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iShares iBonds Dec 2028 Term Treasury ETF

201 hedge funds and large institutions have $926M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 117 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
PCIA
151
Prime Capital Investment Advisors
Kansas
$282K
SFC
152
Strategic Financial Concepts
Texas
$280K
EP
153
Essential Planning
New Hampshire
$280K
LWM
154
Liberty Wealth Management
California
$279K
CFGA
155
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
156
DecisionMap Wealth Management
Virginia
$261K
CF
157
Cyr Financial
Illinois
$261K
MFG
158
Merit Financial Group
Georgia
$260K
UCB
159
United Community Bank
South Carolina
$258K
HFA
160
Highland Financial Advisors
New Jersey
$256K
KWM
161
KFG Wealth Management
Indiana
$255K
PCA
162
Prosperity Capital Advisors
Ohio
$252K
HA
163
Hamel Associates
New Jersey
$247K
YWM
164
Yoder Wealth Management
California
$246K
GDP
165
Great Diamond Partners
Maine
$242K
PWA
166
Physician Wealth Advisors
Utah
$233K
GPA
167
Guidance Point Advisors
Massachusetts
$219K
BFG
168
Berger Financial Group
Minnesota
$215K
BPA
169
Beacon Pointe Advisors
California
$204K
CWM
170
Connecticut Wealth Management
Connecticut
$203K
OPTFSNA
171
Old Point Trust & Financial Services N A
Virginia
$125K
HBT
172
Hills Bank & Trust
Iowa
$111K
Comerica Bank
173
Comerica Bank
Texas
$100K
LWA
174
Lowe Wealth Advisors
Maryland
$94.4K
CTWM
175
Cherry Tree Wealth Management
Minnesota
$92.2K