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iShares iBonds Dec 2028 Term Treasury ETF

250 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, 143 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

225% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$228M)

8% more funds holding

Funds holding: 232250 (+18)

3.59% more ownership

Funds ownership: 82.37%85.96% (+3.6%)

Holders
250
Holders Change
+18
Holders Change %
+7.76%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
34
Increased
143
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
201
Yoder Wealth Management
California
$291K
LFAS
202
Level Four Advisory Services
Texas
$286K +$67 +3 +0%
ACM
203
Alamar Capital Management
California
$283K
LWM
204
Liberty Wealth Management
California
$282K +$1.41K +63 +0.5%
OPTFSNA
205
Old Point Trust & Financial Services N A
Virginia
$276K +$24.6K +1,100 +10%
DWM
206
DecisionMap Wealth Management
Virginia
$267K
BSAM
207
Blue Square Asset Management
New York
$259K +$10.5K +470 +4%
UCB
208
United Community Bank
South Carolina
$257K +$257K +11,520 New
CFGA
209
Cambridge Financial Group (Arizona)
Arizona
$256K
HFA
210
Highland Financial Advisors
New Jersey
$255K
CWM
211
Connecticut Wealth Management
Connecticut
$251K +$291 +13 +0.1%
ML
212
MLP3 LLC
New Jersey
$245K +$246K +10,988 New
CA
213
CGN Advisors
Kansas
$236K +$237K +10,586 New
GPA
214
Guidance Point Advisors
Massachusetts
$235K +$12.1K +540 +5%
HA
215
Hanover Advisors
South Carolina
$233K -$2.19K -98 -0.9%
CSIA
216
Conrad Siegel Investment Advisors
Pennsylvania
$218K +$4.63K +207 +2%
WIA
217
World Investment Advisors
California
$215K +$215K +9,632 New
PFM
218
Phillips Financial Management
Indiana
$187K +$1.09K +49 +0.6%
PWA
219
Physician Wealth Advisors
Utah
$156K -$78K -3,488 -33%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$135K
HBT
221
Hills Bank & Trust
Iowa
$118K +$3.96K +177 +3%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$110K +$110K +4,915 New
FFA
223
Farther Finance Advisors
California
$99.5K +$100K +4,482 New
CB
224
CNB Bank
Pennsylvania
$95.1K -$1.12K -50 -1%
BWL
225
Bogart Wealth LLC
Virginia
$75K +$45 +2 +0.1%