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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
CCP
51
Carmel Capital Partners
California
$6.49M +$474K +21,221 +8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$6.4M +$1.05M +46,768 +19%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$6.35M +$1.76M +78,867 +38%
CTC
54
Central Trust Company
Missouri
$6.34M +$240K +10,727 +4%
OFA
55
Oak Family Advisors
Illinois
$6.11M +$6.13M +274,078 New
R
56
Rebalance
California
$5.98M +$77.5K +3,466 +1%
BFO
57
Boston Family Office
Massachusetts
$5.93M +$320K +14,330 +6%
PA
58
Probity Advisors
Texas
$5.74M -$3.66M -163,760 -39%
IAA
59
Independent Advisor Alliance
North Carolina
$5.3M +$4.91M +219,667 +1,201%
BW
60
BIP Wealth
Georgia
$5.12M -$183K -8,173 -3%
FC
61
FCA Corp
Texas
$5M +$101K +4,536 +2%
SWM
62
Stockman Wealth Management
Montana
$4.97M +$512K +22,888 +11%
CGFA
63
Colton Groome Financial Advisors
North Carolina
$4.73M -$513K -22,961 -10%
ADL
64
Asset Dedication LLC
California
$4.64M +$1.13M +50,564 +32%
AC
65
Apella Capital
Connecticut
$4.34M +$574K +25,688 +15%
IA
66
IFP Advisors
Florida
$4.17M +$55.6K +2,489 +1%
LIM
67
Leavell Investment Management
Alabama
$3.97M +$863K +38,600 +28%
S
68
SignatureFD
Georgia
$3.85M -$103K -4,627 -3%
AWP
69
Accretive Wealth Partners
New Jersey
$3.62M +$174K +7,771 +5%
PGA
70
Portland Global Advisors
Maine
$3.61M +$473K +21,151 +15%
TFS
71
Thoroughbred Financial Services
Tennessee
$3.59M +$59.3K +2,655 +2%
BAM
72
Belpointe Asset Management
Nevada
$3.58M +$478K +21,374 +15%
OPA
73
Old Port Advisors
Maine
$3.41M +$3.12M +139,506 +1,033%
CCG
74
Chatham Capital Group
Georgia
$3.3M +$75.2K +3,365 +2%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$3.28M +$60.1K +2,687 +2%