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iShares iBonds Dec 2028 Term Treasury ETF

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.58% less ownership

Funds ownership: 83.75%83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.4M +$4.36M +197,843 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$54.8M +$9.03M +410,011 +20%
Wells Fargo
3
Wells Fargo
California
$53.8M +$9.55M +433,722 +22%
Bank of America
4
Bank of America
North Carolina
$45.9M +$6.72M +305,271 +17%
NA
5
NewEdge Advisors
Louisiana
$33.3M -$1.69M -76,904 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$26.9M -$2.37M -107,837 -8%
AP
7
Atwood & Palmer
Missouri
$25.2M +$1.1M +50,013 +5%
SWP
8
Stratos Wealth Partners
Ohio
$22.2M +$1.06M +47,989 +5%
HAS
9
Horizon Advisory Services
New York
$18.4M +$483K +21,922 +3%
UBS Group
10
UBS Group
Switzerland
$17.5M +$2.37M +107,805 +16%
JAG
11
Journey Advisory Group
Kentucky
$17.3M +$3.82M +173,328 +29%
FAC
12
Financial Advisory Corporation
Michigan
$16.5M +$16.3M +741,664 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.4M +$4.86M +220,791 +47%
DP
14
Denver PWM
Colorado
$15.3M +$1.52M +69,223 +11%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$13.4M +$1.4M +63,620 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.1M +$371K +16,874 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$11.8M +$1M +45,502 +9%
LPL Financial
18
LPL Financial
California
$11.2M +$3.16M +143,434 +40%
MA
19
MKT Advisors
California
$11.1M +$263K +11,968 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.1M +$953K +43,267 +10%
TC
21
Trust Company
Kansas
$10.9M +$489K +22,202 +5%
LPT
22
Legacy Private Trust
Wisconsin
$10.7M +$589K +26,770 +6%
CIM
23
Confluence Investment Management
Missouri
$9.76M -$3.77M -171,394 -28%
MIM
24
Moseley Investment Management
Florida
$9.69M +$1.22M +55,275 +15%
SWM
25
Scissortail Wealth Management
Oklahoma
$9.18M +$1.76M +79,979 +24%