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iShares iBonds Dec 2028 Term Treasury ETF

188 hedge funds and large institutions have $864M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 110 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
MFG
151
Merit Financial Group
Georgia
$244K
EH
152
Equitable Holdings
New York
$240K
HA
153
Hamel Associates
New Jersey
$237K
IAA
154
Independent Advisor Alliance
North Carolina
$236K
PWS
155
Precision Wealth Strategies
Missouri
$233K
PWA
156
Physician Wealth Advisors
Utah
$232K
WFMPM
157
Woodley Farra Manion Portfolio Management
Indiana
$228K
BMCM
158
Black Maple Capital Management
Wisconsin
$224K
BFG
159
Berger Financial Group
Minnesota
$215K
4WM
160
4J Wealth Management
Virginia
$214K
KWM
161
KFG Wealth Management
Indiana
$208K
Comerica Bank
162
Comerica Bank
Texas
$116K
HC
163
Hara Capital
Washington
$110K
CTWM
164
Cherry Tree Wealth Management
Minnesota
$102K
HBT
165
Hills Bank & Trust
Iowa
$101K
LWA
166
Lowe Wealth Advisors
Maryland
$94.3K
BWL
167
Bogart Wealth LLC
Virginia
$75.1K
BOJHT
168
Bank of Jackson Hole Trust
Wyoming
$74.1K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$73.7K
AWM
170
AllSquare Wealth Management
New York
$71.7K
US Bancorp
171
US Bancorp
Minnesota
$68.2K
FPB
172
First PREMIER Bank
South Dakota
$68K
William Blair & Company
173
William Blair & Company
Illinois
$51.1K
CAL
174
Capital Analysts LLC
Pennsylvania
$47K
OPTFSNA
175
Old Point Trust & Financial Services N A
Virginia
$47K