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iShares iBonds Dec 2028 Term Treasury ETF

184 hedge funds and large institutions have $818M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
29
Increased
105
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FW
101
FullCircle Wealth
Texas
$647K 28,942 +15,623 +117%
CIA
102
Compass Ion Advisors
Pennsylvania
$634K 28,472
DSC
103
Duncker Streett & Co
Missouri
$598K 26,855
RFG
104
RFP Financial Group
Georgia
$594K 26,704 +26,704 New
CCM
105
Coldstream Capital Management
Washington
$566K 25,451 +25,451 New
BSTWA
106
Blake Schutter Theil Wealth Advisors
Ohio
$538K 24,191 +2,277 +10%
GSAM
107
Grant Street Asset Management
Pennsylvania
$519K 23,328 +149 +0.6%
SWMG
108
Signature Wealth Management Group
Georgia
$518K 23,266 +5,294 +29%
KOC
109
Koss-Olinger Consulting
Florida
$508K 22,829 +5,429 +31%
Cerity Partners
110
Cerity Partners
New York
$471K 21,150 +93 +0.4%
SPWM
111
Straight Path Wealth Management
Michigan
$467K 20,994 -234 -1%
Creative Planning
112
Creative Planning
Kansas
$466K 20,936 +2,620 +14%
WAS
113
Wealth Advisory Solutions
Indiana
$447K 20,088 +20,088 New
BC
114
Barrett & Company
Rhode Island
$433K 19,465 +4,600 +31%
EW
115
Evexia Wealth
Wisconsin
$428K 19,287 +382 +2%
MCM
116
MAI Capital Management
Ohio
$409K 18,360 +118 +0.6%
HBT
117
Heartland Bank & Trust
Illinois
$397K 17,835
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$382K 17,407
CIAS
119
CFS Investment Advisory Services
New Jersey
$377K 16,939 +3,912 +30%
JCM
120
Jacobi Capital Management
Pennsylvania
$357K 16,061 +9 +0.1%
PB
121
Pinnacle Bancorp
Nebraska
$345K 15,492 +1,365 +10%
PP
122
Prosperity Planning
Missouri
TWM
123
Trinity Wealth Management
Pennsylvania
$335K 15,078
CBT
124
Crews Bank & Trust
Florida
$318K 14,275 +1,070 +8%
MML Investors Services
125
MML Investors Services
Massachusetts
$310K 13,951 -276 -2%