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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.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.49%
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 %
RF
176
Robbins Farley
New Hampshire
$39K -$1.74K -78 -4%
HWM
177
Horizons Wealth Management
North Carolina
$34.6K +$11.1K +495 +47%
PTC
178
Private Trust Company
Ohio
$26K -$113K -5,063 -81%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$24.7K +$12.4K +554 +101%
EB
180
Eastern Bank
Massachusetts
$21.2K – – –
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$10K +$10K +449 New
LCM
182
Logan Capital Management
Pennsylvania
$6.46K – – –
CFD
183
Creative Financial Designs
Indiana
$4.23K – – –
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$1.41K – – –
AC
185
AlphaCore Capital
California
$1.1K – – –
CAM
186
Costello Asset Management
Pennsylvania
$460 +$22 +1 +5%
HF
187
HRT Financial
New York
– -$1.96M -88,083 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– -$989K -44,442 Closed
GS
189
GTS Securities
New York
– -$759K -34,122 Closed
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
– -$382K -17,407 Closed
T
191
Tableaux
Massachusetts
– -$286K -12,850 Closed
PCA
192
Prosperity Capital Advisors
Ohio
– -$258K -11,637 Closed
BWM
193
BCS Wealth Management
Tennessee
– -$219K -9,827 Closed
WT
194
Washington Trust
Rhode Island
– -$113K -5,100 Closed
SFG
195
Stonebridge Financial Group
Pennsylvania
– -$72.4K -3,255 Closed
PA
196
PSI Advisors
Florida
– -$42.3K -1,900 Closed
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
– -$11.1K -500 Closed
FFA
198
Farther Finance Advisors
California
– -$6.62K -298 Closed
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