iShares iBonds Dec 2028 Term Treasury ETF
IBTI
203 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, 119 increasing their positions, 36 reducing their positions, and 9 closing their positions.
231% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 36
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
6% more funds holding
Funds holding: 191 → 203 (+12)
6% more capital invested
Capital invested by funds: $878M → $932M (+$54.1M)
0.61% more ownership
Funds ownership: 82.84% → 83.45% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAIM
Asset Advisors Investment Management
Augusta,
Georgia
|
+$10.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.49M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$7.76M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$7.6M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
IBTI Hedge Fund Activity: Q3 2025 in Review
203 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q3 2025, worth a combined $932M — up 6.2% from $878M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBTI positions and 9 closed out — a net gain of 13 holders — while 119 added to existing stakes and 36 trimmed.
The largest buyer was Asset Advisors Investment Management, adding an estimated $10.8M. The largest seller was NewEdge Advisors, cutting an estimated $21.1M.
- 203 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q3 2025, up from 191 in Q2 2025.
- Funds reported $932M of iShares iBonds Dec 2028 Term Treasury ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q3 2025 and 9 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q3 2025 was Asset Advisors Investment Management, an estimated $10.8M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q3 2025 was NewEdge Advisors, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2025.