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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
LF
76
Lantz Financial
Illinois
$2.66M +$2.67M +119,081 New
CIA
77
Capital Investment Advisors
Georgia
$2.63M +$1.45M +64,968 +123%
JSA
78
Jim Saulnier & Associates
Colorado
$2.59M +$196K +8,769 +8%
TCA
79
Transcend Capital Advisors
New Jersey
$2.58M -$67.2K -3,000 -3%
SCM
80
SCS Capital Management
Massachusetts
$2.54M +$206K +9,193 +9%
AI
81
Atria Investments
North Carolina
$2.5M +$113K +5,067 +5%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$2.45M +$1.37M +61,296 +127%
PIM
83
Penobscot Investment Management
Massachusetts
$2.42M +$2.01M +90,000 +492%
PAS
84
Park Avenue Securities
New York
$2.39M -$2.98M -133,170 -55%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$2.34M +$1.17M +52,072 +99%
LWL
86
Leo Wealth LLC
Texas
$2.32M +$28.6K +1,277 +1%
TRCT
87
Tower Research Capital (TRC)
New York
$2.31M +$1.48M +66,075 +177%
HFS
88
Hughes Financial Services
Virginia
$2.21M -$9.02K -403 -0.4%
EP
89
Essential Planning
New Hampshire
$2.14M +$1.86M +83,105 +665%
GAM
90
Gould Asset Management
California
$2.1M +$2.1M +94,005 New
RWP
91
Reliant Wealth Planning
Kentucky
$2.05M +$13.8K +616 +0.7%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$2.03M -$17.6M -784,527 -90%
Truist Financial
93
Truist Financial
North Carolina
$1.97M -$198K -8,824 -9%
ABC
94
Associated Banc-Corp
Wisconsin
$1.9M +$98.2K +4,385 +5%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.83M +$477K +21,310 +35%
VA
96
Valmark Advisers
Ohio
$1.81M +$202K +9,032 +13%
FFG
97
Foundry Financial Group
New Hampshire
$1.77M +$103K +4,587 +6%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.73M +$229K +10,227 +15%
MWM
99
Modern Wealth Management
Kansas
$1.54M +$1.54M +68,981 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.42M -$1.17M -52,064 -45%