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iShares iBonds Dec 2028 Term Treasury ETF

187 hedge funds and large institutions have $863M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
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
PB
126
Pinnacle Bancorp
Nebraska
$346K
TWM
127
Trinity Wealth Management
Pennsylvania
$337K
HI
128
Harbour Investments
Wisconsin
$332K
CBT
129
Crews Bank & Trust
Florida
$329K
EW
130
Element Wealth
Mississippi
$329K
SWP
131
Summit Wealth Partners
Florida
$319K
KAS
132
KPP Advisory Services
Kentucky
$309K
PJSIMP
133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K
AGP
134
Autumn Glory Partners
Texas
$289K
SFC
135
Strategic Financial Concepts
Texas
$280K
EP
136
Essential Planning
New Hampshire
$278K
LWM
137
Liberty Wealth Management
California
$276K
WANY
138
Wealthspire Advisors (New York)
New York
$275K
MWM
139
Modera Wealth Management
New Jersey
$275K
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$274K
ADL
141
Asset Dedication LLC
California
$271K
CWM
142
Connecticut Wealth Management
Connecticut
$265K
CFGA
143
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
144
DecisionMap Wealth Management
Virginia
$261K
UCB
145
United Community Bank
South Carolina
$258K
HFA
146
Highland Financial Advisors
New Jersey
$256K
ECM
147
Exchange Capital Management
Michigan
$250K
PCIA
148
Prime Capital Investment Advisors
Kansas
$248K
YWM
149
Yoder Wealth Management
California
$245K
MFG
150
Merit Financial Group
Georgia
$244K