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iShares iBonds Dec 2028 Term Treasury ETF
IBTI
IBTI
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: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $1.15B → $1.37B (+$228M)
8% more funds holding
Funds holding: 232 → 250 (+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
–
Top Buyers
| 1 |
B
Bailard
Foster City,
California
|
+$30.4M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$28.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$16.9M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$9.59M |
Top Sellers
| 1 |
PA
Probity Advisors
Dallas,
Texas
|
-$3.66M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.31M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
-$1.89M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$724K |
| 5 |
Morgan Stanley
New York
|
-$723K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Rockefeller Capital Management
New York
| $156 | – | – | – |
|
252
JP Morgan Chase
New York
| $156 | +$156 | +7 | New |
|
|
TRCT
253
Tower Research Capital (TRC)
New York
| – | -$2.31M | -103,375 | Closed |
|
|
SFB
254
STAR Financial Bank
Fort Wayne,
Indiana
| – | -$346K | -15,451 | Closed |
|
|
RFG
255
RFP Financial Group
Atlanta,
Georgia
| – | -$261K | -11,663 | Closed |
|
|
FTUS
256
Flow Traders U.S.
New York
| – | -$222K | -9,942 | Closed |
|
|
CF
257
Cyr Financial
Hennepin,
Illinois
| – | -$212K | -9,485 | Closed |
|
|
PMG
258
Private Management Group
Irvine,
California
| – | -$202K | -9,013 | Closed |
|
|
KBFS
259
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$48.1K | -2,150 | Closed |
|
|
LWANC
260
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$43.6K | -1,950 | Closed |
|
|
KCM
261
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| – | -$2.33K | -104 | Closed |
|
|
FWP
262
FAS Wealth Partners
Leawood,
Kansas
| – | -$2.13K | -95 | Closed |
|