iShares iBonds Dec 2028 Term Treasury ETF
IBTI
232 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 22 reducing their positions, and 14 closing their positions.
527% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 22
250% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 14
23% more capital invested
Capital invested by funds: $932M → $1.15B (+$213M)
15% more funds holding
Funds holding: 202 → 232 (+30)
1.06% less ownership
Funds ownership: 83.43% → 82.37% (-1.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$30.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$27.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.4M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$12.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.6M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$5.29M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$2.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.98M |
| 5 |
Goldman Sachs
New York
|
-$1.99M |
IBTI Hedge Fund Activity: Q4 2025 in Review
232 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q4 2025, worth a combined $1.15B — up 23% from $932M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IBTI positions and 14 closed out — a net gain of 35 holders — while 138 added to existing stakes and 22 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $30.7M. The largest seller was Envestnet Asset Management, cutting an estimated $17.6M.
- 232 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q4 2025, up from 202 in Q3 2025.
- Funds reported $1.15B of iShares iBonds Dec 2028 Term Treasury ETF stock for Q4 2025, up 23% quarter-over-quarter.
- 49 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q4 2025 and 14 closed out, a net change of +35 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q4 2025 was Brookstone Capital Management, an estimated $30.7M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2025.