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iShares iBonds Dec 2028 Term Treasury ETF

250 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

225% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$228M)

8% more funds holding

Funds holding: 232250 (+18)

3.59% more ownership

Funds ownership: 82.37%85.96% (+3.6%)

Holders
250
Holders Change
+18
Holders Change %
+7.76%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
34
Increased
143
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$870K +$314K +14,039 +56%
GI
127
Gradient Investments
Minnesota
$848K -$38.6K -1,727 -4%
CSP
128
Cary Street Partners
Virginia
$843K -$22.4K -1,002 -3%
GDP
129
Great Diamond Partners
Maine
$813K +$422K +18,865 +107%
DSC
130
Duncker Streett & Co
Missouri
$810K +$248K +11,078 +44%
LIA
131
LBMC Investment Advisors
Tennessee
$742K +$201K +9,005 +37%
WANY
132
Wealthspire Advisors (New York)
New York
$729K +$369K +16,529 +102%
HI
133
Harbour Investments
Wisconsin
$714K +$103K +4,587 +17%
SPWM
134
Straight Path Wealth Management
Michigan
$701K -$14.6K -653 -2%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$692K +$5.25K +235 +0.8%
MFG
136
Mendota Financial Group
Wisconsin
$689K +$4.11K +184 +0.6%
PP
137
Prosperity Planning
Missouri
$676K
SWA
138
Stratos Wealth Advisors
Ohio
$663K +$665K +29,740 New
HighTower Advisors
139
HighTower Advisors
Illinois
$657K -$29.3K -1,311 -4%
KOC
140
Koss-Olinger Consulting
Florida
$642K +$1.21K +54 +0.2%
KTM
141
Keeler Thomas Management
Utah
$638K -$724K -32,371 -53%
T
142
Tableaux
Massachusetts
$636K +$187K +8,375 +42%
CB
143
Chris Bulman
California
$627K -$93.4K -4,179 -13%
BC
144
Barrett & Company
Rhode Island
$626K +$22.4K +1,000 +4%
MWM
145
Modera Wealth Management
New Jersey
$623K
BSTWA
146
Blake Schutter Theil Wealth Advisors
Ohio
$616K
AM
147
Atwater Malick
Pennsylvania
$600K +$602K +26,944 New
EW
148
Element Wealth
Mississippi
$600K +$38.1K +1,705 +7%
MFG
149
Merit Financial Group
Georgia
$591K +$2.57K +115 +0.4%
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$590K +$194K +8,676 +49%