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iShares iBonds Dec 2028 Term Treasury ETF

184 hedge funds and large institutions have $818M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
29
Increased
105
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
126
KPP Advisory Services
Kentucky
$307K 13,800
PS
127
Principal Securities
Iowa
$294K 13,413
HighTower Advisors
128
HighTower Advisors
Illinois
$292K 13,144 -28,228 -68%
AGP
129
Autumn Glory Partners
Texas
$287K 12,888
T
130
Tableaux
Massachusetts
$286K 12,850 +12,850 New
HI
131
Harbour Investments
Wisconsin
$279K 12,560 +11,426 +1,008%
SFC
132
Strategic Financial Concepts
Texas
$279K 12,525 +175 +1%
EP
133
Essential Planning
New Hampshire
$275K 12,344 -487,663 -98%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$259K 11,639 +1,444 +14%
PCA
135
Prosperity Capital Advisors
Ohio
$258K 11,637 -393 -3%
UCB
136
United Community Bank
South Carolina
$256K 11,520 +11,520 New
HFA
137
Highland Financial Advisors
New Jersey
$254K 11,430
EW
138
Element Wealth
Mississippi
$245K 10,995 +1,600 +17%
YWM
139
Yoder Wealth Management
California
$244K 10,970
IAA
140
Independent Advisor Alliance
North Carolina
$243K 10,923 -7,111 -39%
LIA
141
LBMC Investment Advisors
Tennessee
$235K 10,551 +27 +0.3%
PWA
142
Physician Wealth Advisors
Utah
$231K 10,362 +4,132 +66%
SF
143
Safeguard Financial
Wisconsin
$220K 9,910 +18 +0.2%
BWM
144
BCS Wealth Management
Tennessee
$219K 9,827
SWP
145
Summit Wealth Partners
Florida
$217K 9,771 +9,771 New
BFG
146
Berger Financial Group
Minnesota
$214K 9,601
4WM
147
4J Wealth Management
Virginia
$212K 9,533 +9,533 New
ADL
148
Asset Dedication LLC
California
$206K 9,266 +3,112 +51%
EH
149
Equitable Holdings
New York
$206K 9,259 +9,259 New
KWM
150
KFG Wealth Management
Indiana
$201K 9,023 +9,023 New