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iShares iBonds Dec 2028 Term Treasury ETF

232 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 22

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $932M → $1.15B (+$213M)

15% more funds holding

Funds holding: 202232 (+30)

1.06% less ownership

Funds ownership: 83.43%82.37% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
232
Holders Change
+30
Holders Change %
+14.85%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
49
Increased
138
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
226
Hazlett, Burt & Watson
West Virginia
$18K +$224 +10 +1%
GWM
227
Gilpin Wealth Management
Colorado
$8.48K +$8.48K +379 New
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$8.45K +$8.46K +378 New
AWM
229
AE Wealth Management
Kansas
$6.31K +$6.31K +282 New
KCM
230
Key Capital Management
Tennessee
$2.33K +$2.33K +104 New
FWP
231
FAS Wealth Partners
Kansas
$2.13K +$2.13K +95 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$1.41K
AC
233
AlphaCore Capital
California
$1.13K
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$157 +$157 +7 New
SB
235
Strategic Blueprint
Georgia
-$5.29M -236,232 Closed
Citadel Advisors
236
Citadel Advisors
Florida
-$2.98M -133,127 Closed
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.58M -70,587 Closed
CPRC
238
Consolidated Portfolio Review Corp
New York
-$1.02M -45,343 Closed
SFC
239
Strategic Financial Concepts
Texas
-$280K -12,525 Closed
UCB
240
United Community Bank
South Carolina
-$258K -11,520 Closed
PCA
241
Prosperity Capital Advisors
Ohio
-$252K -11,265 Closed
HA
242
Hamel Associates
New Jersey
-$247K -11,048 Closed
BFG
243
Berger Financial Group
Minnesota
-$215K -9,601 Closed
William Blair & Company
244
William Blair & Company
Illinois
-$24.2K -1,082 Closed
LCM
245
Logan Capital Management
Pennsylvania
-$6.85K -306 Closed
GWSG
246
GPS Wealth Strategies Group
Colorado
-$6.18K -276 Closed
CFD
247
Creative Financial Designs
Indiana
-$4.23K -189 Closed
CA
248
Clearstead Advisors
Ohio
-$3.42K -153 Closed