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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

186 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 19 funds opening new positions, 109 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
19
Increased
109
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$28.3M
2
AP
Atwood & Palmer
Missouri
$20.3M
3
Morgan Stanley
Morgan Stanley
New York
$73.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$2.4M
5
TCA
Transcend Capital Advisors
New Jersey
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$9.76M -$49.4K -2,211 -0.5%
SPIA
27
Steward Partners Investment Advisory
New York
$9.75M +$3M +134,023 +44%
SWM
28
Scissortail Wealth Management
Oklahoma
$9.44M +$215K +9,620 +2%
PA
29
Probity Advisors
Texas
$8.59M +$389K +17,407 +5%
SCA
30
Snowden Capital Advisors
New York
$8.11M -$1.01K -45 -0%
E3F
31
Eight 31 Financial
Texas
$7.75M -$461K -20,636 -6%
IWC
32
Integrated Wealth Concepts
Massachusetts
$7.61M +$2.56M +114,482 +51%
SWM
33
Shelton Wealth Management
Texas
$7.6M +$311K +13,887 +4%
CTC
34
Central Trust Company
Missouri
$6.54M +$349K +15,628 +6%
TAM
35
Titleist Asset Management
Texas
$6.54M +$828K +37,050 +15%
Goldman Sachs
36
Goldman Sachs
New York
$6M +$2.46M +110,151 +70%
PA
37
Pineridge Advisors
Missouri
$5.91M -$397K -17,776 -6%
DADC
38
D.A. Davidson & Co
Montana
$5.83M +$166K +7,411 +3%
MCM
39
MV Capital Management
Maryland
$5.63M +$930K +41,578 +20%
CCP
40
Carmel Capital Partners
California
$5.6M +$69K +3,084 +1%
NG
41
Northstar Group
New York
$5.46M +$1.2M +53,813 +28%
PAS
42
Park Avenue Securities
New York
$5.15M +$78.9K +3,527 +2%
IA
43
IFP Advisors
Florida
$5.08M +$236K +10,560 +5%
Ameriprise
44
Ameriprise
Minnesota
$4.86M -$307K -13,738 -6%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.6M +$654K +29,258 +17%
FC
46
FCA Corp
Texas
$4.59M +$160K +7,159 +4%
Financial Engines Advisors
47
Financial Engines Advisors
California
$4.57M -$1.35M -60,498 -23%
BlackRock
48
BlackRock
New York
$4.24M +$515K +23,046 +14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$4.19M +$906K +40,508 +28%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4.12M +$601K +26,882 +17%
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