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iShares iBonds Dec 2028 Term Treasury ETF

202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $870M → $932M (+$62.4M)

6% more funds holding

Funds holding: 190202 (+12)

0.95% more ownership

Funds ownership: 82.48%83.43% (+0.95%)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$419K +$4.11K +184 +1%
KPWS
127
Kestra Private Wealth Services
Texas
$415K +$61K +2,733 +17%
PIM
128
Penobscot Investment Management
Massachusetts
$409K +$408K +18,290 New
SAM
129
Smithbridge Asset Management
Pennsylvania
$403K +$402K +18,000 New
IAA
130
Independent Advisor Alliance
North Carolina
$387K +$150K +6,740 +64%
JCM
131
Jacobi Capital Management
Pennsylvania
$385K +$2.32K +104 +0.6%
HighTower Advisors
132
HighTower Advisors
Illinois
$383K +$27.9K +1,252 +8%
SWMG
133
Signature Wealth Management Group
Georgia
$379K -$135K -6,028 -26%
LIA
134
LBMC Investment Advisors
Tennessee
$371K +$1.99K +89 +0.5%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$369K +$94.4K +4,231 +34%
CBT
136
Crews Bank & Trust
Florida
$369K +$39.1K +1,750 +12%
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$366K +$137K +6,134 +60%
SFB
138
STAR Financial Bank
Indiana
$359K -$1.76M -78,786 -83%
PP
139
Prosperity Planning
Missouri
$353K
KIM
140
Kestra Investment Management
Texas
$349K -$734K -32,893 -68%
PB
141
Pinnacle Bancorp
Nebraska
$347K
SWP
142
Summit Wealth Partners
Florida
$346K +$26.1K +1,168 +8%
TWM
143
Trinity Wealth Management
Pennsylvania
$338K
EW
144
Element Wealth
Mississippi
$330K
EH
145
Equitable Holdings
New York
$328K +$87.4K +3,917 +36%
OCG
146
Opus Capital Group
Ohio
$325K +$324K +14,500 New
CIAS
147
CFS Investment Advisory Services
New Jersey
$312K -$69.6K -3,119 -18%
AGP
148
Autumn Glory Partners
Texas
$305K +$15.9K +714 +6%
KAS
149
KPP Advisory Services
Kentucky
$304K -$5.02K -225 -2%
PJSIMP
150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K +$513 +23 +0.2%