iShares iBonds Dec 2028 Term Treasury ETF
IBTI
257 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2028 Term Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 146 increasing their positions, 46 reducing their positions, and 14 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 46
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
6% more capital invested
Capital invested by funds: $1.37B → $1.46B (+$87.2M)
2% more funds holding
Funds holding: 251 → 257 (+6)
3.77% less ownership
Funds ownership: 85.97% → 82.21% (-3.8%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$60.7M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$41.9M |
| 3 |
BlackRock
New York
|
+$11.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.34M |
| 5 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$24.9M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$11.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.85M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.66M |
| 5 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$3.56M |
IBTI Hedge Fund Activity: Q2 2026 in Review
257 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) for Q2 2026, worth a combined $1.46B — up 6.3% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBTI positions and 14 closed out — a net gain of 12 holders — while 146 added to existing stakes and 46 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $60.7M. The largest seller was Wells Fargo, cutting an estimated $24.9M.
- 257 institutional investors held iShares iBonds Dec 2028 Term Treasury ETF (IBTI) as of Q2 2026, up from 251 in Q1 2026.
- Funds reported $1.46B of iShares iBonds Dec 2028 Term Treasury ETF stock for Q2 2026, up 6.3% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2028 Term Treasury ETF positions in Q2 2026 and 14 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2028 Term Treasury ETF buyer in Q2 2026 was Stratos Wealth Advisors, an estimated $60.7M added.
- The largest iShares iBonds Dec 2028 Term Treasury ETF seller in Q2 2026 was Wells Fargo, an estimated $24.9M sold.
Based on aggregated 13F filings for Q2 2026.