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iShares iBonds Dec 2028 Term Treasury ETF
IBTI
IBTI
202 hedge funds and large institutions have $932M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 118 increasing their positions, 36 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
228% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 36
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more capital invested
Capital invested by funds: $870M → $932M (+$62.4M)
6% more funds holding
Funds holding: 190 → 202 (+12)
0.95% more ownership
Funds ownership: 82.48% → 83.43% (+0.95%)
Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
2.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
22
Increased
118
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$21.1M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$9.76M |
| 3 |
Goldman Sachs
New York
|
-$3.22M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.95M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.41K | – | – | – |
|
|
AC
202
AlphaCore Capital
La Jolla,
California
| $1.11K | +$22 | +1 | +2% |
|
|
CIM
203
Confluence Investment Management
St. Louis,
Missouri
| – | -$9.76M | -436,479 | Closed |
|
|
RL
204
Retireful LLC
Haslett,
Michigan
| – | -$2.95M | -131,807 | Closed |
|
|
SPC
205
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$1.24M | -55,618 | Closed |
|
206
Jane Street
New York
| – | -$905K | -40,461 | Closed |
|
|
PWS
207
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$233K | -10,432 | Closed |
|
|
4WM
208
4J Wealth Management
Alexandria,
Virginia
| – | -$214K | -9,561 | Closed |
|
|
CAL
209
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$47K | -2,080 | Closed |
|
210
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$10K | -449 | Closed |
|
|
CAM
211
Costello Asset Management
Feasterville,
Pennsylvania
| – | -$460 | -21 | Closed |
|