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iShares iBonds Dec 2028 Term Treasury ETF

184 hedge funds and large institutions have $818M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
29
Increased
105
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JSA
76
Jim Saulnier & Associates
Colorado
$1.62M 72,651 +1,635 +2%
AC
77
Apella Capital
Connecticut
$1.58M 71,313 +55,241 +344%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M 69,172 +1,151 +2%
FFG
79
Foundry Financial Group
New Hampshire
$1.53M 68,729 +11,201 +19%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.48M 66,390 +3,482 +6%
LIM
81
Leavell Investment Management
Alabama
$1.41M 63,374 +6,328 +11%
ABC
82
Associated Banc-Corp
Wisconsin
$1.32M 59,290 +162 +0.3%
R
83
Rebalance
California
$1.28M 57,745 +57,745 New
SB
84
Strategic Blueprint
Georgia
$1.25M 56,306 +16,054 +40%
SPC
85
Sigma Planning Corp
Michigan
$1.19M 53,436 +53,436 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.14M 51,380 +217 +0.4%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$989K 44,442 +44,442 New
CIA
88
Capital Investment Advisors
Georgia
$971K 43,662 +3,243 +8%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$949K 42,665 +24,083 +130%
KTM
90
Keeler Thomas Management
Utah
$916K 41,160 +41,160 New
CSP
91
Cary Street Partners
Virginia
$905K 40,656 +2,787 +7%
CPRC
92
Consolidated Portfolio Review Corp
New York
$891K 40,066 +2,764 +7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$865K 38,866 +7,194 +23%
MBT
94
Montecito Bank & Trust
California
$860K 38,664 +24,870 +180%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$854K 38,377 +1,494 +4%
GHA
96
Granite Harbor Advisors
Texas
$835K 37,547
APW
97
Austin Private Wealth
Texas
$800K 35,967 +9 +0%
GS
98
GTS Securities
New York
$759K 34,122 +34,122 New
KAS
99
Kestra Advisory Services
Texas
$692K 31,084 -1,446 -4%
KIM
100
Kestra Investment Management
Texas
$692K 31,080 +24,017 +340%