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iShares iBonds Dec 2028 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 20

26% more funds holding

Funds holding: 91115 (+24)

25% more capital invested

Capital invested by funds: $280M → $352M (+$71.3M)

5.32% less ownership

Funds ownership: 82.62%77.3% (-5.3%)

Holders
115
Holders Change
+24
Holders Change %
+26.37%
% of All Funds
1.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.2M -$2.69M -122,187 -8%
Truist Financial
2
Truist Financial
North Carolina
$25.6M -$255K -11,579 -1%
ICG
3
InterOcean Capital Group
Tennessee
$22.2M +$12.3M +558,368 +124%
AP
4
Atwood & Palmer
Missouri
$20.3M +$2.31M +105,095 +13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.4M +$5.22M +237,380 +40%
HAS
6
Horizon Advisory Services
New York
$16.2M +$16.3M +738,598 New
SWP
7
Stratos Wealth Partners
Ohio
$15.7M +$806K +36,619 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.9M +$1.48M +67,443 +14%
Bank of America
9
Bank of America
North Carolina
$11M +$5.25M +238,680 +90%
JAG
10
Journey Advisory Group
Kentucky
$10.7M +$1.72M +78,375 +19%
CIM
11
Confluence Investment Management
Missouri
$9.84M +$102K +4,616 +1%
PA
12
Pineridge Advisors
Missouri
$9.66M -$623K -28,303 -6%
TC
13
Trust Company
Kansas
$8.09M +$965K +43,838 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.97M +$644K +29,251 +9%
UBS Group
15
UBS Group
Switzerland
$7.15M +$4.3M +195,469 +150%
LPT
16
Legacy Private Trust
Wisconsin
$6.85M +$6.88M +312,481 New
Ameriprise
17
Ameriprise
Minnesota
$6.44M +$757K +34,392 +13%
SWM
18
Scissortail Wealth Management
Oklahoma
$6.27M -$16.8K -763 -0.3%
SPIA
19
Steward Partners Investment Advisory
New York
$6.11M +$196K +8,890 +3%
MA
20
MKT Advisors
California
$5.62M +$3.75M +170,224 +188%
NA
21
NewEdge Advisors
Louisiana
$4.58M +$149K +6,770 +3%
TCA
22
Transcend Capital Advisors
New Jersey
$4.17M +$1.1M +50,200 +36%
PA
23
Probity Advisors
Texas
$3.9M +$1.84M +83,788 +89%
LPL Financial
24
LPL Financial
California
$3.8M -$1.18M -53,504 -24%
RJA
25
Raymond James & Associates
Florida
$3.66M -$289K -13,145 -7%