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iShares iBonds Dec 2028 Term Treasury ETF

188 hedge funds and large institutions have $864M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 110 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CIA
101
Compass Ion Advisors
Pennsylvania
$829K
KAS
102
Kestra Advisory Services
Texas
$697K
RFG
103
RFP Financial Group
Georgia
$664K
FW
104
FullCircle Wealth
Texas
$646K
DSC
105
Duncker Streett & Co
Missouri
$600K
CCM
106
Coldstream Capital Management
Washington
$569K
BSTWA
107
Blake Schutter Theil Wealth Advisors
Ohio
$541K
GSAM
108
Grant Street Asset Management
Pennsylvania
$527K
SWMG
109
Signature Wealth Management Group
Georgia
$513K
KOC
110
Koss-Olinger Consulting
Florida
$512K
SPWM
111
Straight Path Wealth Management
Michigan
$498K
EW
112
Evexia Wealth
Wisconsin
$493K
BAM
113
Belpointe Asset Management
Nevada
$483K
BC
114
Barrett & Company
Rhode Island
$481K
Cerity Partners
115
Cerity Partners
New York
$471K
Creative Planning
116
Creative Planning
Kansas
$468K
WAS
117
Wealth Advisory Solutions
Indiana
$463K
PS
118
Principal Securities
Iowa
$423K
MCM
119
MAI Capital Management
Ohio
$415K
HBT
120
Heartland Bank & Trust
Illinois
$399K
JCM
121
Jacobi Capital Management
Pennsylvania
$383K
CIAS
122
CFS Investment Advisory Services
New Jersey
$380K
LIA
123
LBMC Investment Advisors
Tennessee
$368K
HighTower Advisors
124
HighTower Advisors
Illinois
$354K
KPWS
125
Kestra Private Wealth Services
Texas
$354K