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iShares iBonds Dec 2028 Term Treasury ETF

142 hedge funds and large institutions have $542M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
77
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$43.7M 1,942,726 +343,047 +21%
Wells Fargo
2
Wells Fargo
California
$36.8M 1,635,947 +190,105 +13%
NA
3
NewEdge Advisors
Louisiana
$23.2M 1,030,736 +824,582 +400%
Stifel Financial
4
Stifel Financial
Missouri
$23.1M 1,024,921 +970,986 +1,800%
AP
5
Atwood & Palmer
Missouri
$22.7M 1,009,904 +70,204 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$21.5M 957,005 +60,129 +7%
BEI
7
Benjamin Edwards Inc
Missouri
$18.2M 809,648 +809,648 New
HAS
8
Horizon Advisory Services
New York
$17.6M 780,662 +14,586 +2%
SWP
9
Stratos Wealth Partners
Ohio
$17.5M 779,325 +25,317 +3%
Bank of America
10
Bank of America
North Carolina
$15.8M 704,026 +46,688 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.8M 701,164 +44,502 +7%
CIM
12
Confluence Investment Management
Missouri
$15.4M 682,066 +235,642 +53%
JAG
13
Journey Advisory Group
Kentucky
$13.2M 605,120
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.7M 564,825 +12,542 +2%
DP
15
Denver PWM
Colorado
$9.97M 442,838 +20,115 +5%
UBS Group
16
UBS Group
Switzerland
$9.91M 440,478 +70,136 +19%
TC
17
Trust Company
Kansas
$9.68M 430,148 +18,147 +4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$9.39M 417,868 +187,879 +82%
LPT
19
Legacy Private Trust
Wisconsin
$9.17M 407,515 +30,723 +8%
MA
20
MKT Advisors
California
$8.45M 376,209 +36,942 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.32M 369,761 +197,692 +115%
MIM
22
Moseley Investment Management
Florida
$8.21M 364,920 +278,269 +321%
PA
23
Pineridge Advisors
Missouri
$7.39M 328,229 -71,973 -18%
SWM
24
Scissortail Wealth Management
Oklahoma
$7.27M 422 -293,581 -100%
LPL Financial
25
LPL Financial
California
$6.65M 295,567 +77,531 +36%