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.
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
16% more capital invested
Capital invested by funds: $710M → $821M (+$111M)
12% more funds holding
Funds holding: 166 → 186 (+20)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
0.57% less ownership
Funds ownership: 83.73% → 83.17% (-0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAC
Financial Advisory Corporation
Grand Rapids,
Michigan
|
+$16.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.55M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.03M |
| 4 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$8.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$13.1M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$13M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$10.7M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$3.77M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.37M |
IBTI Hedge Fund Activity: Q1 2025 in Review
186 of the 7,471 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 16% from $710M 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 16% 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.