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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

190 hedge funds and large institutions have $870M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 112 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 32

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $821M → $870M (+$48.8M)

2% more funds holding

Funds holding: 186 → 190 (+4)

0.69% less ownership

Funds ownership: 83.17% → 82.48% (-0.69%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.5%
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
112
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.48M
2
AAIM
Asset Advisors Investment Management
Georgia
+$6.36M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.61M
4
UCFA
United Capital Financial Advisors
Texas
+$4.53M
5
Bank of America
Bank of America
North Carolina
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$5.09M
2
AP
Atwood & Palmer
Missouri
-$5.03M
3
Morgan Stanley
Morgan Stanley
New York
-$3.38M
4
TCA
Transcend Capital Advisors
New Jersey
-$2.13M
5
HF
HRT Financial
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Compass Ion Advisors
Pennsylvania
$829K +$191K +8,592 +30%
KAS
102
Kestra Advisory Services
Texas
$697K +$2.36K +106 +0.3%
RFG
103
RFP Financial Group
Georgia
$664K +$66K +2,970 +11%
FW
104
FullCircle Wealth
Texas
$646K – – –
DSC
105
Duncker Streett & Co
Missouri
$600K – – –
CCM
106
Coldstream Capital Management
Washington
$569K – – –
BSTWA
107
Blake Schutter Theil Wealth Advisors
Ohio
$541K – – –
GSAM
108
Grant Street Asset Management
Pennsylvania
$527K +$5.2K +234 +1%
SWMG
109
Signature Wealth Management Group
Georgia
$513K -$7.18K -323 -1%
KOC
110
Koss-Olinger Consulting
Florida
$512K +$1.65K +74 +0.3%
SPWM
111
Straight Path Wealth Management
Michigan
$498K +$28.1K +1,266 +6%
EW
112
Evexia Wealth
Wisconsin
$493K +$64.4K +2,896 +15%
BAM
113
Belpointe Asset Management
Nevada
$483K +$480K +21,610 New
BC
114
Barrett & Company
Rhode Island
$481K +$45.3K +2,038 +10%
Cerity Partners
115
Cerity Partners
New York
$471K -$2.07K -93 -0.4%
Creative Planning
116
Creative Planning
Kansas
$468K – – –
WAS
117
Wealth Advisory Solutions
Indiana
$463K +$14K +628 +3%
PS
118
Principal Securities
Iowa
$423K +$122K +5,501 +41%
MCM
119
MAI Capital Management
Ohio
$415K +$4.09K +184 +1%
T
120
Tableaux
Massachusetts
$406K +$118K +5,294 +41%
HBT
121
Heartland Bank & Trust
Illinois
$399K – – –
JCM
122
Jacobi Capital Management
Pennsylvania
$383K +$23.3K +1,046 +7%
CIAS
123
CFS Investment Advisory Services
New Jersey
$380K +$1.45K +65 +0.4%
LIA
124
LBMC Investment Advisors
Tennessee
$368K +$132K +5,929 +56%
HighTower Advisors
125
HighTower Advisors
Illinois
$354K +$60.2K +2,706 +21%
3 4
5
6 7

IBTI Hedge Fund Activity: Q2 2025 in Review

190 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q2 2025, worth a combined $870M — up 5.9% from $821M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBTI positions and 11 closed out — a net gain of 8 holders — while 112 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.48M. The largest seller was NewEdge Advisors, cutting an estimated $5.09M.

  • 190 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q2 2025, up from 186 in Q1 2025.
  • Funds reported $870M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q2 2025 and 11 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $6.48M added.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q2 2025 was NewEdge Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2025.