IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

185 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
$647K
CIA
102
Compass Ion Advisors
Pennsylvania
$634K
DSC
103
Duncker Streett & Co
Missouri
$598K
RFG
104
RFP Financial Group
Georgia
$594K
CCM
105
Coldstream Capital Management
Washington
$566K
BSTWA
106
Blake Schutter Theil Wealth Advisors
Ohio
$538K
GSAM
107
Grant Street Asset Management
Pennsylvania
$519K
SWMG
108
Signature Wealth Management Group
Georgia
$518K
KOC
109
Koss-Olinger Consulting
Florida
$508K
Cerity Partners
110
Cerity Partners
New York
$471K
SPWM
111
Straight Path Wealth Management
Michigan
$467K
Creative Planning
112
Creative Planning
Kansas
$466K
WAS
113
Wealth Advisory Solutions
Indiana
$447K
BC
114
Barrett & Company
Rhode Island
$433K
EW
115
Evexia Wealth
Wisconsin
$428K
MCM
116
MAI Capital Management
Ohio
$409K
HBT
117
Heartland Bank & Trust
Illinois
$397K
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$382K
CIAS
119
CFS Investment Advisory Services
New Jersey
$377K
JCM
120
Jacobi Capital Management
Pennsylvania
$357K
PB
121
Pinnacle Bancorp
Nebraska
$345K
PP
122
Prosperity Planning
Missouri
$339K
TWM
123
Trinity Wealth Management
Pennsylvania
$335K
CBT
124
Crews Bank & Trust
Florida
$318K
MML Investors Services
125
MML Investors Services
Massachusetts
$310K