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iShares iBonds Dec 2028 Term Treasury ETF

249 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, 142 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 Sellers

1 -$7.51M
2 -$3.66M
3 -$2.31M
4
DP
Denver PWM
Colorado
-$1.89M
5
KTM
Keeler Thomas Management
Utah
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
176
Beacon Financial Planning
Massachusetts
$400K
SAI
177
Savvy Advisors Inc
New York
$385K
WP
178
Walleye Partners
Wisconsin
$385K
SWMG
179
Signature Wealth Management Group
Georgia
$377K
OIA
180
OneDigital Investment Advisors
Kansas
$377K
PCIA
181
Prime Capital Investment Advisors
Kansas
$369K
PB
182
Pinnacle Bancorp
Nebraska
$360K
KIM
183
Kestra Investment Management
Texas
$353K
OCG
184
Opus Capital Group
Ohio
$353K
CBT
185
Crews Bank & Trust
Florida
$352K
SWP
186
Summit Wealth Partners
Florida
$344K
TWM
187
Trinity Wealth Management
Pennsylvania
$343K
HNW
188
High Note Wealth
Minnesota
$333K
SAMC
189
Spectrum Asset Management (California)
California
$327K
KAS
190
KPP Advisory Services
Kentucky
$325K
CIAS
191
CFS Investment Advisory Services
New Jersey
$320K
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$319K
MWM
193
Mission Wealth Management
California
$313K
AGP
194
Autumn Glory Partners
Texas
$306K
FIA
195
Foundations Investment Advisors
Arizona
$302K
TBA
196
Tower Bridge Advisors
Pennsylvania
$300K
ASN
197
Advisory Services Network
Georgia
$296K
RMAM
198
Raab & Moskowitz Asset Management
New Jersey
$295K
AWM
199
Alterna Wealth Management
Texas
$294K
YWM
200
Yoder Wealth Management
California
$291K