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iShares iBonds Dec 2028 Term Treasury ETF

202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $870M → $932M (+$62.4M)

6% more funds holding

Funds holding: 190202 (+12)

0.95% more ownership

Funds ownership: 82.48%83.43% (+0.95%)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$835K +$833K +37,300 New
CIA
102
Compass Ion Advisors
Pennsylvania
$831K +$1.03K +46 +0.1%
APW
103
Austin Private Wealth
Texas
$780K -$126K -5,645 -14%
MFG
104
Mendota Financial Group
Wisconsin
$679K +$677K +30,342 New
FW
105
FullCircle Wealth
Texas
$637K -$10.1K -454 -2%
BAM
106
Belpointe Asset Management
Nevada
$581K +$97.4K +4,363 +20%
CCM
107
Coldstream Capital Management
Washington
$576K +$6.34K +284 +1%
DSC
108
Duncker Streett & Co
Missouri
$566K -$35K -1,567 -6%
SPWM
109
Straight Path Wealth Management
Michigan
$552K +$53.2K +2,383 +11%
RFG
110
RFP Financial Group
Georgia
$538K -$126K -5,647 -19%
BC
111
Barrett & Company
Rhode Island
$536K +$54.1K +2,425 +11%
GSAM
112
Grant Street Asset Management
Pennsylvania
$533K +$5.22K +234 +1%
EW
113
Evexia Wealth
Wisconsin
$526K +$28.2K +1,264 +6%
BSTWA
114
Blake Schutter Theil Wealth Advisors
Ohio
$517K -$24.9K -1,115 -5%
KOC
115
Koss-Olinger Consulting
Florida
$512K
Creative Planning
116
Creative Planning
Kansas
$510K +$41.5K +1,861 +9%
HI
117
Harbour Investments
Wisconsin
$506K +$173K +7,737 +52%
Cerity Partners
118
Cerity Partners
New York
$491K +$19.7K +882 +4%
WAS
119
Wealth Advisory Solutions
Indiana
$484K +$20.4K +914 +4%
MWM
120
Modera Wealth Management
New Jersey
$476K +$200K +8,949 +73%
BMCM
121
Black Maple Capital Management
Wisconsin
$448K +$223K +10,000 +100%
T
122
Tableaux
Massachusetts
$437K +$30.9K +1,384 +8%
AQR Capital Management
123
AQR Capital Management
Connecticut
$433K +$432K +19,365 New
HBT
124
Heartland Bank & Trust
Illinois
$430K +$30.7K +1,374 +8%
PS
125
Principal Securities
Iowa
$425K +$1.47K +66 +0.3%