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iShares iBonds Dec 2028 Term Treasury ETF

184 hedge funds and large institutions have $818M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
29
Increased
105
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
151
DecisionMap Wealth Management
Virginia
$200K 9,002 +9,002 New
HC
152
Hara Capital
Washington
$159K 7,150 -14,300 -67%
PTC
153
Private Trust Company
Ohio
$139K 6,225 -3,814 -38%
LWA
154
Lowe Wealth Advisors
Maryland
$119K 5,345 +5,345 New
Comerica Bank
155
Comerica Bank
Texas
$116K 5,212 +761 +17%
SWC
156
Spectrum Wealth Counsel
Indiana
$116K 5,195
WT
157
Washington Trust
Rhode Island
$113K 5,100 -2,500 -33%
CTWM
158
Cherry Tree Wealth Management
Minnesota
$89.5K 4,022 +1,691 +73%
BWL
159
Bogart Wealth LLC
Virginia
$74.7K 3,355 +1 +0%
BOJHT
160
Bank of Jackson Hole Trust
Wyoming
$73.5K 3,314 +1,401 +73%
SFG
161
Stonebridge Financial Group
Pennsylvania
$72.4K 3,255
FPB
162
First PREMIER Bank
South Dakota
$69K 3,091
AWM
163
AllSquare Wealth Management
New York
$68.4K 3,073 +818 +36%
US Bancorp
164
US Bancorp
Minnesota
$67.9K 3,050
William Blair & Company
165
William Blair & Company
Illinois
$55.5K 2,496 +1,286 +106%
HPC
166
HM Payson & Co
Maine
$50.3K 2,259
OPTFSNA
167
Old Point Trust & Financial Services N A
Virginia
$46.7K 2,100 +950 +83%
CAL
168
Capital Analysts LLC
Pennsylvania
$46K 2,080
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$45.9K 2,063 +410 +25%
MWM
170
Mascoma Wealth Management
New Hampshire
$44.2K 1,985 +1,985 New
PA
171
PSI Advisors
Florida
$42.3K 1,900
OSNBOA
172
Old Second National Bank of Aurora
Illinois
$40.6K 1,825
RF
173
Robbins Farley
New Hampshire
$40.6K 1,824
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K 1,450
HWM
175
Horizons Wealth Management
North Carolina
$23.5K 1,054