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iShares iBonds Dec 2028 Term Treasury ETF

187 hedge funds and large institutions have $863M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
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
EH
151
Equitable Holdings
New York
$240K
HA
152
Hamel Associates
New Jersey
$237K
IAA
153
Independent Advisor Alliance
North Carolina
$236K
PWS
154
Precision Wealth Strategies
Missouri
$233K
PWA
155
Physician Wealth Advisors
Utah
$232K
WFMPM
156
Woodley Farra Manion Portfolio Management
Indiana
$228K
BMCM
157
Black Maple Capital Management
Wisconsin
$224K
BFG
158
Berger Financial Group
Minnesota
$215K
4WM
159
4J Wealth Management
Virginia
$214K
KWM
160
KFG Wealth Management
Indiana
$208K
Comerica Bank
161
Comerica Bank
Texas
$116K
HC
162
Hara Capital
Washington
$110K
CTWM
163
Cherry Tree Wealth Management
Minnesota
$102K
HBT
164
Hills Bank & Trust
Iowa
$101K
LWA
165
Lowe Wealth Advisors
Maryland
$94.3K
BWL
166
Bogart Wealth LLC
Virginia
$75.1K
BOJHT
167
Bank of Jackson Hole Trust
Wyoming
$74.1K
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$73.7K
AWM
169
AllSquare Wealth Management
New York
$71.7K
US Bancorp
170
US Bancorp
Minnesota
$68.2K
FPB
171
First PREMIER Bank
South Dakota
$68K
William Blair & Company
172
William Blair & Company
Illinois
$51.1K
CAL
173
Capital Analysts LLC
Pennsylvania
$47K
OPTFSNA
174
Old Point Trust & Financial Services N A
Virginia
$47K
MWM
175
Mascoma Wealth Management
New Hampshire
$44.4K