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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
+$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 %
KAS
101
Kestra Advisory Services
Texas
$697K +$2.37K +106 +0.3%
RFG
102
RFP Financial Group
Georgia
$664K +$66.4K +2,970 +11%
FW
103
FullCircle Wealth
Texas
$646K – – –
DSC
104
Duncker Streett & Co
Missouri
$600K – – –
CCM
105
Coldstream Capital Management
Washington
$569K – – –
BSTWA
106
Blake Schutter Theil Wealth Advisors
Ohio
$541K – – –
GSAM
107
Grant Street Asset Management
Pennsylvania
$527K +$5.23K +234 +1%
SWMG
108
Signature Wealth Management Group
Georgia
$513K -$7.22K -323 -1%
KOC
109
Koss-Olinger Consulting
Florida
$512K +$1.66K +74 +0.3%
SPWM
110
Straight Path Wealth Management
Michigan
$498K +$28.3K +1,266 +6%
EW
111
Evexia Wealth
Wisconsin
$493K +$64.4K +2,896 +15%
BAM
112
Belpointe Asset Management
Nevada
$483K +$483K +21,610 New
BC
113
Barrett & Company
Rhode Island
$481K +$45.6K +2,038 +10%
Cerity Partners
114
Cerity Partners
New York
$471K -$2.08K -93 -0.4%
Creative Planning
115
Creative Planning
Kansas
$468K – – –
WAS
116
Wealth Advisory Solutions
Indiana
$463K +$14K +628 +3%
PS
117
Principal Securities
Iowa
$423K +$123K +5,501 +41%
MCM
118
MAI Capital Management
Ohio
$415K +$4.11K +184 +1%
HBT
119
Heartland Bank & Trust
Illinois
$399K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$383K +$23.4K +1,046 +7%
CIAS
121
CFS Investment Advisory Services
New Jersey
$380K +$1.45K +65 +0.4%
LIA
122
LBMC Investment Advisors
Tennessee
$368K +$133K +5,929 +56%
HighTower Advisors
123
HighTower Advisors
Illinois
$354K +$60.5K +2,706 +21%
KPWS
124
Kestra Private Wealth Services
Texas
$354K +$354K +15,820 New
PP
125
Prosperity Planning
Missouri
$353K -$339K – –
3 4
5
6 7