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iShares iBonds Dec 2028 Term Treasury ETF

250 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

225% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$228M)

8% more funds holding

Funds holding: 232250 (+18)

3.59% more ownership

Funds ownership: 82.37%85.96% (+3.6%)

Holders
250
Holders Change
+18
Holders Change %
+7.76%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
34
Increased
143
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M +$4.34M +194,372 +6%
Morgan Stanley
2
Morgan Stanley
New York
$76.2M -$723K -32,353 -0.9%
Wells Fargo
3
Wells Fargo
California
$67.7M +$4.19M +187,512 +7%
Bank of America
4
Bank of America
North Carolina
$60.8M +$1.64M +73,304 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$53.6M +$2.99M +133,909 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$43.4M +$1.93M +86,455 +5%
UBS Group
7
UBS Group
Switzerland
$31.4M +$8.67M +387,797 +38%
B
8
Bailard
California
$30.3M +$30.4M +1,361,953 New
BCM
9
Brookstone Capital Management
Illinois
$30.2M -$327K -14,637 -1%
HWA
10
Heartwood Wealth Advisors
Virginia
$28.8M +$28.9M +1,291,891 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$28.3M +$26.4M +1,179,570 +1,299%
FAC
12
Financial Advisory Corporation
Michigan
$27.5M +$5.65M +252,776 +26%
AAIM
13
Asset Advisors Investment Management
Georgia
$27M +$1.36M +60,635 +5%
UCFA
14
United Capital Financial Advisors
Texas
$26.3M +$3.07M +137,223 +13%
HPC
15
HM Payson & Co
Maine
$23.3M +$9.59M +428,905 +69%
LPL Financial
16
LPL Financial
California
$23.2M +$4.21M +188,327 +22%
SWP
17
Stratos Wealth Partners
Ohio
$22.6M +$823K +36,830 +4%
AP
18
Atwood & Palmer
Missouri
$21M +$432K +19,318 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21M +$4.28M +191,447 +26%
HAS
20
Horizon Advisory Services
New York
$20.1M +$442K +19,766 +2%
JAG
21
Journey Advisory Group
Kentucky
$19.4M +$548K +24,541 +3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$18M +$4.95M +221,499 +38%
Ameriprise
23
Ameriprise
Minnesota
$17.9M +$7.12M +318,466 +66%
MA
24
MKT Advisors
California
$17.8M +$414K +18,508 +2%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$17.6M +$1.69M +75,702 +11%