We are live on ! Find out more
IBTI icon

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
CTWM
176
Cherry Tree Wealth Management
Minnesota
$92.2K -$9.96K -446 -10%
BWL
177
Bogart Wealth LLC
Virginia
$75.2K +$45 +2 +0.1%
HWM
178
Horizons Wealth Management
North Carolina
$74.6K +$39.8K +1,782 +115%
AWM
179
AllSquare Wealth Management
New York
$71.8K
US Bancorp
180
US Bancorp
Minnesota
$68.3K
FPB
181
First PREMIER Bank
South Dakota
$68K
BOJHT
182
Bank of Jackson Hole Trust
Wyoming
$62.1K -$12.1K -541 -16%
HC
183
Hara Capital
Washington
$59.2K -$50.9K -2,282 -46%
MWM
184
Mascoma Wealth Management
New Hampshire
$44.4K
OSNBOA
185
Old Second National Bank of Aurora
Illinois
$40.9K
RF
186
Robbins Farley
New Hampshire
$39.1K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$38K -$35.6K -1,597 -48%
HNW
188
High Note Wealth
Minnesota
$29.3K +$29.3K +1,311 New
MA
189
MCF Advisors
Kentucky
$28.8K +$28.7K +1,286 New
PTC
190
Private Trust Company
Ohio
$26K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$25K +$268 +12 +1%
AUB
192
Atlantic Union Bankshares
Virginia
$24.5K +$24.4K +1,095 New
William Blair & Company
193
William Blair & Company
Illinois
$24.2K -$26.9K -1,204 -53%
EB
194
Eastern Bank
Massachusetts
$21.3K
CB
195
CNB Bank
Pennsylvania
$20.2K +$20.2K +904 New
HBW
196
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +782 New
LCM
197
Logan Capital Management
Pennsylvania
$6.85K +$379 +17 +6%
GWSG
198
GPS Wealth Strategies Group
Colorado
$6.18K +$6.16K +276 New
CFD
199
Creative Financial Designs
Indiana
$4.23K
CA
200
Clearstead Advisors
Ohio
$3.42K +$3.42K +153 New