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iShares iBonds Dec 2028 Term Treasury ETF

231 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 48 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$27.2M
3 +$14.4M
4
HPC
HM Payson & Co
Maine
+$12.1M
5
Wells Fargo
Wells Fargo
California
+$10.3M

Top Sellers

1 -$17.6M
2 -$5.29M
3 -$2.98M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
5
Goldman Sachs
Goldman Sachs
New York
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
176
Old Port Advisors
Maine
$302K
YWM
177
Yoder Wealth Management
California
$292K
LFAS
178
Level Four Advisory Services
Texas
$287K
SAI
179
Savvy Advisors Inc
New York
$282K
LWM
180
Liberty Wealth Management
California
$282K
HNW
181
High Note Wealth
Minnesota
$270K
ASN
182
Advisory Services Network
Georgia
$269K
DWM
183
DecisionMap Wealth Management
Virginia
$268K
RFG
184
RFP Financial Group
Georgia
$261K
FIA
185
Foundations Investment Advisors
Arizona
$258K
HFA
186
Highland Financial Advisors
New Jersey
$256K
CFGA
187
Cambridge Financial Group (Arizona)
Arizona
$255K
OBWP
188
O'Brien Wealth Partners
Massachusetts
$253K
OPTFSNA
189
Old Point Trust & Financial Services N A
Virginia
$253K
CWM
190
Connecticut Wealth Management
Connecticut
$252K
PJSIMP
191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K
BSAM
192
Blue Square Asset Management
New York
$250K
HA
193
Hanover Advisors
South Carolina
$236K
PWA
194
Physician Wealth Advisors
Utah
$234K
GPA
195
Guidance Point Advisors
Massachusetts
$224K
FTUS
196
Flow Traders U.S.
New York
$222K
RMAM
197
Raab & Moskowitz Asset Management
New Jersey
$218K
CSIA
198
Conrad Siegel Investment Advisors
Pennsylvania
$214K
CF
199
Cyr Financial
Illinois
$212K
PMG
200
Private Management Group
California
$202K