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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
SWM
51
Stockman Wealth Management
Montana
$3.65M +$309K +14,037 +9%
Goldman Sachs
52
Goldman Sachs
New York
$3.52M +$3.49M +158,370 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.5M -$369K -16,751 -10%
TFS
54
Thoroughbred Financial Services
Tennessee
$3.41M +$596K +27,094 +21%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$3.27M +$944K +42,865 +41%
Stifel Financial
56
Stifel Financial
Missouri
$3.17M -$13.1M -596,068 -81%
AWP
57
Accretive Wealth Partners
New Jersey
$3.06M +$640K +29,052 +27%
KF
58
Krilogy Financial
Missouri
$2.97M +$406K +18,421 +16%
BFO
59
Boston Family Office
Massachusetts
$2.95M +$953K +43,303 +49%
Citadel Advisors
60
Citadel Advisors
Florida
$2.79M +$2.76M +125,467 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$2.61M +$274K +12,456 +12%
HCM
62
Howland Capital Management
Massachusetts
$2.55M +$1.69M +76,714 +202%
SA
63
Sanctuary Advisors
Indiana
$2.5M +$55.5K +2,522 +2%
PA
64
Parallel Advisors
California
$2.43M +$2.37M +107,785 +6,572%
Jane Street
65
Jane Street
New York
$2.41M +$2.39M +108,360 New
LWL
66
Leo Wealth LLC
Texas
$2.37M +$405K +18,397 +21%
SCM
67
SCS Capital Management
Massachusetts
$2.31M -$118K -5,356 -5%
Truist Financial
68
Truist Financial
North Carolina
$2.3M -$113K -5,134 -5%
AI
69
Atria Investments
North Carolina
$2.2M -$136K -6,200 -6%
AF
70
Allworth Financial
California
$2.18M +$44.6K +2,024 +2%
S
71
SignatureFD
Georgia
$2.04M +$890K +40,434 +79%
HFS
72
Hughes Financial Services
Virginia
$2.03M +$2.01M +91,410 New
HF
73
HRT Financial
New York
$1.96M +$1.94M +88,083 New
SFB
74
STAR Financial Bank
Indiana
$1.91M +$26.3K +1,194 +1%
RWP
75
Reliant Wealth Planning
Kentucky
$1.79M -$7.26K -330 -0.4%