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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$206K +$204K +9,259 New
KWM
152
KFG Wealth Management
Indiana
$201K +$199K +9,023 New
DWM
153
DecisionMap Wealth Management
Virginia
$200K +$198K +9,002 New
HC
154
Hara Capital
Washington
$159K -$315K -14,300 -67%
PTC
155
Private Trust Company
Ohio
$139K -$84K -3,814 -38%
LWA
156
Lowe Wealth Advisors
Maryland
$119K +$118K +5,345 New
Comerica Bank
157
Comerica Bank
Texas
$116K +$16.8K +761 +17%
SWC
158
Spectrum Wealth Counsel
Indiana
$116K
WT
159
Washington Trust
Rhode Island
$113K -$55K -2,500 -33%
CTWM
160
Cherry Tree Wealth Management
Minnesota
$89.5K +$37.2K +1,691 +73%
BWL
161
Bogart Wealth LLC
Virginia
$74.7K +$22 +1 +0%
BOJHT
162
Bank of Jackson Hole Trust
Wyoming
$73.5K +$30.8K +1,401 +73%
SFGP
163
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$72.4K
FPB
164
First PREMIER Bank
South Dakota
$69K
AWM
165
AllSquare Wealth Management
New York
$68.4K +$18K +818 +36%
US Bancorp
166
US Bancorp
Minnesota
$67.9K
William Blair & Company
167
William Blair & Company
Illinois
$55.5K +$28.3K +1,286 +106%
HPC
168
HM Payson & Co
Maine
$50.3K
OPTFSNA
169
Old Point Trust & Financial Services N A
Virginia
$46.7K +$20.9K +950 +83%
CAL
170
Capital Analysts LLC
Pennsylvania
$46K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$45.9K +$9.03K +410 +25%
MWM
172
Mascoma Wealth Management
New Hampshire
$44.2K +$43.7K +1,985 New
PA
173
PSI Advisors
Florida
$42.3K
OSNBOA
174
Old Second National Bank of Aurora
Illinois
$40.6K
RF
175
Robbins Farley
New Hampshire
$40.6K