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iShares iBonds Dec 2028 Term Treasury ETF

202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $870M → $932M (+$62.4M)

6% more funds holding

Funds holding: 190202 (+12)

0.95% more ownership

Funds ownership: 82.48%83.43% (+0.95%)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Probity Advisors
Texas
$10.7M +$2.08M +93,017 +24%
SPIA
27
Steward Partners Investment Advisory
New York
$10.1M +$342K +15,325 +4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$9.8M +$2.18M +97,565 +29%
WMS
29
Wealth Management Strategies
Pennsylvania
$9.72M +$9.69M +434,019 New
SWM
30
Scissortail Wealth Management
Oklahoma
$9.6M +$153K +6,851 +2%
E3F
31
Eight 31 Financial
Texas
$9.05M +$1.29M +57,729 +17%
Ameriprise
32
Ameriprise
Minnesota
$8.29M +$3.43M +153,700 +71%
SCA
33
Snowden Capital Advisors
New York
$8.26M +$143K +6,398 +2%
SWM
34
Shelton Wealth Management
Texas
$8.17M +$563K +25,228 +7%
NA
35
NewEdge Advisors
Louisiana
$7.24M -$21.1M -943,315 -74%
Osaic Holdings
36
Osaic Holdings
Arizona
$6.92M +$769K +34,462 +13%
TAM
37
Titleist Asset Management
Texas
$6.69M +$140K +6,266 +2%
CTC
38
Central Trust Company
Missouri
$6.67M +$117K +5,254 +2%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.25M +$1.64M +73,423 +36%
MCM
40
MV Capital Management
Maryland
$6.23M +$594K +26,612 +11%
DADC
41
D.A. Davidson & Co
Montana
$6.23M +$394K +17,652 +7%
NG
42
Northstar Group
New York
$6.04M +$572K +25,637 +10%
PAS
43
Park Avenue Securities
New York
$5.37M +$219K +9,823 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$5.31M +$1.18M +52,785 +29%
PA
45
Pineridge Advisors
Missouri
$5.3M -$615K -27,549 -10%
SB
46
Strategic Blueprint
Georgia
$5.29M +$2.51M +112,374 +91%
BFO
47
Boston Family Office
Massachusetts
$4.79M +$760K +34,061 +19%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.78M +$581K +26,048 +14%
FC
49
FCA Corp
Texas
$4.67M +$72.2K +3,237 +2%
CCP
50
Carmel Capital Partners
California
$4.21M -$1.38M -62,048 -25%