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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 %
EH
151
Equitable Holdings
New York
$240K +$33K +1,477 +16%
HA
152
Hamel Associates
New Jersey
$237K +$237K +10,590 New
IAA
153
Independent Advisor Alliance
North Carolina
$236K -$8.3K -371 -3%
PWS
154
Precision Wealth Strategies
Missouri
$233K +$233K +10,432 New
PWA
155
Physician Wealth Advisors
Utah
$232K +$760 +34 +0.3%
WFMPM
156
Woodley Farra Manion Portfolio Management
Indiana
$228K +$228K +10,205 New
BMCM
157
Black Maple Capital Management
Wisconsin
$224K +$224K +10,000 New
BFG
158
Berger Financial Group
Minnesota
$215K – – –
4WM
159
4J Wealth Management
Virginia
$214K +$626 +28 +0.3%
KWM
160
KFG Wealth Management
Indiana
$208K +$6.17K +276 +3%
Comerica Bank
161
Comerica Bank
Texas
$116K -$335 -15 -0.3%
HC
162
Hara Capital
Washington
$110K -$49.8K -2,225 -31%
CTWM
163
Cherry Tree Wealth Management
Minnesota
$102K +$12.1K +541 +13%
HBT
164
Hills Bank & Trust
Iowa
$101K +$101K +4,529 New
LWA
165
Lowe Wealth Advisors
Maryland
$94.3K -$25.2K -1,127 -21%
BWL
166
Bogart Wealth LLC
Virginia
$75.1K +$67 +3 +0.1%
BOJHT
167
Bank of Jackson Hole Trust
Wyoming
$74.1K – – –
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$73.7K +$27.5K +1,231 +60%
AWM
169
AllSquare Wealth Management
New York
$71.7K +$3K +134 +4%
US Bancorp
170
US Bancorp
Minnesota
$68.2K – – –
FPB
171
First PREMIER Bank
South Dakota
$68K -$914 -41 -1%
William Blair & Company
172
William Blair & Company
Illinois
$51.1K -$4.7K -210 -8%
CAL
173
Capital Analysts LLC
Pennsylvania
$47K – – –
OPTFSNA
174
Old Point Trust & Financial Services N A
Virginia
$47K – – –
MWM
175
Mascoma Wealth Management
New Hampshire
$44.4K – – –
4 5 6
7
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