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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
LIM
76
Leavell Investment Management
Alabama
$2.29M +$334K +14,974 +17%
HFS
77
Hughes Financial Services
Virginia
$2.22M +$92.7K +4,152 +4%
Truist Financial
78
Truist Financial
North Carolina
$2.17M -$57.1K -2,558 -3%
RWP
79
Reliant Wealth Planning
Kentucky
$2.04M
ABC
80
Associated Banc-Corp
Wisconsin
$1.81M +$136K +6,071 +8%
HPC
81
HM Payson & Co
Maine
$1.77M +$354K +15,849 +25%
FFG
82
Foundry Financial Group
New Hampshire
$1.67M +$279K +12,518 +20%
VA
83
Valmark Advisers
Ohio
$1.61M -$382K -17,098 -19%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58M +$18.4K +824 +1%
MML Investors Services
85
MML Investors Services
Massachusetts
$1.51M +$284K +12,728 +23%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$422K +18,929 +43%
MPPLM
87
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.36M +$222K +9,962 +20%
KTM
88
Keeler Thomas Management
Utah
$1.35M +$31.6K +1,417 +2%
CCG
89
Chatham Capital Group
Georgia
$1.34M +$1.33M +59,650 New
MBT
90
Montecito Bank & Trust
California
$1.29M +$1.29M +57,596 New
CIA
91
Capital Investment Advisors
Georgia
$1.18M +$10.2K +458 +0.9%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$1.17M +$16K +717 +1%
KAS
93
Kestra Advisory Services
Texas
$1.1M +$400K +17,943 +58%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.08M +$1.08M +48,390 New
ADL
95
Asset Dedication LLC
California
$1.04M +$770K +34,504 +284%
CPRC
96
Consolidated Portfolio Review Corp
New York
$1.02M +$55.1K +2,468 +6%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$949K +$18.3K +819 +2%
CSP
98
Cary Street Partners
Virginia
$923K -$15K -674 -2%
Mariner
99
Mariner
Kansas
$895K
GHA
100
Granite Harbor Advisors
Texas
$869K +$11.4K +513 +1%