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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
CFA
76
Collaborative Fund Advisors
Nevada
$3.21M +$3.22M +143,997 New
PA
77
Parallel Advisors
California
$3.18M +$75.8K +3,391 +2%
HCM
78
Howland Capital Management
Massachusetts
$3.11M +$310K +13,865 +11%
CP
79
Cornerstone Planning
North Carolina
$3.04M +$3.05M +136,349 New
AF
80
Allworth Financial
California
$3.03M +$8.05K +360 +0.3%
LF
81
Lantz Financial
Illinois
$3M +$351K +15,715 +13%
SCM
82
SCS Capital Management
Massachusetts
$2.93M +$402K +18,005 +16%
SA
83
Sanctuary Advisors
Indiana
$2.91M +$104K +4,668 +4%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$2.83M +$390K +17,466 +16%
JSA
85
Jim Saulnier & Associates
Colorado
$2.82M +$244K +10,908 +9%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$2.75M -$175K -7,833 -6%
MPPLM
87
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.65M +$826K +36,944 +45%
CIA
88
Capital Investment Advisors
Georgia
$2.6M -$28.3K -1,267 -1%
AI
89
Atria Investments
North Carolina
$2.57M +$75.5K +3,379 +3%
PAS
90
Park Avenue Securities
New York
$2.51M +$130K +5,803 +5%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$2.46M +$1.4M +62,785 +132%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.41M +$85.3K +3,817 +4%
PIM
93
Penobscot Investment Management
Massachusetts
$2.37M -$40.8K -1,825 -2%
TCA
94
Transcend Capital Advisors
New Jersey
$2.37M -$210K -9,400 -8%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$2.29M -$651K -29,146 -22%
HFS
96
Hughes Financial Services
Virginia
$2.23M +$27.4K +1,226 +1%
GAM
97
Gould Asset Management
California
$2.1M +$7.26K +325 +0.3%
TC
98
TFR Capital
Texas
$2.06M +$1.7M +76,177 +465%
RWP
99
Reliant Wealth Planning
Kentucky
$2.06M +$15K +670 +0.7%
EP
100
Essential Planning
New Hampshire
$2.06M -$75.1K -3,358 -4%