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iShares iBonds Dec 2028 Term Treasury ETF

188 hedge funds and large institutions have $864M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 110 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
PP
126
Prosperity Planning
Missouri
$353K
PB
127
Pinnacle Bancorp
Nebraska
$346K
TWM
128
Trinity Wealth Management
Pennsylvania
$337K
HI
129
Harbour Investments
Wisconsin
$332K
CBT
130
Crews Bank & Trust
Florida
$329K
EW
131
Element Wealth
Mississippi
$329K
SWP
132
Summit Wealth Partners
Florida
$319K
KAS
133
KPP Advisory Services
Kentucky
$309K
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K
AGP
135
Autumn Glory Partners
Texas
$289K
SFC
136
Strategic Financial Concepts
Texas
$280K
EP
137
Essential Planning
New Hampshire
$278K
LWM
138
Liberty Wealth Management
California
$276K
WANY
139
Wealthspire Advisors (New York)
New York
$275K
MWM
140
Modera Wealth Management
New Jersey
$275K
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$274K
ADL
142
Asset Dedication LLC
California
$271K
CWM
143
Connecticut Wealth Management
Connecticut
$265K
CFGA
144
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
145
DecisionMap Wealth Management
Virginia
$261K
UCB
146
United Community Bank
South Carolina
$258K
HFA
147
Highland Financial Advisors
New Jersey
$256K
ECM
148
Exchange Capital Management
Michigan
$250K
PCIA
149
Prime Capital Investment Advisors
Kansas
$248K
YWM
150
Yoder Wealth Management
California
$245K