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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.38M +$602K +26,907 +13%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$5.33M +$27.7K +1,238 +0.5%
BW
53
BIP Wealth
Georgia
$5.33M +$5.33M +238,127 New
CGFA
54
Colton Groome Financial Advisors
North Carolina
$5.26M +$5.26M +235,073 New
FC
55
FCA Corp
Texas
$4.91M +$249K +11,111 +5%
GRP
56
Global Retirement Partners
California
$4.75M +$1.16M +51,894 +32%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.61M +$1.52M +67,996 +49%
SWM
58
Stockman Wealth Management
Montana
$4.48M +$379K +16,907 +9%
IA
59
IFP Advisors
Florida
$4.13M +$181K +8,088 +5%
S
60
SignatureFD
Georgia
$3.97M
AC
61
Apella Capital
Connecticut
$3.78M +$1.29M +57,475 +52%
TFS
62
Thoroughbred Financial Services
Tennessee
$3.55M -$73.6K -3,287 -2%
ADL
63
Asset Dedication LLC
California
$3.53M +$2.49M +111,158 +238%
AWP
64
Accretive Wealth Partners
New Jersey
$3.46M +$96.6K +4,315 +3%
CCG
65
Chatham Capital Group
Georgia
$3.23M +$1.9M +84,950 +142%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$3.23M +$3.24M +144,539 New
PGA
67
Portland Global Advisors
Maine
$3.15M +$3.16M +141,011 New
PA
68
Parallel Advisors
California
$3.12M +$116K +5,185 +4%
BAM
69
Belpointe Asset Management
Nevada
$3.12M +$2.54M +113,446 +437%
LIM
70
Leavell Investment Management
Alabama
$3.12M +$835K +37,314 +37%
AF
71
Allworth Financial
California
$3.03M -$156K -6,948 -5%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$2.96M +$2.96M +132,066 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.94M +$258K +11,535 +10%
HCM
74
Howland Capital Management
Massachusetts
$2.81M +$5.96K +266 +0.2%
SA
75
Sanctuary Advisors
Indiana
$2.81M +$272K +12,164 +11%