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iShares iBonds Dec 2028 Term Treasury ETF

231 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 48 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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

Top Buyers

1 +$30.7M
2 +$27.2M
3 +$14.4M
4
HPC
HM Payson & Co
Maine
+$12.1M
5
Wells Fargo
Wells Fargo
California
+$10.3M

Top Sellers

1 -$17.6M
2 -$5.29M
3 -$2.98M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
5
Goldman Sachs
Goldman Sachs
New York
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
KTM
101
Keeler Thomas Management
Utah
$1.36M
MBT
102
Montecito Bank & Trust
California
$1.36M
KWM
103
KFG Wealth Management
Indiana
$1.31M
DWA
104
Delta Wealth Advisors
Indiana
$1.2M
HWM
105
Horizons Wealth Management
North Carolina
$1.13M
KAS
106
Kestra Advisory Services
Texas
$1.13M
Mariner
107
Mariner
Kansas
$1.11M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.06M
Luther King Capital Management (LKCM)
109
Luther King Capital Management (LKCM)
Texas
$994K
GHA
110
Granite Harbor Advisors
Texas
$909K
CIA
111
Compass Ion Advisors
Pennsylvania
$891K
GI
112
Gradient Investments
Minnesota
$890K
CSP
113
Cary Street Partners
Virginia
$869K
SAM
114
Smithbridge Asset Management
Pennsylvania
$805K
Goldman Sachs
115
Goldman Sachs
New York
$792K
APW
116
Austin Private Wealth
Texas
$783K
CB
117
Chris Bulman
California
$723K
SPWM
118
Straight Path Wealth Management
Michigan
$718K
CIBC World Market
119
CIBC World Market
Ontario, Canada
$690K
HighTower Advisors
120
HighTower Advisors
Illinois
$688K
MFG
121
Mendota Financial Group
Wisconsin
$687K
KOC
122
Koss-Olinger Consulting
Florida
$643K
KOMWMG
123
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$630K
MWM
124
Modera Wealth Management
New Jersey
$625K
BSTWA
125
Blake Schutter Theil Wealth Advisors
Ohio
$618K