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iShares iBonds Dec 2028 Term Treasury ETF

197 hedge funds and large institutions have $916M 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, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
IAA
126
Independent Advisor Alliance
North Carolina
$387K
JCM
127
Jacobi Capital Management
Pennsylvania
$385K
HighTower Advisors
128
HighTower Advisors
Illinois
$383K
SWMG
129
Signature Wealth Management Group
Georgia
$379K
LIA
130
LBMC Investment Advisors
Tennessee
$371K
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$369K
CBT
132
Crews Bank & Trust
Florida
$369K
WFMPM
133
Woodley Farra Manion Portfolio Management
Indiana
$366K
SFB
134
STAR Financial Bank
Indiana
$359K
PP
135
Prosperity Planning
Missouri
$353K
KIM
136
Kestra Investment Management
Texas
$349K
PB
137
Pinnacle Bancorp
Nebraska
$347K
SWP
138
Summit Wealth Partners
Florida
$346K
TWM
139
Trinity Wealth Management
Pennsylvania
$338K
EW
140
Element Wealth
Mississippi
$330K
EH
141
Equitable Holdings
New York
$328K
OCG
142
Opus Capital Group
Ohio
$325K
CIAS
143
CFS Investment Advisory Services
New Jersey
$312K
AGP
144
Autumn Glory Partners
Texas
$305K
KAS
145
KPP Advisory Services
Kentucky
$304K
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K
WANY
147
Wealthspire Advisors (New York)
New York
$291K
PCIA
148
Prime Capital Investment Advisors
Kansas
$282K
SFC
149
Strategic Financial Concepts
Texas
$280K
EP
150
Essential Planning
New Hampshire
$280K