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iShares iBonds Dec 2028 Term Treasury ETF

232 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 22

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $932M → $1.15B (+$213M)

15% more funds holding

Funds holding: 202232 (+30)

1.06% less ownership

Funds ownership: 83.43%82.37% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
232
Holders Change
+30
Holders Change %
+14.85%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
49
Increased
138
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$423K +$95.9K +4,282 +29%
JCM
152
Jacobi Capital Management
Pennsylvania
$413K +$28.3K +1,264 +7%
PP
153
Prosperity Planning
Missouri
$413K
IAA
154
Independent Advisor Alliance
North Carolina
$409K +$22.4K +999 +6%
WFMPM
155
Woodley Farra Manion Portfolio Management
Indiana
$398K +$32.4K +1,446 +9%
CW
156
CreativeOne Wealth
Kansas
$396K +$397K +17,712 New
GDP
157
Great Diamond Partners
Maine
$394K +$152K +6,804 +63%
WP
158
Walleye Partners
Wisconsin
$384K +$384K +17,159 New
SWMG
159
Signature Wealth Management Group
Georgia
$378K
OIA
160
OneDigital Investment Advisors
Kansas
$378K +$379K +16,915 New
TC
161
TFR Capital
Texas
$366K +$366K +16,369 New
WANY
162
Wealthspire Advisors (New York)
New York
$362K +$71.3K +3,186 +25%
PCIA
163
Prime Capital Investment Advisors
Kansas
$357K +$75.5K +3,372 +27%
OCG
164
Opus Capital Group
Ohio
$354K +$29.8K +1,330 +9%
MOS
165
MGO One Seven
Ohio
$353K +$353K +15,775 New
KIM
166
Kestra Investment Management
Texas
$351K +$1.97K +88 +0.6%
PB
167
Pinnacle Bancorp
Nebraska
$346K
SFB
168
STAR Financial Bank
Indiana
$346K -$13.5K -602 -4%
SWP
169
Summit Wealth Partners
Florida
$345K
TWM
170
Trinity Wealth Management
Pennsylvania
$344K +$6.92K +309 +2%
CBT
171
Crews Bank & Trust
Florida
$338K -$30.8K -1,375 -8%
CIAS
172
CFS Investment Advisory Services
New Jersey
$320K +$9.49K +424 +3%
SAMC
173
Spectrum Asset Management (California)
California
$309K +$309K +13,803 New
AGP
174
Autumn Glory Partners
Texas
$306K +$1.28K +57 +0.4%
KAS
175
KPP Advisory Services
Kentucky
$304K