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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

228% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $870M → $932M (+$62.4M)

6% more funds holding

Funds holding: 190202 (+12)

0.95% more ownership

Funds ownership: 82.48%83.43% (+0.95%)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
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 +$15.4K +688 +6%
PCIA
152
Prime Capital Investment Advisors
Kansas
$282K +$33.3K +1,494 +13%
SFC
153
Strategic Financial Concepts
Texas
$280K
EP
154
Essential Planning
New Hampshire
$280K +$1.74K +78 +0.6%
LWM
155
Liberty Wealth Management
California
$279K +$2.3K +103 +0.8%
CFGA
156
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
157
DecisionMap Wealth Management
Virginia
$261K
CF
158
Cyr Financial
Illinois
$261K +$260K +11,645 New
MFG
159
Merit Financial Group
Georgia
$260K +$15.8K +706 +6%
UCB
160
United Community Bank
South Carolina
$258K
HFA
161
Highland Financial Advisors
New Jersey
$256K
KWM
162
KFG Wealth Management
Indiana
$255K +$46.6K +2,088 +22%
PCA
163
Prosperity Capital Advisors
Ohio
$252K +$2.32K +104 +0.9%
HA
164
Hamel Associates
New Jersey
$247K +$10.2K +458 +4%
YWM
165
Yoder Wealth Management
California
$246K
GDP
166
Great Diamond Partners
Maine
$242K +$242K +10,823 New
PWA
167
Physician Wealth Advisors
Utah
$233K +$737 +33 +0.3%
GPA
168
Guidance Point Advisors
Massachusetts
$219K +$218K +9,781 New
BFG
169
Berger Financial Group
Minnesota
$215K
BPA
170
Beacon Pointe Advisors
California
$204K +$203K +9,099 New
CWM
171
Connecticut Wealth Management
Connecticut
$203K -$61.9K -2,772 -23%
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$125K +$78.1K +3,500 +167%
HBT
173
Hills Bank & Trust
Iowa
$111K +$9.87K +442 +10%
Comerica Bank
174
Comerica Bank
Texas
$100K -$16.3K -731 -14%
LWA
175
Lowe Wealth Advisors
Maryland
$94.4K