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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$310K -$6.08K -276 -2%
KAS
127
KPP Advisory Services
Kentucky
$307K
PS
128
Principal Securities
Iowa
$294K
HighTower Advisors
129
HighTower Advisors
Illinois
$292K -$621K -28,228 -68%
AGP
130
Autumn Glory Partners
Texas
$287K
T
131
Tableaux
Massachusetts
$286K +$283K +12,850 New
HI
132
Harbour Investments
Wisconsin
$279K +$252K +11,426 +1,008%
SFC
133
Strategic Financial Concepts
Texas
$279K +$3.85K +175 +1%
EP
134
Essential Planning
New Hampshire
$275K -$10.7M -487,663 -98%
CFGA
135
Cambridge Financial Group (Arizona)
Arizona
$260K +$14K +636 +6%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$259K +$31.8K +1,444 +14%
PCA
137
Prosperity Capital Advisors
Ohio
$258K -$8.65K -393 -3%
UCB
138
United Community Bank
South Carolina
$256K +$254K +11,520 New
HFA
139
Highland Financial Advisors
New Jersey
$254K
EW
140
Element Wealth
Mississippi
$245K +$35.2K +1,600 +17%
YWM
141
Yoder Wealth Management
California
$244K
IAA
142
Independent Advisor Alliance
North Carolina
$243K -$157K -7,111 -39%
LIA
143
LBMC Investment Advisors
Tennessee
$235K +$594 +27 +0.3%
PWA
144
Physician Wealth Advisors
Utah
$231K +$91K +4,132 +66%
SF
145
Safeguard Financial
Wisconsin
$220K +$396 +18 +0.2%
BWM
146
BCS Wealth Management
Tennessee
$219K
SWP
147
Summit Wealth Partners
Florida
$217K +$215K +9,771 New
BFG
148
Berger Financial Group
Minnesota
$214K
4WM
149
4J Wealth Management
Virginia
$212K +$210K +9,533 New
ADL
150
Asset Dedication LLC
California
$206K +$68.5K +3,112 +51%