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iShares iBonds Dec 2028 Term Treasury ETF

232 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 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 22

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $932M → $1.15B (+$213M)

15% more funds holding

Funds holding: 202232 (+30)

1.06% less ownership

Funds ownership: 83.43%82.37% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
232
Holders Change
+30
Holders Change %
+14.85%
% of All Funds
2.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
49
Increased
138
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
176
Old Port Advisors
Maine
$302K +$302K +13,501 New
YWM
177
Yoder Wealth Management
California
$292K +$47K +2,100 +19%
LFAS
178
Level Four Advisory Services
Texas
$287K +$287K +12,810 New
ACM
179
Alamar Capital Management
California
$284K +$284K +12,700 New
SAI
180
Savvy Advisors Inc
New York
$282K +$283K +12,621 New
LWM
181
Liberty Wealth Management
California
$282K +$2.96K +132 +1%
HNW
182
High Note Wealth
Minnesota
$270K +$241K +10,750 +820%
ASN
183
Advisory Services Network
Georgia
$269K +$269K +12,023 New
DWM
184
DecisionMap Wealth Management
Virginia
$268K +$6.92K +309 +3%
RFG
185
RFP Financial Group
Georgia
$261K -$277K -12,364 -51%
FIA
186
Foundations Investment Advisors
Arizona
$258K +$258K +11,530 New
HFA
187
Highland Financial Advisors
New Jersey
$256K
CFGA
188
Cambridge Financial Group (Arizona)
Arizona
$255K -$4.61K -206 -2%
OBWP
189
O'Brien Wealth Partners
Massachusetts
$253K +$254K +11,324 New
OPTFSNA
190
Old Point Trust & Financial Services N A
Virginia
$253K +$128K +5,700 +102%
CWM
191
Connecticut Wealth Management
Connecticut
$252K +$48.6K +2,172 +24%
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K -$42.6K -1,903 -15%
BSAM
193
Blue Square Asset Management
New York
$250K +$250K +11,173 New
HA
194
Hanover Advisors
South Carolina
$236K +$237K +10,569 New
PWA
195
Physician Wealth Advisors
Utah
$234K +$985 +44 +0.4%
GPA
196
Guidance Point Advisors
Massachusetts
$224K +$5.31K +237 +2%
FTUS
197
Flow Traders U.S.
New York
$222K +$223K +9,942 New
RMAM
198
Raab & Moskowitz Asset Management
New Jersey
$218K +$218K +9,733 New
CSIA
199
Conrad Siegel Investment Advisors
Pennsylvania
$214K +$214K +9,577 New
CF
200
Cyr Financial
Illinois
$212K -$48.4K -2,160 -19%