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iShares iBonds Dec 2028 Term Treasury ETF

250 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

225% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$228M)

8% more funds holding

Funds holding: 232250 (+18)

3.59% more ownership

Funds ownership: 82.37%85.96% (+3.6%)

Holders
250
Holders Change
+18
Holders Change %
+7.76%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
34
Increased
143
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
101
Leo Wealth LLC
Texas
$2.04M -$279K -12,468 -12%
Truist Financial
102
Truist Financial
North Carolina
$2.01M +$42.3K +1,894 +2%
Citadel Advisors
103
Citadel Advisors
Florida
$1.85M +$1.86M +83,223 New
ABC
104
Associated Banc-Corp
Wisconsin
$1.84M -$55.4K -2,477 -3%
MWM
105
Modern Wealth Management
Kansas
$1.81M +$275K +12,311 +18%
VA
106
Valmark Advisers
Ohio
$1.77M -$30.8K -1,377 -2%
SCM
107
SummitPoint Capital Management
Colorado
$1.77M +$1.77M +79,218 New
FFG
108
Foundry Financial Group
New Hampshire
$1.7M -$67.5K -3,022 -4%
CW
109
CreativeOne Wealth
Kansas
$1.6M +$1.21M +54,276 +306%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.46M -$269K -12,051 -16%
KWM
111
KFG Wealth Management
Indiana
$1.46M +$154K +6,876 +12%
Cerity Partners
112
Cerity Partners
New York
$1.35M +$779K +34,873 +135%
MBT
113
Montecito Bank & Trust
California
$1.32M -$35.6K -1,594 -3%
CCM
114
Coldstream Capital Management
Washington
$1.32M +$748K +33,453 +130%
DWA
115
Delta Wealth Advisors
Indiana
$1.19M -$7.6K -340 -0.6%
HWM
116
Horizons Wealth Management
North Carolina
$1.15M +$19.2K +857 +2%
KOMWMG
117
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.14M +$510K +22,823 +81%
Goldman Sachs
118
Goldman Sachs
New York
$1.12M +$333K +14,909 +42%
CIA
119
Compass Ion Advisors
Pennsylvania
$1.11M +$221K +9,881 +25%
Mariner
120
Mariner
Kansas
$1.11M +$4.54K +203 +0.4%
KAS
121
Kestra Advisory Services
Texas
$1.08M -$42.7K -1,909 -4%
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$1.03M
MOS
123
MGO One Seven
Ohio
$1.01M +$663K +29,685 +188%
GHA
124
Granite Harbor Advisors
Texas
$919K +$13.6K +608 +1%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$892K -$525K -23,506 -37%