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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
Morgan Stanley
1
Morgan Stanley
New York
$77.2M +$2.87M +128,166 +4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$72.2M +$4.82M +215,174 +7%
Wells Fargo
3
Wells Fargo
California
$63.8M +$10.3M +461,230 +19%
Bank of America
4
Bank of America
North Carolina
$59.3M +$6.29M +280,892 +12%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$50.8M +$27.2M +1,213,854 +115%
Raymond James Financial
6
Raymond James Financial
Florida
$41.6M +$7.89M +352,203 +23%
BCM
7
Brookstone Capital Management
Illinois
$30.6M +$30.7M +1,369,553 New
AAIM
8
Asset Advisors Investment Management
Georgia
$25.8M +$2.27M +101,266 +10%
UCFA
9
United Capital Financial Advisors
Texas
$23.4M +$5.52M +246,570 +31%
UBS Group
10
UBS Group
Switzerland
$22.9M +$2.88M +128,646 +14%
FAC
11
Financial Advisory Corporation
Michigan
$22M +$3.65M +163,102 +20%
SWP
12
Stratos Wealth Partners
Ohio
$21.9M +$320K +14,281 +1%
AP
13
Atwood & Palmer
Missouri
$20.7M +$466K +20,801 +2%
HAS
14
Horizon Advisory Services
New York
$19.7M +$572K +25,554 +3%
LPL Financial
15
LPL Financial
California
$19.1M +$5.48M +244,571 +40%
JAG
16
Journey Advisory Group
Kentucky
$18.9M +$623K +27,808 +3%
MA
17
MKT Advisors
California
$17.6M +$5.78M +257,982 +49%
DP
18
Denver PWM
Colorado
$16.8M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.8M +$5.5M +245,592 +49%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$16M +$1.03M +46,214 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$14.4M +643,036 +1,029%
MIM
22
Moseley Investment Management
Florida
$15.7M +$1.18M +52,785 +8%
HPC
23
HM Payson & Co
Maine
$13.8M +$12.1M +539,718 +681%
IWC
24
Integrated Wealth Concepts
Massachusetts
$13.2M +$3.37M +150,727 +34%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.1M +$440K +19,665 +3%