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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.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $352M → $394M (+$42.7M)

11% more funds holding

Funds holding: 115128 (+13)

1.32% more ownership

Funds ownership: 77.3%78.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.85%
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 Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$34.9M +$34.7M +1,599,679 New
Wells Fargo
2
Wells Fargo
California
$31.6M +$460K +21,180 +1%
AP
3
Atwood & Palmer
Missouri
$20.5M +$278K +12,795 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.6M +$1.31M +60,166 +7%
HAS
5
Horizon Advisory Services
New York
$16.7M +$596K +27,478 +4%
SWP
6
Stratos Wealth Partners
Ohio
$16.5M +$820K +37,763 +5%
Bank of America
7
Bank of America
North Carolina
$14.3M +$3.34M +154,064 +31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.3M +$6.37M +293,471 +81%
JAG
9
Journey Advisory Group
Kentucky
$13.2M +$2.56M +117,817 +24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.1M +$258K +11,878 +2%
CIM
11
Confluence Investment Management
Missouri
$9.75M -$47.6K -2,193 -0.5%
DP
12
Denver PWM
Colorado
$9.23M +$9.17M +422,723 New
TC
13
Trust Company
Kansas
$8.99M +$939K +43,265 +12%
PA
14
Pineridge Advisors
Missouri
$8.74M -$868K -39,983 -9%
LPT
15
Legacy Private Trust
Wisconsin
$8.23M +$1.4M +64,311 +21%
UBS Group
16
UBS Group
Switzerland
$8.08M +$965K +44,464 +14%
MA
17
MKT Advisors
California
$7.42M +$1.71M +78,574 +30%
SPIA
18
Steward Partners Investment Advisory
New York
$6.73M +$645K +29,698 +11%
SWM
19
Scissortail Wealth Management
Oklahoma
$6.42M +$177K +8,173 +3%
Ameriprise
20
Ameriprise
Minnesota
$6.13M -$286K -13,188 -4%
TCA
21
Transcend Capital Advisors
New Jersey
$6.1M +$1.95M +89,673 +47%
PA
22
Probity Advisors
Texas
$5.21M +$1.32M +60,736 +34%
Truist Financial
23
Truist Financial
North Carolina
$4.98M -$20.4M -939,720 -80%
LPL Financial
24
LPL Financial
California
$4.76M +$970K +44,706 +26%
NA
25
NewEdge Advisors
Louisiana
$4.5M -$62.2K -2,865 -1%