IBTI icon

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
+$6.52M
2
AAIM
Asset Advisors Investment Management
Georgia
+$6.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.63M
4
UCFA
United Capital Financial Advisors
Texas
+$4.56M
5
Bank of America
Bank of America
North Carolina
+$4.44M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$5.12M
2
AP
Atwood & Palmer
Missouri
-$5.06M
3
Morgan Stanley
Morgan Stanley
New York
-$3.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.13M
5
TCA
Transcend Capital Advisors
New Jersey
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
51
Boston Family Office
Massachusetts
$4.03M +$1.07M +47,668 +36%
SWM
52
Stockman Wealth Management
Montana
$3.91M +$234K +10,478 +6%
Stifel Financial
53
Stifel Financial
Missouri
$3.44M +$253K +11,326 +8%
R
54
Rebalance
California
$3.4M +$2.1M +94,098 +163%
S
55
SignatureFD
Georgia
$3.36M +$1.31M +58,407 +64%
AWP
56
Accretive Wealth Partners
New Jersey
$3.28M +$212K +9,467 +7%
AF
57
Allworth Financial
California
$3.26M +$1.07M +47,717 +49%
TFS
58
Thoroughbred Financial Services
Tennessee
$2.95M -$472K -21,113 -14%
RL
59
Retireful LLC
Michigan
$2.95M +$2.95M +131,807 New
KF
60
Krilogy Financial
Missouri
$2.84M -$138K -6,169 -5%
HCM
61
Howland Capital Management
Massachusetts
$2.79M +$231K +10,325 +9%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$2.77M +$1.29M +57,628 +87%
SB
63
Strategic Blueprint
Georgia
$2.77M +$1.51M +67,552 +120%
TCA
64
Transcend Capital Advisors
New Jersey
$2.76M -$2.14M -95,627 -44%
PA
65
Parallel Advisors
California
$2.75M +$301K +13,466 +12%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.61M -$15.8K -708 -0.6%
Osaic Holdings
67
Osaic Holdings
Arizona
$2.4M -$3.13M -142,702 -57%
LWL
68
Leo Wealth LLC
Texas
$2.35M -$38.6K -1,728 -2%
SCM
69
SCS Capital Management
Massachusetts
$2.33M +$4.38K +196 +0.2%
Truist Financial
70
Truist Financial
North Carolina
$2.23M -$84K -3,755 -4%
AI
71
Atria Investments
North Carolina
$2.21M +$4.83K +216 +0.2%
SFB
72
STAR Financial Bank
Indiana
$2.12M +$206K +9,216 +11%
HFS
73
Hughes Financial Services
Virginia
$2.12M +$80K +3,585 +4%
RWP
74
Reliant Wealth Planning
Kentucky
$2.03M +$240K +10,754 +13%
AC
75
Apella Capital
Connecticut
$2.01M +$424K +19,120 +27%
1 2
3
4 5