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iShares iBonds Dec 2028 Term Treasury ETF

232 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 22

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $932M → $1.15B (+$213M)

15% more funds holding

Funds holding: 202232 (+30)

1.06% less ownership

Funds ownership: 83.43%82.37% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
232
Holders Change
+30
Holders Change %
+14.85%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
49
Increased
138
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$615K +$109K +4,884 +22%
BC
127
Barrett & Company
Rhode Island
$606K +$71.2K +3,182 +13%
GC
128
Gilbert & Cook
Iowa
$600K +$600K +26,806 New
MFG
129
Merit Financial Group
Georgia
$590K +$331K +14,764 +127%
RWM
130
Riverchase Wealth Management
Texas
$585K +$586K +26,174 New
Cerity Partners
131
Cerity Partners
New York
$579K +$88.7K +3,963 +18%
CCM
132
Coldstream Capital Management
Washington
$576K
DSC
133
Duncker Streett & Co
Missouri
$566K
EW
134
Element Wealth
Mississippi
$564K +$235K +10,513 +71%
Creative Planning
135
Creative Planning
Kansas
$559K +$49.4K +2,206 +10%
LIA
136
LBMC Investment Advisors
Tennessee
$543K +$173K +7,724 +47%
GSAM
137
Grant Street Asset Management
Pennsylvania
$539K +$6.72K +300 +1%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$528K +$159K +7,096 +43%
MCM
139
MAI Capital Management
Ohio
$518K +$99.7K +4,454 +24%
KPWS
140
Kestra Private Wealth Services
Texas
$495K +$80.2K +3,582 +19%
WAS
141
Wealth Advisory Solutions
Indiana
$491K +$7.54K +337 +2%
EW
142
Evexia Wealth
Wisconsin
$488K -$37.2K -1,662 -7%
PS
143
Principal Securities
Iowa
$468K +$43.8K +1,958 +10%
DAS
144
Daybright Advisory Services
Florida
$466K +$467K +20,851 New
Lido Advisors
145
Lido Advisors
California
$458K +$458K +20,453 New
T
146
Tableaux
Massachusetts
$451K +$13.9K +622 +3%
BMCM
147
Black Maple Capital Management
Wisconsin
$447K
AQR Capital Management
148
AQR Capital Management
Connecticut
$433K
BPA
149
Beacon Pointe Advisors
California
$430K +$227K +10,141 +111%
HBT
150
Heartland Bank & Trust
Illinois
$430K