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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
PMG
201
Private Management Group
California
$202K +$202K +9,013 New
PFM
202
Phillips Financial Management
Indiana
$187K +$187K +8,345 New
CTWM
203
Cherry Tree Wealth Management
Minnesota
$135K +$43.1K +1,923 +47%
HBT
204
Hills Bank & Trust
Iowa
$115K +$3.76K +168 +3%
SAG
205
SageView Advisory Group
California
$101K +$101K +4,510 New
Comerica Bank
206
Comerica Bank
Texas
$99.9K
CB
207
CNB Bank
Pennsylvania
$96.5K +$76.4K +3,412 +377%
BWL
208
Bogart Wealth LLC
Virginia
$75.2K +$67 +3 +0.1%
FPB
209
First PREMIER Bank
South Dakota
$69K +$582 +26 +0.9%
US Bancorp
210
US Bancorp
Minnesota
$68.2K
BOJHT
211
Bank of Jackson Hole Trust
Wyoming
$62K
HC
212
Hara Capital
Washington
$59.1K
KBFS
213
Kohmann Bosshard Financial Services
Ohio
$48.1K +$48.1K +2,150 New
MWM
214
Mascoma Wealth Management
New Hampshire
$44.4K
LWANC
215
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.6K +$43.7K +1,950 New
OSNBOA
216
Old Second National Bank of Aurora
Illinois
$40.8K
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$38.4K +$470 +21 +1%
CT
218
Clearstead Trust
Maine
$29.7K +$29.8K +1,329 New
MA
219
MCF Advisors
Kentucky
$29.3K +$493 +22 +2%
PTC
220
Private Trust Company
Ohio
$26K
RF
221
Robbins Farley
New Hampshire
$25.1K -$14K -625 -36%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$24.9K -$67 -3 -0.3%
AUB
223
Atlantic Union Bankshares
Virginia
$24.5K
CFG
224
Clayton Financial Group
Missouri
$22.9K +$22.9K +1,025 New
EB
225
Eastern Bank
Massachusetts
$21.2K