IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

184 hedge funds and large institutions have $818M invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
29
Increased
105
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.4M 3,431,630 +197,843 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$54.8M 2,464,221 +410,011 +20%
Wells Fargo
3
Wells Fargo
California
$53.8M 2,419,563 +433,722 +22%
Bank of America
4
Bank of America
North Carolina
$45.9M 2,065,116 +305,271 +17%
NA
5
NewEdge Advisors
Louisiana
$33.3M 1,495,732 -76,904 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$26.9M 1,209,605 -107,837 -8%
AP
7
Atwood & Palmer
Missouri
$25.2M 1,133,823 +50,013 +5%
SWP
8
Stratos Wealth Partners
Ohio
$22.2M 996,970 +47,989 +5%
HAS
9
Horizon Advisory Services
New York
$18.4M 826,003 +21,922 +3%
UBS Group
10
UBS Group
Switzerland
$17.5M 784,529 +107,805 +16%
JAG
11
Journey Advisory Group
Kentucky
$17.3M 778,448 +173,328 +29%
FAC
12
Financial Advisory Corporation
Michigan
$16.5M 741,664 +741,664 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.4M 691,944 +220,791 +47%
DP
14
Denver PWM
Colorado
$15.3M 689,290 +69,223 +11%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$13.4M 600,982 +63,620 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.1M 589,810 +16,874 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$11.8M 528,120 +45,502 +9%
LPL Financial
18
LPL Financial
California
$11.2M 505,230 +143,434 +40%
MA
19
MKT Advisors
California
$11.1M 499,428 +11,968 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.1M 496,891 +43,267 +10%
TC
21
Trust Company
Kansas
$10.9M 490,343 +22,202 +5%
LPT
22
Legacy Private Trust
Wisconsin
$10.7M 479,088 +26,770 +6%
CIM
23
Confluence Investment Management
Missouri
$9.76M 438,690 -171,394 -28%
MIM
24
Moseley Investment Management
Florida
$9.69M 435,577 +55,275 +15%
SWM
25
Scissortail Wealth Management
Oklahoma
$9.18M 412,458 +79,979 +24%