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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
Financial Engines Advisors
51
Financial Engines Advisors
California
$4.13M -$444K -19,876 -10%
SWM
52
Stockman Wealth Management
Montana
$4.1M +$193K +8,640 +5%
R
53
Rebalance
California
$4.01M +$609K +27,291 +18%
S
54
SignatureFD
Georgia
$3.98M +$614K +27,491 +18%
IA
55
IFP Advisors
Florida
$3.95M -$1.13M -50,682 -22%
BlackRock
56
BlackRock
New York
$3.84M -$404K -18,095 -10%
TFS
57
Thoroughbred Financial Services
Tennessee
$3.62M +$668K +29,909 +23%
GRP
58
Global Retirement Partners
California
$3.59M +$2.2M +98,420 +159%
AWP
59
Accretive Wealth Partners
New Jersey
$3.37M +$82.4K +3,694 +3%
AF
60
Allworth Financial
California
$3.19M -$70.1K -3,142 -2%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$3.09M +$316K +14,149 +11%
PA
62
Parallel Advisors
California
$3.01M +$255K +11,436 +9%
Citadel Advisors
63
Citadel Advisors
Florida
$2.98M +$2.06M +92,261 +226%
HCM
64
Howland Capital Management
Massachusetts
$2.81M +$12.7K +568 +0.5%
Goldman Sachs
65
Goldman Sachs
New York
$2.78M -$3.22M -144,265 -54%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.68M +$74.4K +3,334 +3%
TCA
67
Transcend Capital Advisors
New Jersey
$2.65M -$112K -5,000 -4%
KF
68
Krilogy Financial
Missouri
$2.63M -$203K -9,090 -7%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.59M +$2.58M +115,611 New
SA
70
Sanctuary Advisors
Indiana
$2.54M -$61.3K -2,746 -2%
AC
71
Apella Capital
Connecticut
$2.51M +$471K +21,105 +23%
JSA
72
Jim Saulnier & Associates
Colorado
$2.4M +$535K +23,988 +29%
AI
73
Atria Investments
North Carolina
$2.39M +$173K +7,765 +8%
SCM
74
SCS Capital Management
Massachusetts
$2.33M +$4.35K +195 +0.2%
LWL
75
Leo Wealth LLC
Texas
$2.3M -$52.3K -2,345 -2%