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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
VA
76
Valmark Advisers
Ohio
$1.72M +$141K +6,413 +9%
JSA
77
Jim Saulnier & Associates
Colorado
$1.62M +$36K +1,635 +2%
AC
78
Apella Capital
Connecticut
$1.58M +$1.22M +55,241 +344%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M +$25.3K +1,151 +2%
FFG
80
Foundry Financial Group
New Hampshire
$1.53M +$247K +11,201 +19%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$1.48M +$76.7K +3,482 +6%
LIM
82
Leavell Investment Management
Alabama
$1.41M +$139K +6,328 +11%
ABC
83
Associated Banc-Corp
Wisconsin
$1.32M +$3.57K +162 +0.3%
R
84
Rebalance
California
$1.28M +$1.27M +57,745 New
SB
85
Strategic Blueprint
Georgia
$1.25M +$353K +16,054 +40%
SPC
86
Sigma Planning Corp
Michigan
$1.19M +$1.18M +53,436 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.14M +$4.78K +217 +0.4%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$989K +$978K +44,442 New
CIA
89
Capital Investment Advisors
Georgia
$971K +$71.4K +3,243 +8%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$949K +$530K +24,083 +130%
KTM
91
Keeler Thomas Management
Utah
$916K +$906K +41,160 New
CSP
92
Cary Street Partners
Virginia
$905K +$61.4K +2,787 +7%
CPRC
93
Consolidated Portfolio Review Corp
New York
$891K +$60.8K +2,764 +7%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$865K +$158K +7,194 +23%
MBT
95
Montecito Bank & Trust
California
$860K +$548K +24,870 +180%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$854K +$32.9K +1,494 +4%
GHA
97
Granite Harbor Advisors
Texas
$835K
APW
98
Austin Private Wealth
Texas
$800K +$198 +9 +0%
GS
99
GTS Securities
New York
$759K +$751K +34,122 New
KAS
100
Kestra Advisory Services
Texas
$692K -$31.8K -1,446 -4%