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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
KPWS
126
Kestra Private Wealth Services
Texas
$354K +$352K +15,820 New
PP
127
Prosperity Planning
Missouri
$353K – – –
PB
128
Pinnacle Bancorp
Nebraska
$346K – – –
TWM
129
Trinity Wealth Management
Pennsylvania
$337K – – –
HI
130
Harbour Investments
Wisconsin
$332K +$51K +2,296 +18%
CBT
131
Crews Bank & Trust
Florida
$329K +$10K +450 +3%
EW
132
Element Wealth
Mississippi
$329K +$82.8K +3,725 +34%
SWP
133
Summit Wealth Partners
Florida
$319K +$100K +4,504 +46%
KAS
134
KPP Advisory Services
Kentucky
$309K – – –
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K +$290K +13,058 New
AGP
136
Autumn Glory Partners
Texas
$289K +$667 +30 +0.2%
SFC
137
Strategic Financial Concepts
Texas
$280K – – –
EP
138
Essential Planning
New Hampshire
$278K +$1.71K +77 +0.6%
LWM
139
Liberty Wealth Management
California
$276K +$275K +12,358 New
WANY
140
Wealthspire Advisors (New York)
New York
$275K +$274K +12,315 New
MWM
141
Modera Wealth Management
New Jersey
$275K +$273K +12,298 New
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$274K +$14K +629 +5%
ADL
143
Asset Dedication LLC
California
$271K +$63.9K +2,876 +31%
CWM
144
Connecticut Wealth Management
Connecticut
$265K +$264K +11,862 New
CFGA
145
Cambridge Financial Group (Arizona)
Arizona
$262K – – –
DWM
146
DecisionMap Wealth Management
Virginia
$261K +$59.4K +2,670 +30%
UCB
147
United Community Bank
South Carolina
$258K – – –
HFA
148
Highland Financial Advisors
New Jersey
$256K – – –
ECM
149
Exchange Capital Management
Michigan
$250K +$248K +11,179 New
PCA
150
Prosperity Capital Advisors
Ohio
$250K -$10.6K -476 -4%
4 5
6
7 8

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.