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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Overview Fund Activity

187 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
187
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.51%
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 %
VA
76
Valmark Advisers
Ohio
$1.99M +$263K +11,750 +15%
LIM
77
Leavell Investment Management
Alabama
$1.95M +$531K +23,749 +37%
JSA
78
Jim Saulnier & Associates
Colorado
$1.86M +$232K +10,393 +14%
ABC
79
Associated Banc-Corp
Wisconsin
$1.67M +$342K +15,278 +26%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M +$13.2K +591 +0.9%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M +$1.39M +30,972 +2,136%
FFG
82
Foundry Financial Group
New Hampshire
$1.39M -$150K -6,690 -10%
GRP
83
Global Retirement Partners
California
$1.39M +$1.39M +61,953 New
KTM
84
Keeler Thomas Management
Utah
$1.32M +$399K +17,827 +43%
SPC
85
Sigma Planning Corp
Michigan
$1.24M +$48.8K +2,182 +4%
MML Investors Services
86
MML Investors Services
Massachusetts
$1.22M +$907K +40,574 +291%
CIA
87
Capital Investment Advisors
Georgia
$1.17M +$194K +8,694 +20%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.16M +$7.6K +340 +0.7%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.13M +$178K +7,952 +19%
KIM
90
Kestra Investment Management
Texas
$1.08M +$388K +17,399 +56%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$975K +$106K +4,722 +12%
CPRC
92
Consolidated Portfolio Review Corp
New York
$959K +$62.8K +2,809 +7%
CSP
93
Cary Street Partners
Virginia
$937K +$28.2K +1,261 +3%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$929K +$71.1K +3,181 +8%
Citadel Advisors
95
Citadel Advisors
Florida
$914K -$1.89M -84,601 -67%
APW
96
Austin Private Wealth
Texas
$906K +$101K +4,539 +13%
Jane Street
97
Jane Street
New York
$905K -$1.52M -67,899 -63%
Mariner
98
Mariner
Kansas
$894K +$894K +40,000 New
GHA
99
Granite Harbor Advisors
Texas
$856K +$16.7K +747 +2%
CIA
100
Compass Ion Advisors
Pennsylvania
$829K +$192K +8,592 +30%
2 3
4
5 6