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iShares iBonds Dec 2028 Term Treasury ETF

197 hedge funds and large institutions have $916M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 117 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
LWM
151
Liberty Wealth Management
California
$279K
CFGA
152
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
153
DecisionMap Wealth Management
Virginia
$261K
CF
154
Cyr Financial
Illinois
$261K
MFG
155
Merit Financial Group
Georgia
$260K
UCB
156
United Community Bank
South Carolina
$258K
HFA
157
Highland Financial Advisors
New Jersey
$256K
KWM
158
KFG Wealth Management
Indiana
$255K
PCA
159
Prosperity Capital Advisors
Ohio
$252K
HA
160
Hamel Associates
New Jersey
$247K
YWM
161
Yoder Wealth Management
California
$246K
GDP
162
Great Diamond Partners
Maine
$242K
PWA
163
Physician Wealth Advisors
Utah
$233K
GPA
164
Guidance Point Advisors
Massachusetts
$219K
BFG
165
Berger Financial Group
Minnesota
$215K
BPA
166
Beacon Pointe Advisors
California
$204K
CWM
167
Connecticut Wealth Management
Connecticut
$203K
OPTFSNA
168
Old Point Trust & Financial Services N A
Virginia
$125K
HBT
169
Hills Bank & Trust
Iowa
$111K
Comerica Bank
170
Comerica Bank
Texas
$100K
LWA
171
Lowe Wealth Advisors
Maryland
$94.4K
CTWM
172
Cherry Tree Wealth Management
Minnesota
$92.2K
BWL
173
Bogart Wealth LLC
Virginia
$75.2K
HWM
174
Horizons Wealth Management
North Carolina
$74.6K
US Bancorp
175
US Bancorp
Minnesota
$68.3K