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iShares iBonds Dec 2028 Term Treasury ETF

189 hedge funds and large institutions have $867M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 111 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
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
YWM
151
Yoder Wealth Management
California
$245K
MFG
152
Merit Financial Group
Georgia
$244K
EH
153
Equitable Holdings
New York
$240K
HA
154
Hamel Associates
New Jersey
$237K
IAA
155
Independent Advisor Alliance
North Carolina
$236K
PWS
156
Precision Wealth Strategies
Missouri
$233K
PWA
157
Physician Wealth Advisors
Utah
$232K
WFMPM
158
Woodley Farra Manion Portfolio Management
Indiana
$228K
BMCM
159
Black Maple Capital Management
Wisconsin
$224K
BFG
160
Berger Financial Group
Minnesota
$215K
4WM
161
4J Wealth Management
Virginia
$214K
KWM
162
KFG Wealth Management
Indiana
$208K
Comerica Bank
163
Comerica Bank
Texas
$116K
HC
164
Hara Capital
Washington
$110K
CTWM
165
Cherry Tree Wealth Management
Minnesota
$102K
HBT
166
Hills Bank & Trust
Iowa
$101K
LWA
167
Lowe Wealth Advisors
Maryland
$94.3K
BWL
168
Bogart Wealth LLC
Virginia
$75.1K
BOJHT
169
Bank of Jackson Hole Trust
Wyoming
$74.1K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$73.7K
AWM
171
AllSquare Wealth Management
New York
$71.7K
US Bancorp
172
US Bancorp
Minnesota
$68.2K
FPB
173
First PREMIER Bank
South Dakota
$68K
William Blair & Company
174
William Blair & Company
Illinois
$51.1K
CAL
175
Capital Analysts LLC
Pennsylvania
$47K