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iShares iBonds Dec 2028 Term Treasury ETF

202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $870M → $932M (+$62.4M)

6% more funds holding

Funds holding: 190202 (+12)

0.95% more ownership

Funds ownership: 82.48%83.43% (+0.95%)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.4M +$966K +43,260 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$67.4M +$7.6M +340,506 +13%
Wells Fargo
3
Wells Fargo
California
$53.5M -$1.79M -80,088 -3%
Bank of America
4
Bank of America
North Carolina
$53.1M +$2.42M +108,557 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$33.8M +$3.33M +149,272 +11%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$23.7M +$8.49M +380,505 +56%
AAIM
7
Asset Advisors Investment Management
Georgia
$23.5M +$10.8M +484,904 +86%
SWP
8
Stratos Wealth Partners
Ohio
$21.5M +$951K +42,626 +5%
AP
9
Atwood & Palmer
Missouri
$20.2M -$95.2K -4,264 -0.5%
UBS Group
10
UBS Group
Switzerland
$20M +$2.04M +91,303 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.6M -$2.42M -108,227 -11%
HAS
12
Horizon Advisory Services
New York
$19.2M +$328K +14,715 +2%
FAC
13
Financial Advisory Corporation
Michigan
$18.3M +$1.15M +51,300 +7%
JAG
14
Journey Advisory Group
Kentucky
$18.3M +$585K +26,188 +3%
UCFA
15
United Capital Financial Advisors
Texas
$17.9M +$6.94M +310,968 +64%
DP
16
Denver PWM
Colorado
$16.8M
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$15M +$808K +36,179 +6%
MIM
18
Moseley Investment Management
Florida
$14.6M +$3.04M +136,173 +26%
LPL Financial
19
LPL Financial
California
$13.6M +$1.42M +63,738 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12.7M -$677K -30,344 -5%
MA
21
MKT Advisors
California
$11.8M +$186K +8,336 +2%
TC
22
Trust Company
Kansas
$11.3M +$738K +33,049 +7%
LPT
23
Legacy Private Trust
Wisconsin
$11.3M +$356K +15,930 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.3M +$861K +38,591 +8%
Stifel Financial
25
Stifel Financial
Missouri
$11.2M +$7.76M +347,697 +226%