iShares iBonds Dec 2028 Term Treasury ETF
IBTI
250 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 44 reducing their positions, and 11 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 44
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $1.15B → $1.37B (+$228M)
8% more funds holding
Funds holding: 232 → 250 (+18)
3.59% more ownership
Funds ownership: 82.37% → 85.96% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$30.4M |
| 2 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$28.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$16.9M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$9.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Probity Advisors
Dallas,
Texas
|
-$3.66M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.31M |
| 3 |
DP
Denver PWM
Denver,
Colorado
|
-$1.89M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$724K |
| 5 |
Morgan Stanley
New York
|
-$723K |
IBTI Hedge Fund Activity: Q1 2026 in Review
250 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q1 2026, worth a combined $1.37B — up 20% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBTI positions and 11 closed out — a net gain of 23 holders — while 143 added to existing stakes and 44 trimmed.
The largest buyer was Bailard, opening a new position worth an estimated $30.4M. The largest seller was Probity Advisors, cutting an estimated $3.66M.
- 250 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q1 2026, up from 232 in Q4 2025.
- Funds reported $1.37B of iShares iBonds Dec 2028 Term Treasury ETF stock for Q1 2026, up 20% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q1 2026 and 11 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q1 2026 was Bailard, an estimated $30.4M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q1 2026 was Probity Advisors, an estimated $3.66M sold.
Based on aggregated 13F filings for Q1 2026.