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iShares iBonds Dec 2028 Term Treasury ETF

202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
WANY
151
Wealthspire Advisors (New York)
New York
$291K
PCIA
152
Prime Capital Investment Advisors
Kansas
$282K
SFC
153
Strategic Financial Concepts
Texas
$280K
EP
154
Essential Planning
New Hampshire
$280K
LWM
155
Liberty Wealth Management
California
$279K
CFGA
156
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
157
DecisionMap Wealth Management
Virginia
$261K
CF
158
Cyr Financial
Illinois
$261K
MFG
159
Merit Financial Group
Georgia
$260K
UCB
160
United Community Bank
South Carolina
$258K
HFA
161
Highland Financial Advisors
New Jersey
$256K
KWM
162
KFG Wealth Management
Indiana
$255K
PCA
163
Prosperity Capital Advisors
Ohio
$252K
HA
164
Hamel Associates
New Jersey
$247K
YWM
165
Yoder Wealth Management
California
$246K
GDP
166
Great Diamond Partners
Maine
$242K
PWA
167
Physician Wealth Advisors
Utah
$233K
GPA
168
Guidance Point Advisors
Massachusetts
$219K
BFG
169
Berger Financial Group
Minnesota
$215K
BPA
170
Beacon Pointe Advisors
California
$204K
CWM
171
Connecticut Wealth Management
Connecticut
$203K
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$125K
HBT
173
Hills Bank & Trust
Iowa
$111K
Comerica Bank
174
Comerica Bank
Texas
$100K
LWA
175
Lowe Wealth Advisors
Maryland
$94.4K