisory Services
New York
$16.2M 738,598 +738,598 New
SWP
7
Stratos Wealth Partners
Ohio
$15.7M 716,245 +36,619 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.9M 540,405 +67,443 +14%
Bank of America
9
Bank of America
North Carolina
$11M 503,274 +238,680 +90%
JAG
10
Journey Advisory Group
Kentucky
$10.7M 487,303 +78,375 +19%
CIM
11
Confluence Investment Management
Missouri
$9.84M 448,617 +4,616 +1%
PA
12
Pineridge Advisors
Missouri
$9.66M 440,185 -28,303 -6%
TC
13
Trust Company
Kansas
$8.09M 368,736 +43,838 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.97M 363,191 +29,251 +9%
UBS Group
15
UBS Group
Switzerland
$7.15M 325,878 +195,469 +150%
LPT
16
Legacy Private Trust
Wisconsin
$6.85M 312,481 +312,481 New
Ameriprise
17
Ameriprise
Minnesota
$6.44M 293,781 +34,392 +13%
SWM
18
Scissortail Wealth Management
Oklahoma
$6.27M 285,830 -763 -0.3%
SPIA
19
Steward Partners Investment Advisory
New York
$6.11M 278,730 +8,890 +3%
MA
20
MKT Advisors
California
$5.62M 260,693 +170,224 +188%
NA
21
NewEdge Advisors
Louisiana
$4.58M 209,019 +6,770 +3%
TCA
22
Transcend Capital Advisors
New Jersey
$4.17M 189,925 +50,200 +36%
PA
23
Probity Advisors
Texas
$3.9M 177,897 +83,788 +89%
LPL Financial
24
LPL Financial
California
$3.8M 173,330 -53,504 -24%
RJA
25
Raymond James & Associates
Florida
$3.66M 166,876 -13,145 -7%
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