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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 %
PB
126
Pinnacle Bancorp
Nebraska
$346K – – –
TWM
127
Trinity Wealth Management
Pennsylvania
$337K – – –
HI
128
Harbour Investments
Wisconsin
$332K +$51.3K +2,296 +18%
CBT
129
Crews Bank & Trust
Florida
$329K +$10.1K +450 +3%
EW
130
Element Wealth
Mississippi
$329K +$83.3K +3,725 +34%
SWP
131
Summit Wealth Partners
Florida
$319K +$101K +4,504 +46%
KAS
132
KPP Advisory Services
Kentucky
$309K – – –
PJSIMP
133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K +$292K +13,058 New
AGP
134
Autumn Glory Partners
Texas
$289K +$671 +30 +0.2%
SFC
135
Strategic Financial Concepts
Texas
$280K – – –
EP
136
Essential Planning
New Hampshire
$278K +$1.72K +77 +0.6%
LWM
137
Liberty Wealth Management
California
$276K +$276K +12,358 New
WANY
138
Wealthspire Advisors (New York)
New York
$275K +$275K +12,315 New
MWM
139
Modera Wealth Management
New Jersey
$275K +$275K +12,298 New
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$274K +$14.1K +629 +5%
ADL
141
Asset Dedication LLC
California
$271K +$64.3K +2,876 +31%
CWM
142
Connecticut Wealth Management
Connecticut
$265K +$265K +11,862 New
CFGL
143
Cambridge Financial Group, LLC
Arizona
$262K – – –
DWM
144
DecisionMap Wealth Management
Virginia
$261K +$59.7K +2,670 +30%
UCB
145
United Community Bank
South Carolina
$258K – – –
HFA
146
Highland Financial Advisors
New Jersey
$256K – – –
ECM
147
Exchange Capital Management
Michigan
$250K +$250K +11,179 New
PCIA
148
Prime Capital Investment Advisors
Kansas
$248K +$248K +11,105 New
YWM
149
Yoder Wealth Management
California
$245K – – –
MFG
150
Merit Financial Group
Georgia
$244K +$244K +10,922 New
4 5
6
7 8