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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
KF
26
Krilogy Financial
Missouri
$12.8M +$10.2M +454,790 +385%
Stifel Financial
27
Stifel Financial
Missouri
$12.4M +$1.24M +55,196 +11%
LPT
28
Legacy Private Trust
Wisconsin
$12.3M +$973K +43,461 +9%
SPIA
29
Steward Partners Investment Advisory
New York
$12M +$1.92M +85,594 +19%
TC
30
Trust Company
Kansas
$11.3M -$50.4K -2,252 -0.4%
Ameriprise
31
Ameriprise
Minnesota
$10.8M +$2.54M +113,263 +31%
WMS
32
Wealth Management Strategies
Pennsylvania
$10.2M +$506K +22,579 +5%
SWM
33
Scissortail Wealth Management
Oklahoma
$10.1M +$503K +22,453 +5%
E3F
34
Eight 31 Financial
Texas
$9.5M +$460K +20,546 +5%
PA
35
Probity Advisors
Texas
$9.43M -$1.25M -55,787 -12%
SWM
36
Shelton Wealth Management
Texas
$8.71M +$549K +24,539 +7%
SCA
37
Snowden Capital Advisors
New York
$8.61M +$352K +15,722 +4%
Osaic Holdings
38
Osaic Holdings
Arizona
$7.8M +$892K +39,845 +13%
NA
39
NewEdge Advisors
Louisiana
$7.51M +$277K +12,369 +4%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.94M +$695K +31,023 +11%
TAM
41
Titleist Asset Management
Texas
$6.73M +$51.1K +2,282 +0.8%
NG
42
Northstar Group
New York
$6.73M +$694K +31,018 +11%
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.68M +$2.56M +114,353 +62%
MCM
44
MV Capital Management
Maryland
$6.64M +$420K +18,741 +7%
DADC
45
D.A. Davidson & Co
Montana
$6.56M +$342K +15,278 +5%
BlackRock
46
BlackRock
New York
$6.36M +$2.53M +112,925 +66%
CTC
47
Central Trust Company
Missouri
$6.12M -$539K -24,079 -8%
CCP
48
Carmel Capital Partners
California
$6.04M +$1.83M +81,679 +43%
R
49
Rebalance
California
$5.92M +$1.92M +85,759 +48%
BFO
50
Boston Family Office
Massachusetts
$5.63M +$838K +37,430 +17%