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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

186 hedge funds and large institutions have $821M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 22

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $703M → $821M (+$118M)

12% more funds holding

Funds holding: 166 → 186 (+20)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0.58% less ownership

Funds ownership: 83.75% → 83.17% (-0.58%)

Holders
186
Holders Change
+20
Holders Change %
+12.05%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
29
Increased
107
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAC
Financial Advisory Corporation
Michigan
+$16.3M
2
Wells Fargo
Wells Fargo
California
+$9.55M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.03M
4
E3F
Eight 31 Financial
Texas
+$8.09M
5
Bank of America
Bank of America
North Carolina
+$6.72M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$13.1M
2
BEI
Benjamin Edwards Inc
Missouri
-$13M
3
EP
Essential Planning
New Hampshire
-$10.7M
4
CIM
Confluence Investment Management
Missouri
-$3.77M
5
Raymond James Financial
Raymond James Financial
Florida
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
151
Equitable Holdings
New York
$206K +$204K +9,259 New
KWM
152
KFG Wealth Management
Indiana
$201K +$199K +9,023 New
DWM
153
DecisionMap Wealth Management
Virginia
$200K +$198K +9,002 New
HC
154
Hara Capital
Washington
$159K -$315K -14,300 -67%
PTC
155
Private Trust Company
Ohio
$139K -$84K -3,814 -38%
LWA
156
Lowe Wealth Advisors
Maryland
$119K +$118K +5,345 New
Comerica Bank
157
Comerica Bank
Texas
$116K +$16.8K +761 +17%
SWC
158
Spectrum Wealth Counsel
Indiana
$116K – – –
WT
159
Washington Trust
Rhode Island
$113K -$55K -2,500 -33%
CTWM
160
Cherry Tree Wealth Management
Minnesota
$89.5K +$37.2K +1,691 +73%
BWL
161
Bogart Wealth LLC
Virginia
$74.7K +$22 +1 +0%
BOJHT
162
Bank of Jackson Hole Trust
Wyoming
$73.5K +$30.8K +1,401 +73%
SFGP
163
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$72.4K – – –
FPB
164
First PREMIER Bank
South Dakota
$69K – – –
AWM
165
AllSquare Wealth Management
New York
$68.4K +$18K +818 +36%
US Bancorp
166
US Bancorp
Minnesota
$67.9K – – –
William Blair & Company
167
William Blair & Company
Illinois
$55.5K +$28.3K +1,286 +106%
HPC
168
HM Payson & Co
Maine
$50.3K – – –
OPTFSNA
169
Old Point Trust & Financial Services N A
Virginia
$46.7K +$20.9K +950 +83%
CAL
170
Capital Analysts LLC
Pennsylvania
$46K – – –
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$45.9K +$9.03K +410 +25%
MWM
172
Mascoma Wealth Management
New Hampshire
$44.2K +$43.7K +1,985 New
PA
173
PSI Advisors
Florida
$42.3K – – –
OSNBOA
174
Old Second National Bank of Aurora
Illinois
$40.6K – – –
RF
175
Robbins Farley
New Hampshire
$40.6K – – –
4 5 6
7
8

IBTI Hedge Fund Activity: Q1 2025 in Review

186 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q1 2025, worth a combined $821M — up 17% from $703M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBTI positions and 7 closed out — a net gain of 22 holders — while 107 added to existing stakes and 22 trimmed.

The largest buyer was Financial Advisory Corporation, opening a new position worth an estimated $16.3M. The largest seller was Stifel Financial, cutting an estimated $13.1M.

  • 186 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q1 2025, up from 166 in Q4 2024.
  • Funds reported $821M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q1 2025 and 7 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q1 2025 was Financial Advisory Corporation, an estimated $16.3M added.
  • The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q1 2025 was Stifel Financial, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.