I
iShares iBonds Dec 2028 Term Treasury
IBTI • NASDAQ
iShares iBonds Dec 2028 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 198 institutional investors hold shares in this ETF, with total holdings valued at $923.1M. MORGAN STANLEY is the largest holder with a position valued at $74.4M.
Overview
Overview of institutional ownership in IBTI as of Q3 2025
All Institutions
- Institutions
- 198
- Value Held
- $923.1M
- Shares Held
- 41.2M
- Avg Position
- $4.7M
- Median Position
- $832.8K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $8.1M
- Shares Held
- 360.7K
- Avg Position
- $2.0M
- Median Position
- $1.7M
Biggest Investors
Institutions with the largest positions in IBTI as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $74.4M 0.00% of portfolio |
C Colony Group, LLC Institution | $67.4M 0.11% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $53.5M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $53.1M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $33.8M 0.01% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $23.7M 0.04% of portfolio |
$23.5M 2.23% of portfolio | |
 Stratos Wealth Partners, LTD. RIA/Wealth | $21.5M 0.26% of portfolio |
 ATWOOD & PALMER INC RIA/Wealth | $20.2M 1.21% of portfolio |
 UBS Group AG Institution | $20.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTI in Q3 2025
- Traded
- +$52.7M
- Buyers
- 140
- Sellers
- 45
- Total Bought
- +$105.6M
- Total Sold
- −$52.9M
- Avg Position
- $4.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
+$10.9M +484.9K shares | |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$8.5M +380.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$7.8M +347.7K shares |
C Colony Group, LLC Institution | +$7.6M +340.5K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$7.0M +311.0K shares |
 AMERIPRISE FINANCIAL INC Institution | +$3.4M +153.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.3M +149.3K shares |
 MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth | +$3.0M +136.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.6M +115.6K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$2.5M +112.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Goss Wealth Management LLC RIA/Wealth | −$21.1M −943.3K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$9.8M −436.5K shares |
 GOLDMAN SACHS GROUP INC Institution | −$3.2M −144.3K shares |
 Retireful, LLC ETF Provider | −$2.9M −131.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$2.4M −108.2K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.8M −80.1K shares |
S STAR Financial Bank Institution | −$1.8M −78.8K shares |
 Carmel Capital Partners, LLC Hedge Fund•Value | −$1.4M −62.0K shares |
 Sigma Planning Corp RIA/Wealth | −$1.2M −55.6K shares |
 IFP Advisors, Inc RIA/Wealth | −$1.1M −50.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTI in Q3 2025
- New Positions
- 16
- New Value
- $4.0M
- Exited Positions
- 10
- Exited Value
- $16.1M
New Positions
| Institution | Position Value |
|---|---|
 CHATHAM CAPITAL GROUP, INC. RIA/Wealth | $1.3M 59.7K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $433.5K 19.4K shares |
$409.4K 18.3K shares | |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $402.9K 18.0K shares |
 Opus Capital Group, LLC RIA/Wealth | $324.6K 14.5K shares |
C Cyr Financial Inc. RIA/Wealth | $260.7K 11.6K shares |
 Great Diamond Partners, LLC RIA/Wealth | $242.3K 10.8K shares |
 Guidance Point Advisors, LLC RIA/Wealth | $218.9K 9.8K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $203.7K 9.1K shares |
 High Note Wealth, LLC RIA/Wealth | $29.3K 1.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $9.8M 436.5K shares |
Retireful, LLC ETF Provider | $2.9M 131.8K shares |
Sigma Planning Corp RIA/Wealth | $1.2M 55.6K shares |
J JANE STREET GROUP, LLC Institution | $904.7K 40.5K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $725.0K 32.4K shares |
 Precision Wealth Strategies, LLC RIA/Wealth | $233.3K 10.4K shares |
 4J Wealth Management LLC RIA/Wealth | $213.8K 9.6K shares |
 Capital Analysts, Inc. RIA/Wealth | $46.5K 2.1K shares |
A Atlantic Trust Group, LLC Institution | $10.0K 449.0 shares |
C Costello Asset Management, INC RIA/Wealth | $460.0 21.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBTI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Horizon Advisory Services, Inc. RIA/Wealth | 12.86% $19.2M |
 Vista Private Wealth Partners. LLC RIA/Wealth | 5.23% $16.8M |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | 5.10% $9.1M |
 Wealth Management Strategies, Inc. RIA/Wealth | 4.81% $9.7M |
MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth | 4.44% $14.6M |
 MKT Advisors LLC RIA/Wealth | 4.39% $11.8M |
 SHELTON WEALTH MANAGEMENT, LLC RIA/Wealth | 3.81% $8.2M |
 Financial Advisory Corp RIA/Wealth | 2.70% $18.3M |
2.23% $23.5M | |
S Scissortail Wealth Management, LLC RIA/Wealth | 2.09% $9.6M |
Hedge Fund Spotlight
Discover hedge funds investing in IBTI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2028 Term Treasury
- Market Value
- $3.0M
- Shares Held
- 133.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
