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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K
HWM
177
Horizons Wealth Management
North Carolina
$23.5K
EB
178
Eastern Bank
Massachusetts
$21.1K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$12.3K +$12.1K +551 New
JP Morgan Chase
180
JP Morgan Chase
New York
$11.1K +$5.77K +262 +110%
FFA
181
Farther Finance Advisors
California
$6.62K -$6.12K -278 -48%
LCM
182
Logan Capital Management
Pennsylvania
$6.43K +$6.36K +289 New
CFD
183
Creative Financial Designs
Indiana
$4.21K
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$1.4K
AC
185
AlphaCore Capital
California
$1.08K +$1.08K +49 New
CAM
186
Costello Asset Management
Pennsylvania
$454
BEI
187
Benjamin Edwards Inc
Missouri
-$13M -591,437 Closed
Bank of New York Mellon
188
Bank of New York Mellon
New York
-$287K -13,117 Closed
MFG
189
Mendota Financial Group
Wisconsin
-$230K -10,484 Closed
MA
190
Montag & Associates
Georgia
-$98.7K -4,504 Closed
TWC
191
TD Waterhouse Canada
Ontario, Canada
-$60.1K -2,746 Closed
KBFS
192
Kohmann Bosshard Financial Services
Ohio
-$47.1K -2,150 Closed
VWM
193
Venturi Wealth Management
Texas
-$16.4K -751 Closed
HWM
194
Hemington Wealth Management
Virginia
+$793 +36 New