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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 %
CIM
26
Confluence Investment Management
Missouri
$9.76M 436,479 -2,211 -0.5%
SPIA
27
Steward Partners Investment Advisory
New York
$9.75M 435,921 +134,023 +44%
SWM
28
Scissortail Wealth Management
Oklahoma
$9.44M 422,078 +9,620 +2%
PA
29
Probity Advisors
Texas
$8.59M 384,268 +17,407 +5%
SCA
30
Snowden Capital Advisors
New York
$8.11M 362,669 -45 -0%
E3F
31
Eight 31 Financial
Texas
$7.75M 346,647 -20,636 -6%
IWC
32
Integrated Wealth Concepts
Massachusetts
$7.61M 340,157 +114,482 +51%
SWM
33
Shelton Wealth Management
Texas
$7.6M 339,810 +13,887 +4%
CTC
34
Central Trust Company
Missouri
$6.54M 292,634 +15,628 +6%
TAM
35
Titleist Asset Management
Texas
$6.54M 292,439 +37,050 +15%
Goldman Sachs
36
Goldman Sachs
New York
$6M 268,521 +110,151 +70%
PA
37
Pineridge Advisors
Missouri
$5.91M 264,183 -17,776 -6%
DADC
38
D.A. Davidson & Co
Montana
$5.83M 260,580 +7,411 +3%
MCM
39
MV Capital Management
Maryland
$5.63M 251,720 +41,578 +20%
CCP
40
Carmel Capital Partners
California
$5.6M 250,233 +3,084 +1%
NG
41
Northstar Group
New York
$5.46M 244,218 +53,813 +28%
PAS
42
Park Avenue Securities
New York
$5.15M 230,265 +3,527 +2%
IA
43
IFP Advisors
Florida
$5.08M 227,324 +10,560 +5%
Ameriprise
44
Ameriprise
Minnesota
$4.86M 217,421 -13,738 -6%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.6M 205,773 +29,258 +17%
FC
46
FCA Corp
Texas
$4.59M 205,412 +7,159 +4%
Financial Engines Advisors
47
Financial Engines Advisors
California
$4.57M 204,350 -60,498 -23%
BlackRock
48
BlackRock
New York
$4.24M 189,726 +23,046 +14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$4.19M 187,490 +40,508 +28%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4.12M 184,355 +26,882 +17%
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