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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E3F
26
Eight 31 Financial
Texas
$8.17M +$8.09M +367,283 New
PA
27
Probity Advisors
Texas
$8.16M +$482K +21,887 +6%
SCA
28
Snowden Capital Advisors
New York
$8.07M +$652K +29,618 +9%
WMS
29
Wealth Management Strategies
Pennsylvania
$7.87M +$798K +36,242 +11%
SWM
30
Shelton Wealth Management
Texas
$7.25M +$647K +29,380 +10%
SPIA
31
Steward Partners Investment Advisory
New York
$6.72M +$164K +7,471 +3%
UCFA
32
United Capital Financial Advisors
Texas
$6.3M +$4.79M +217,694 +333%
PA
33
Pineridge Advisors
Missouri
$6.27M -$431K -19,568 -6%
AAIM
34
Asset Advisors Investment Management
Georgia
$6.23M +$4.79M +217,626 +348%
CTC
35
Central Trust Company
Missouri
$6.16M +$871K +39,560 +17%
Financial Engines Advisors
36
Financial Engines Advisors
California
$5.89M +$2.42M +110,081 +71%
TAM
37
Titleist Asset Management
Texas
$5.68M +$5.62M +255,389 New
DADC
38
D.A. Davidson & Co
Montana
$5.63M +$545K +24,734 +11%
Osaic Holdings
39
Osaic Holdings
Arizona
$5.62M +$2.64M +119,893 +91%
CCP
40
Carmel Capital Partners
California
$5.5M +$540K +24,541 +11%
Ameriprise
41
Ameriprise
Minnesota
$5.15M +$777K +35,301 +18%
PAS
42
Park Avenue Securities
New York
$5.04M +$130K +5,889 +3%
IWC
43
Integrated Wealth Concepts
Massachusetts
$5.02M +$2.44M +110,774 +96%
TCA
44
Transcend Capital Advisors
New Jersey
$4.88M -$200K -9,071 -4%
IA
45
IFP Advisors
Florida
$4.82M +$151K +6,865 +3%
MCM
46
MV Capital Management
Maryland
$4.68M +$1.5M +68,085 +48%
FC
47
FCA Corp
Texas
$4.41M +$20.8K +946 +0.5%
NG
48
Northstar Group
New York
$4.24M +$1.09M +49,450 +35%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.93M +$1.51M +68,446 +63%
BlackRock
50
BlackRock
New York
$3.71M +$2.8M +127,344 +324%