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iShares iBonds Dec 2028 Term Treasury ETF

185 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
KAS
126
KPP Advisory Services
Kentucky
$307K
PS
127
Principal Securities
Iowa
$294K
HighTower Advisors
128
HighTower Advisors
Illinois
$292K
AGP
129
Autumn Glory Partners
Texas
$287K
T
130
Tableaux
Massachusetts
$286K
HI
131
Harbour Investments
Wisconsin
$279K
SFC
132
Strategic Financial Concepts
Texas
$279K
EP
133
Essential Planning
New Hampshire
$275K
CFGA
134
Cambridge Financial Group (Arizona)
Arizona
$260K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$259K
PCA
136
Prosperity Capital Advisors
Ohio
$258K
UCB
137
United Community Bank
South Carolina
$256K
HFA
138
Highland Financial Advisors
New Jersey
$254K
EW
139
Element Wealth
Mississippi
$245K
YWM
140
Yoder Wealth Management
California
$244K
IAA
141
Independent Advisor Alliance
North Carolina
$243K
LIA
142
LBMC Investment Advisors
Tennessee
$235K
PWA
143
Physician Wealth Advisors
Utah
$231K
SF
144
Safeguard Financial
Wisconsin
$220K
BWM
145
BCS Wealth Management
Tennessee
$219K
SWP
146
Summit Wealth Partners
Florida
$217K
BFG
147
Berger Financial Group
Minnesota
$214K
4WM
148
4J Wealth Management
Virginia
$212K
ADL
149
Asset Dedication LLC
California
$206K
EH
150
Equitable Holdings
New York
$206K