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iShares iBonds Dec 2028 Term Treasury ETF

197 hedge funds and large institutions have $916M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 117 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
FW
101
FullCircle Wealth
Texas
$637K
BAM
102
Belpointe Asset Management
Nevada
$581K
CCM
103
Coldstream Capital Management
Washington
$576K
DSC
104
Duncker Streett & Co
Missouri
$566K
SPWM
105
Straight Path Wealth Management
Michigan
$552K
RFG
106
RFP Financial Group
Georgia
$538K
BC
107
Barrett & Company
Rhode Island
$536K
GSAM
108
Grant Street Asset Management
Pennsylvania
$533K
EW
109
Evexia Wealth
Wisconsin
$526K
BSTWA
110
Blake Schutter Theil Wealth Advisors
Ohio
$517K
KOC
111
Koss-Olinger Consulting
Florida
$512K
Creative Planning
112
Creative Planning
Kansas
$510K
HI
113
Harbour Investments
Wisconsin
$506K
Cerity Partners
114
Cerity Partners
New York
$491K
WAS
115
Wealth Advisory Solutions
Indiana
$484K
MWM
116
Modera Wealth Management
New Jersey
$476K
BMCM
117
Black Maple Capital Management
Wisconsin
$448K
T
118
Tableaux
Massachusetts
$437K
AQR Capital Management
119
AQR Capital Management
Connecticut
$433K
HBT
120
Heartland Bank & Trust
Illinois
$430K
PS
121
Principal Securities
Iowa
$425K
MCM
122
MAI Capital Management
Ohio
$419K
KPWS
123
Kestra Private Wealth Services
Texas
$415K
PIM
124
Penobscot Investment Management
Massachusetts
$409K
SAM
125
Smithbridge Asset Management
Pennsylvania
$403K