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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 %
BFO
51
Boston Family Office
Massachusetts
$4.03M 180,163 +47,668 +36%
SWM
52
Stockman Wealth Management
Montana
$3.91M 174,695 +10,478 +6%
Stifel Financial
53
Stifel Financial
Missouri
$3.44M 153,765 +11,326 +8%
R
54
Rebalance
California
$3.4M 151,843 +94,098 +163%
S
55
SignatureFD
Georgia
$3.36M 150,110 +58,407 +64%
AWP
56
Accretive Wealth Partners
New Jersey
$3.28M 146,699 +9,467 +7%
AF
57
Allworth Financial
California
$3.26M 145,592 +47,717 +49%
TFS
58
Thoroughbred Financial Services
Tennessee
$2.95M 132,000 -21,113 -14%
RL
59
Retireful LLC
Michigan
$2.95M 131,807 +131,807 New
KF
60
Krilogy Financial
Missouri
$2.84M 127,113 -6,169 -5%
HCM
61
Howland Capital Management
Massachusetts
$2.79M 124,988 +10,325 +9%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$2.77M 124,018 +57,628 +87%
SB
63
Strategic Blueprint
Georgia
$2.77M 123,858 +67,552 +120%
TCA
64
Transcend Capital Advisors
New Jersey
$2.76M 123,550 -95,627 -44%
PA
65
Parallel Advisors
California
$2.75M 122,891 +13,466 +12%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.61M 116,601 -708 -0.6%
Osaic Holdings
67
Osaic Holdings
Arizona
$2.4M 109,567 -142,702 -57%
LWL
68
Leo Wealth LLC
Texas
$2.35M 104,929 -1,728 -2%
SCM
69
SCS Capital Management
Massachusetts
$2.33M 104,079 +196 +0.2%
Truist Financial
70
Truist Financial
North Carolina
$2.23M 99,653 -3,755 -4%
AI
71
Atria Investments
North Carolina
$2.21M 99,009 +216 +0.2%
SFB
72
STAR Financial Bank
Indiana
$2.12M 94,839 +9,216 +11%
HFS
73
Hughes Financial Services
Virginia
$2.12M 94,995 +3,585 +4%
RWP
74
Reliant Wealth Planning
Kentucky
$2.03M 90,992 +10,754 +13%
AC
75
Apella Capital
Connecticut
$2.01M 90,433 +19,120 +27%
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