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iShares iBonds Dec 2028 Term Treasury ETF

185 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 18 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
18
Increased
109
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$697K 31,190 +106 +0.3%
RFG
102
RFP Financial Group
Georgia
$664K 29,674 +2,970 +11%
FW
103
FullCircle Wealth
Texas
$646K 28,942
DSC
104
Duncker Streett & Co
Missouri
$600K 26,855
CCM
105
Coldstream Capital Management
Washington
$569K 25,451
BSTWA
106
Blake Schutter Theil Wealth Advisors
Ohio
$541K 24,191
GSAM
107
Grant Street Asset Management
Pennsylvania
$527K 23,562 +234 +1%
SWMG
108
Signature Wealth Management Group
Georgia
$513K 22,943 -323 -1%
KOC
109
Koss-Olinger Consulting
Florida
$512K 22,903 +74 +0.3%
SPWM
110
Straight Path Wealth Management
Michigan
$498K 22,260 +1,266 +6%
EW
111
Evexia Wealth
Wisconsin
$493K 22,183 +2,896 +15%
BAM
112
Belpointe Asset Management
Nevada
$483K 21,610 +21,610 New
BC
113
Barrett & Company
Rhode Island
$481K 21,503 +2,038 +10%
Cerity Partners
114
Cerity Partners
New York
$471K 21,057 -93 -0.4%
Creative Planning
115
Creative Planning
Kansas
$468K 20,936
WAS
116
Wealth Advisory Solutions
Indiana
$463K 20,716 +628 +3%
PS
117
Principal Securities
Iowa
$423K 18,914 +5,501 +41%
MCM
118
MAI Capital Management
Ohio
$415K 18,544 +184 +1%
HBT
119
Heartland Bank & Trust
Illinois
$399K 17,835
JCM
120
Jacobi Capital Management
Pennsylvania
$383K 17,107 +1,046 +7%
CIAS
121
CFS Investment Advisory Services
New Jersey
$380K 17,004 +65 +0.4%
LIA
122
LBMC Investment Advisors
Tennessee
$368K 16,480 +5,929 +56%
HighTower Advisors
123
HighTower Advisors
Illinois
$354K 15,850 +2,706 +21%
KPWS
124
Kestra Private Wealth Services
Texas
$354K 15,820 +15,820 New
PP
125
Prosperity Planning
Missouri