We are live on ! Find out more
IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

250 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

225% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$228M)

8% more funds holding

Funds holding: 232250 (+18)

3.59% more ownership

Funds ownership: 82.37%85.96% (+3.6%)

Holders
250
Holders Change
+18
Holders Change %
+7.76%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
34
Increased
143
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smithbridge Asset Management
Pennsylvania
$401K -$402K -18,000 -50%
BFP
177
Beacon Financial Planning
Massachusetts
$400K +$402K +17,969 New
SAI
178
Savvy Advisors Inc
New York
$385K +$105K +4,679 +37%
WP
179
Walleye Partners
Wisconsin
$385K +$2.28K +102 +0.6%
OIA
180
OneDigital Investment Advisors
Kansas
$377K
SWMG
181
Signature Wealth Management Group
Georgia
$377K
PCIA
182
Prime Capital Investment Advisors
Kansas
$369K +$13.2K +589 +4%
PB
183
Pinnacle Bancorp
Nebraska
$360K +$15K +671 +4%
KIM
184
Kestra Investment Management
Texas
$353K +$4.04K +181 +1%
OCG
185
Opus Capital Group
Ohio
$353K
CBT
186
Crews Bank & Trust
Florida
$352K +$15.1K +675 +4%
SWP
187
Summit Wealth Partners
Florida
$344K
TWM
188
Trinity Wealth Management
Pennsylvania
$343K
HNW
189
High Note Wealth
Minnesota
$333K +$64.8K +2,900 +24%
SAMC
190
Spectrum Asset Management (California)
California
$327K +$19.9K +889 +6%
KAS
191
KPP Advisory Services
Kentucky
$325K +$22.4K +1,000 +7%
CIAS
192
CFS Investment Advisory Services
New Jersey
$320K +$536 +24 +0.2%
PJSIMP
193
P.J. Schmidt Investment Management (PJS)
Wisconsin
$319K +$70.3K +3,146 +28%
MWM
194
Mission Wealth Management
California
$313K +$314K +14,027 New
AGP
195
Autumn Glory Partners
Texas
$306K +$626 +28 +0.2%
FIA
196
Foundations Investment Advisors
Arizona
$302K +$45.1K +2,017 +17%
TBA
197
Tower Bridge Advisors
Pennsylvania
$300K +$301K +13,475 New
ASN
198
Advisory Services Network
Georgia
$296K +$28.1K +1,257 +10%
RMAM
199
Raab & Moskowitz Asset Management
New Jersey
$295K +$78.3K +3,502 +36%
AWM
200
Alterna Wealth Management
Texas
$294K +$294K +13,172 New