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iShares iBonds Dec 2028 Term Treasury ETF

187 hedge funds and large institutions have $863M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$697K
RFG
102
RFP Financial Group
Georgia
$664K
FW
103
FullCircle Wealth
Texas
$646K
DSC
104
Duncker Streett & Co
Missouri
$600K
CCM
105
Coldstream Capital Management
Washington
$569K
BSTWA
106
Blake Schutter Theil Wealth Advisors
Ohio
$541K
GSAM
107
Grant Street Asset Management
Pennsylvania
$527K
SWMG
108
Signature Wealth Management Group
Georgia
$513K
KOC
109
Koss-Olinger Consulting
Florida
$512K
SPWM
110
Straight Path Wealth Management
Michigan
$498K
EW
111
Evexia Wealth
Wisconsin
$493K
BAM
112
Belpointe Asset Management
Nevada
$483K
BC
113
Barrett & Company
Rhode Island
$481K
Cerity Partners
114
Cerity Partners
New York
$471K
Creative Planning
115
Creative Planning
Kansas
$468K
WAS
116
Wealth Advisory Solutions
Indiana
$463K
PS
117
Principal Securities
Iowa
$423K
MCM
118
MAI Capital Management
Ohio
$415K
HBT
119
Heartland Bank & Trust
Illinois
$399K
JCM
120
Jacobi Capital Management
Pennsylvania
$383K
CIAS
121
CFS Investment Advisory Services
New Jersey
$380K
LIA
122
LBMC Investment Advisors
Tennessee
$368K
HighTower Advisors
123
HighTower Advisors
Illinois
$354K
KPWS
124
Kestra Private Wealth Services
Texas
$354K
PP
125
Prosperity Planning
Missouri
$353K