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iShares iBonds Dec 2028 Term Treasury ETF

232 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 22

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $932M → $1.15B (+$213M)

15% more funds holding

Funds holding: 202232 (+30)

1.06% less ownership

Funds ownership: 83.43%82.37% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
232
Holders Change
+30
Holders Change %
+14.85%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
49
Increased
138
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTM
101
Keeler Thomas Management
Utah
$1.36M +$13.9K +621 +1%
MBT
102
Montecito Bank & Trust
California
$1.36M +$75.4K +3,370 +6%
KWM
103
KFG Wealth Management
Indiana
$1.31M +$1.05M +47,076 +413%
DWA
104
Delta Wealth Advisors
Indiana
$1.2M +$1.21M +53,830 New
HWM
105
Horizons Wealth Management
North Carolina
$1.13M +$1.06M +47,355 +1,422%
KAS
106
Kestra Advisory Services
Texas
$1.13M +$29.9K +1,337 +3%
Mariner
107
Mariner
Kansas
$1.11M +$213K +9,505 +24%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.06M +$117K +5,219 +12%
Luther King Capital Management (LKCM)
109
Luther King Capital Management (LKCM)
Texas
$994K
GHA
110
Granite Harbor Advisors
Texas
$909K +$41.4K +1,849 +5%
CIA
111
Compass Ion Advisors
Pennsylvania
$891K +$61.2K +2,732 +7%
GI
112
Gradient Investments
Minnesota
$890K +$891K +39,776 New
CSP
113
Cary Street Partners
Virginia
$869K -$53.9K -2,409 -6%
SAM
114
Smithbridge Asset Management
Pennsylvania
$805K +$403K +18,000 +100%
Goldman Sachs
115
Goldman Sachs
New York
$792K -$1.99M -88,836 -71%
APW
116
Austin Private Wealth
Texas
$783K +$3.29K +147 +0.4%
CB
117
Chris Bulman
California
$723K +$723K +32,306 New
SPWM
118
Straight Path Wealth Management
Michigan
$718K +$167K +7,479 +30%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$690K +$690K +30,825 New
HighTower Advisors
120
HighTower Advisors
Illinois
$688K +$306K +13,682 +80%
MFG
121
Mendota Financial Group
Wisconsin
$687K +$8.57K +383 +1%
KOC
122
Koss-Olinger Consulting
Florida
$643K +$131K +5,864 +26%
KOMWMG
123
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$630K +$631K +28,191 New
MWM
124
Modera Wealth Management
New Jersey
$625K +$150K +6,717 +32%
BSTWA
125
Blake Schutter Theil Wealth Advisors
Ohio
$618K +$102K +4,559 +20%