IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

185 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
KWM
151
KFG Wealth Management
Indiana
$201K
DWM
152
DecisionMap Wealth Management
Virginia
$200K
HC
153
Hara Capital
Washington
$159K
PTC
154
Private Trust Company
Ohio
$139K
LWA
155
Lowe Wealth Advisors
Maryland
$119K
Comerica Bank
156
Comerica Bank
Texas
$116K
SWC
157
Spectrum Wealth Counsel
Indiana
$116K
WT
158
Washington Trust
Rhode Island
$113K
CTWM
159
Cherry Tree Wealth Management
Minnesota
$89.5K
BWL
160
Bogart Wealth LLC
Virginia
$74.7K
BOJHT
161
Bank of Jackson Hole Trust
Wyoming
$73.5K
SFG
162
Stonebridge Financial Group
Pennsylvania
$72.4K
FPB
163
First PREMIER Bank
South Dakota
$69K
AWM
164
AllSquare Wealth Management
New York
$68.4K
US Bancorp
165
US Bancorp
Minnesota
$67.9K
William Blair & Company
166
William Blair & Company
Illinois
$55.5K
HPC
167
HM Payson & Co
Maine
$50.3K
OPTFSNA
168
Old Point Trust & Financial Services N A
Virginia
$46.7K
CAL
169
Capital Analysts LLC
Pennsylvania
$46K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$45.9K
MWM
171
Mascoma Wealth Management
New Hampshire
$44.2K
PA
172
PSI Advisors
Florida
$42.3K
OSNBOA
173
Old Second National Bank of Aurora
Illinois
$40.6K
RF
174
Robbins Farley
New Hampshire
$40.6K
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K