IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

128 hedge funds and large institutions have $394M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
73
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$34.9M 1,599,679 +1,599,679 New
Wells Fargo
2
Wells Fargo
California
$31.6M 1,445,842 +21,180 +1%
AP
3
Atwood & Palmer
Missouri
$20.5M 939,700 +12,795 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.6M 896,876 +60,166 +7%
HAS
5
Horizon Advisory Services
New York
$16.7M 766,076 +27,478 +4%
SWP
6
Stratos Wealth Partners
Ohio
$16.5M 754,008 +37,763 +5%
Bank of America
7
Bank of America
North Carolina
$14.3M 657,338 +154,064 +31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.3M 656,662 +293,471 +81%
JAG
9
Journey Advisory Group
Kentucky
$13.2M 605,120 +117,817 +24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.1M 552,283 +11,878 +2%
CIM
11
Confluence Investment Management
Missouri
$9.75M 446,424 -2,193 -0.5%
DP
12
Denver PWM
Colorado
$9.23M 422,723 +422,723 New
TC
13
Trust Company
Kansas
$8.99M 412,001 +43,265 +12%
PA
14
Pineridge Advisors
Missouri
$8.74M 400,202 -39,983 -9%
LPT
15
Legacy Private Trust
Wisconsin
$8.23M 376,792 +64,311 +21%
UBS Group
16
UBS Group
Switzerland
$8.08M 370,342 +44,464 +14%
MA
17
MKT Advisors
California
$7.42M 339,267 +78,574 +30%
SPIA
18
Steward Partners Investment Advisory
New York
$6.73M 308,428 +29,698 +11%
SWM
19
Scissortail Wealth Management
Oklahoma
$6.42M 294,003 +8,173 +3%
Ameriprise
20
Ameriprise
Minnesota
$6.13M 280,593 -13,188 -4%
TCA
21
Transcend Capital Advisors
New Jersey
$6.1M 279,598 +89,673 +47%
PA
22
Probity Advisors
Texas
$5.21M 238,633 +60,736 +34%
Truist Financial
23
Truist Financial
North Carolina
$4.98M 228,217 -939,720 -80%
LPL Financial
24
LPL Financial
California
$4.76M 218,036 +44,706 +26%
NA
25
NewEdge Advisors
Louisiana
$4.5M 206,154 -2,865 -1%