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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

165 hedge funds and large institutions have $703M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
38
Increased
94
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M
3
Bank of America
3
Bank of America
North Carolina
$38.5M
4
NA
4
NewEdge Advisors
Louisiana
$34.4M
5
EP
5
Essential Planning
New Hampshire
$11M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$16.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.94M
3
BEI
3
Benjamin Edwards Inc
Missouri
$13M
4
ADL
4
Asset Dedication LLC
California
$135K
5
CIM
5
Confluence Investment Management
Missouri
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.8M 3,233,787 +3,060,651 +1,768%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$45M 2,054,210 +111,484 +6%
Wells Fargo
3
Wells Fargo
California
$43.5M 1,985,841 +349,894 +21%
Bank of America
4
Bank of America
North Carolina
$38.5M 1,759,845 +1,055,819 +150%
NA
5
NewEdge Advisors
Louisiana
$34.4M 1,572,636 +541,900 +53%
Raymond James Financial
6
Raymond James Financial
Florida
$28.9M 1,317,442 +1,317,442 New
AP
7
Atwood & Palmer
Missouri
$23.7M 1,083,810 +73,906 +7%
SWP
8
Stratos Wealth Partners
Ohio
$20.8M 948,981 +169,656 +22%
HAS
9
Horizon Advisory Services
New York
$17.6M 804,081 +23,419 +3%
Stifel Financial
10
Stifel Financial
Missouri
$16.2M 738,507 -286,414 -28%
UBS Group
11
UBS Group
Switzerland
$14.8M 676,724 +236,246 +54%
DP
12
Denver PWM
Colorado
$13.6M 620,067 +177,229 +40%
CIM
13
Confluence Investment Management
Missouri
$13.4M 610,084 -71,982 -11%
JAG
14
Journey Advisory Group
Kentucky
$13.2M 605,120 – –
BEI
15
Benjamin Edwards Inc
Missouri
$13M 591,437 -218,211 -27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.5M 572,936 +8,111 +1%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$11.8M 537,362 +335,023 +166%
EP
18
Essential Planning
New Hampshire
$11M 500,007 +500,007 New
MA
19
MKT Advisors
California
$10.7M 487,460 +111,251 +30%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$10.6M 482,618 +64,750 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.3M 471,153 +101,392 +27%
TC
22
Trust Company
Kansas
$10.3M 468,141 +37,993 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.94M 453,624 -247,540 -35%
LPT
24
Legacy Private Trust
Wisconsin
$9.91M 452,318 +44,803 +11%
MIM
25
Moseley Investment Management
Florida
$8.33M 380,302 +15,382 +4%
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