IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

201 hedge funds and large institutions have $926M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 117 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
$831K
APW
102
Austin Private Wealth
Texas
$780K
MFG
103
Mendota Financial Group
Wisconsin
$679K
FW
104
FullCircle Wealth
Texas
$637K
BAM
105
Belpointe Asset Management
Nevada
$581K
CCM
106
Coldstream Capital Management
Washington
$576K
DSC
107
Duncker Streett & Co
Missouri
$566K
SPWM
108
Straight Path Wealth Management
Michigan
$552K
RFG
109
RFP Financial Group
Georgia
$538K
BC
110
Barrett & Company
Rhode Island
$536K
GSAM
111
Grant Street Asset Management
Pennsylvania
$533K
EW
112
Evexia Wealth
Wisconsin
$526K
BSTWA
113
Blake Schutter Theil Wealth Advisors
Ohio
$517K
KOC
114
Koss-Olinger Consulting
Florida
$512K
Creative Planning
115
Creative Planning
Kansas
$510K
HI
116
Harbour Investments
Wisconsin
$506K
Cerity Partners
117
Cerity Partners
New York
$491K
WAS
118
Wealth Advisory Solutions
Indiana
$484K
MWM
119
Modera Wealth Management
New Jersey
$476K
BMCM
120
Black Maple Capital Management
Wisconsin
$448K
T
121
Tableaux
Massachusetts
$437K
AQR Capital Management
122
AQR Capital Management
Connecticut
$433K
HBT
123
Heartland Bank & Trust
Illinois
$430K
PS
124
Principal Securities
Iowa
$425K
MCM
125
MAI Capital Management
Ohio
$419K