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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
OFS
26
OneAscent Financial Services
Alabama
$16.8M +$16.9M +755,760 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$1M +44,750 +6%
MIM
28
Moseley Investment Management
Florida
$16M +$356K +15,923 +2%
BlackRock
29
BlackRock
New York
$15.1M +$8.78M +392,979 +138%
DP
30
Denver PWM
Colorado
$14.8M -$1.89M -84,429 -11%
KF
31
Krilogy Financial
Missouri
$13.3M +$583K +26,103 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$12.8M -$262K -11,736 -2%
TAM
33
Titleist Asset Management
Texas
$12.5M +$5.76M +257,858 +86%
Stifel Financial
34
Stifel Financial
Missouri
$12.4M -$39.3K -1,757 -0.3%
LPT
35
Legacy Private Trust
Wisconsin
$12.2M -$4.65K -208 -0%
SPIA
36
Steward Partners Investment Advisory
New York
$12.2M +$223K +9,978 +2%
SWM
37
Scissortail Wealth Management
Oklahoma
$11.5M +$1.49M +66,811 +15%
TC
38
Trust Company
Kansas
$11.3M +$117K +5,249 +1%
WMS
39
Wealth Management Strategies
Pennsylvania
$10.6M +$424K +18,981 +4%
SWM
40
Shelton Wealth Management
Texas
$10.2M +$1.54M +68,855 +18%
MCM
41
MV Capital Management
Maryland
$9.31M +$2.7M +120,783 +41%
E3F
42
Eight 31 Financial
Texas
$9.3M -$173K -7,749 -2%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.64M +$1.73M +77,602 +25%
Osaic Holdings
44
Osaic Holdings
Arizona
$8.58M +$816K +36,530 +10%
SCA
45
Snowden Capital Advisors
New York
$8.52M -$53.4K -2,389 -0.6%
NA
46
NewEdge Advisors
Louisiana
$7.8M +$319K +14,264 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$7.23M +$1.92M +85,929 +36%
NG
48
Northstar Group
New York
$7.2M +$501K +22,425 +7%
DADC
49
D.A. Davidson & Co
Montana
$6.9M +$361K +16,163 +6%
Financial Engines Advisors
50
Financial Engines Advisors
California
$6.82M +$163K +7,307 +2%