IBTI icon

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.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% 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
109
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22M
2
AAIM
2
Asset Advisors Investment Management
Georgia
$12.7M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$59.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$50.6M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$28.3M
2
AP
2
Atwood & Palmer
Missouri
$20.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$73.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.4M
5
TCA
5
Transcend Capital Advisors
New Jersey
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
HA
151
Hamel Associates
New Jersey
$237K 10,590 +10,590 New
IAA
152
Independent Advisor Alliance
North Carolina
$236K 10,552 -371 -3%
PWS
153
Precision Wealth Strategies
Missouri
$233K 10,432 +10,432 New
PWA
154
Physician Wealth Advisors
Utah
$232K 10,396 +34 +0.3%
WFMPM
155
Woodley Farra Manion Portfolio Management
Indiana
$228K 10,205 +10,205 New
BMCM
156
Black Maple Capital Management
Wisconsin
$224K 10,000 +10,000 New
BFG
157
Berger Financial Group
Minnesota
$215K 9,601 – –
4WM
158
4J Wealth Management
Virginia
$214K 9,561 +28 +0.3%
KWM
159
KFG Wealth Management
Indiana
$208K 9,299 +276 +3%
Comerica Bank
160
Comerica Bank
Texas
$116K 5,197 -15 -0.3%
HC
161
Hara Capital
Washington
$110K 4,925 -2,225 -31%
CTWM
162
Cherry Tree Wealth Management
Minnesota
$102K 4,563 +541 +13%
HBT
163
Hills Bank & Trust
Iowa
$101K 4,529 +4,529 New
LWA
164
Lowe Wealth Advisors
Maryland
$94.3K 4,218 -1,127 -21%
BWL
165
Bogart Wealth LLC
Virginia
$75.1K 3,358 +3 +0.1%
BOJHT
166
Bank of Jackson Hole Trust
Wyoming
$74.1K 3,314 – –
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$73.7K 3,294 +1,231 +60%
AWM
168
AllSquare Wealth Management
New York
$71.7K 3,207 +134 +4%
US Bancorp
169
US Bancorp
Minnesota
$68.2K 3,050 – –
FPB
170
First PREMIER Bank
South Dakota
$68K 3,050 -41 -1%
William Blair & Company
171
William Blair & Company
Illinois
$51.1K 2,286 -210 -8%
CAL
172
Capital Analysts LLC
Pennsylvania
$47K 2,080 – –
OPTFSNA
173
Old Point Trust & Financial Services N A
Virginia
$47K 2,100 – –
MWM
174
Mascoma Wealth Management
New Hampshire
$44.4K 1,985 – –
OSNBOA
175
Old Second National Bank of Aurora
Illinois
$40.8K 1,825 – –
4 5 6
7
8