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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
101
Kestra Investment Management
Texas
$692K +$529K +24,017 +340%
FW
102
FullCircle Wealth
Texas
$647K +$344K +15,623 +117%
CIA
103
Compass Ion Advisors
Pennsylvania
$634K
DSC
104
Duncker Streett & Co
Missouri
$598K
RFG
105
RFP Financial Group
Georgia
$594K +$588K +26,704 New
CCM
106
Coldstream Capital Management
Washington
$566K +$560K +25,451 New
BSTWA
107
Blake Schutter Theil Wealth Advisors
Ohio
$538K +$50.1K +2,277 +10%
GSAM
108
Grant Street Asset Management
Pennsylvania
$519K +$3.28K +149 +0.6%
SWMG
109
Signature Wealth Management Group
Georgia
$518K +$117K +5,294 +29%
KOC
110
Koss-Olinger Consulting
Florida
$508K +$120K +5,429 +31%
Cerity Partners
111
Cerity Partners
New York
$471K +$2.05K +93 +0.4%
SPWM
112
Straight Path Wealth Management
Michigan
$467K -$5.15K -234 -1%
Creative Planning
113
Creative Planning
Kansas
$466K +$57.7K +2,620 +14%
WAS
114
Wealth Advisory Solutions
Indiana
$447K +$442K +20,088 New
BC
115
Barrett & Company
Rhode Island
$433K +$101K +4,600 +31%
EW
116
Evexia Wealth
Wisconsin
$428K +$8.41K +382 +2%
MCM
117
MAI Capital Management
Ohio
$409K +$2.6K +118 +0.6%
HBT
118
Heartland Bank & Trust
Illinois
$397K
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$382K
CIAS
120
CFS Investment Advisory Services
New Jersey
$377K +$86.1K +3,912 +30%
JCM
121
Jacobi Capital Management
Pennsylvania
$357K +$198 +9 +0.1%
PB
122
Pinnacle Bancorp
Nebraska
$345K +$30.1K +1,365 +10%
PP
123
Prosperity Planning
Missouri
$339K
TWM
124
Trinity Wealth Management
Pennsylvania
$335K
CBT
125
Crews Bank & Trust
Florida
$318K +$23.6K +1,070 +8%