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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.48M |
| 2 |
AAIM
Asset Advisors Investment Management
Augusta,
Georgia
|
+$6.36M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$4.61M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.53M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$5.09M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$5.03M |
| 3 |
Morgan Stanley
New York
|
-$3.38M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$2.13M |
| 5 |
HF
HRT Financial
New York
|
-$1.96M |
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.