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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

185 hedge funds and large institutions have $863M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
18
Increased
109
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22M
2
AAIM
2
Asset Advisors Investment Management
Georgia
$12.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$59.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$50.6M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$28.3M
2
AP
2
Atwood & Palmer
Missouri
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$73.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.4M
5
TCA
5
Transcend Capital Advisors
New Jersey
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.3M 3,279,644 -151,986 -4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$59.7M 2,671,393 +207,172 +8%
Wells Fargo
3
Wells Fargo
California
$55.2M 2,470,514 +50,951 +2%
Bank of America
4
Bank of America
North Carolina
$50.6M 2,263,583 +198,467 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$30.4M 1,359,691 +150,086 +12%
NA
6
NewEdge Advisors
Louisiana
$28.3M 1,266,678 -229,054 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22M 983,561 +291,617 +42%
SWP
8
Stratos Wealth Partners
Ohio
$20.6M 920,066 -76,904 -8%
AP
9
Atwood & Palmer
Missouri
$20.3M 907,555 -226,268 -20%
HAS
10
Horizon Advisory Services
New York
$18.8M 841,186 +15,183 +2%
UBS Group
11
UBS Group
Switzerland
$17.9M 802,629 +18,100 +2%
JAG
12
Journey Advisory Group
Kentucky
$17.7M 791,883 +13,435 +2%
FAC
13
Financial Advisory Corporation
Michigan
$17.2M 767,440 +25,776 +3%
DP
14
Denver PWM
Colorado
$16.8M 750,016 +60,726 +9%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$15.1M 677,243 +149,123 +28%
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$14.2M 633,631 +32,649 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M 597,469 +7,659 +1%
AAIM
18
Asset Advisors Investment Management
Georgia
$12.7M 566,440 +286,259 +102%
LPL Financial
19
LPL Financial
California
$12.2M 544,355 +39,125 +8%
MA
20
MKT Advisors
California
$11.5M 517,987 +18,559 +4%
MIM
21
Moseley Investment Management
Florida
$11.5M 515,238 +79,661 +18%
LPT
22
Legacy Private Trust
Wisconsin
$10.9M 488,906 +9,818 +2%
UCFA
23
United Capital Financial Advisors
Texas
$10.9M 486,873 +203,806 +72%
TC
24
Trust Company
Kansas
$10.6M 472,918 -17,425 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.4M 465,046 -31,845 -6%
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