Who Owns iShares iBonds Dec 2028 Term Treasury ETF (IBTI)?Hedge Fund & Institutional Holders

$22.31+0.04 (+0.16%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$21.77$21.98$22.19$22.39$22.60Jul 24May 25Mar 26

IBTI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+281K+$57.9B
MERCER GLOBAL ADVISORS INC /ADVIncreased+1.2M+$26.3B
Asset Advisors Investment Management, LLCNew Position+1.2M+$25.8B
ATWOOD & PALMER INCNew Position+924K+$20.7B
Horizon Advisory Services, Inc.New Position+881K+$19.7B
MKT Advisors LLCNew Position+784K+$17.6B
Denver PWM, LLCNew Position+750K+$16.8B
MOSELEY INVESTMENT MANAGEMENT INCNew Position+704K+$15.7B
HM PAYSON & CONew Position+619K+$13.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+587K+$13.0B
Krilogy Financial LLCNew Position+573K+$12.8B
Scissortail Wealth Management, LLCNew Position+451K+$10.1B
WELLS FARGO & COMPANY/MNIncreased+461K+$9.5B
D.A. DAVIDSON & CO.New Position+294K+$6.6B
MV CAPITAL MANAGEMENT, INC.New Position+278K+$6.2B

IBTI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-224K-$5.3B
Allworth Financial LPDecreased-7K-$3.2B
CITADEL ADVISORS LLCClosed Position-133K-$3.0B
GOLDMAN SACHS GROUP INCDecreased-89K-$2.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-52K-$1.6B
Consolidated Portfolio Review CorpClosed Position-45K-$1.0B
Strategic Financial Concepts, LLCClosed Position-13K-$280.4M
RFP Financial Group LLCDecreased-12K-$278.3M
HAMEL ASSOCIATES, INC.Closed Position-11K-$247.3M
Berger Financial Group, IncClosed Position-10K-$214.9M
CARY STREET PARTNERS FINANCIAL LLCDecreased-2K-$56.2M
EVEXIA WEALTH LLCDecreased-2K-$38.6M
BLAIR WILLIAM & CO/ILClosed Position-1K-$24.2M
STAR Financial BankDecreased-602-$14.3M
Robbins FarleyDecreased-625-$14.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth3,227,073$72.0B82.06%Share
2MERCER GLOBAL ADVISORS INC /ADV2,271,602$50.0B76.22%Share
3WELLS FARGO & COMPANY/MN2,068,426$46.0B8.38%Share
4RAYMOND JAMES FINANCIAL INC1,418,207$31.0B9.65%Share
5BANK OF AMERICA CORP /DE/1,364,820$30.0B2.18%Share
6BANK OF AMERICA CORP /DE/1,280,278$28.0B2.04%Share
7Asset Advisors Investment Management, LLC1,152,610$25.8B2.38%Share
8UNITED CAPITAL FINANCIAL ADVISORS, LLC1,044,411$23.0B138.49%Share
9UBS Group AG1,022,578$22.9B3.71%Share
10Financial Advisory Corp981,842$22.0B3.19%Share
11Stratos Wealth Partners, LTD.976,973$21.9B247.01%Share
12ATWOOD & PALMER INC924,092$20.7B1.17%Share
13Horizon Advisory Services, Inc.881,455$19.7B9.97%Share
14Journey Advisory Group, LLC845,879$18.9B1.59%Share
15MKT Advisors LLC784,305$17.6B5.99%Share
16WELLS FARGO & COMPANY/MN783,230$17.0B3.10%Share
17Denver PWM, LLC750,016$16.8B5.60%Share
18Baltimore-Washington Financial Advisors, Inc.716,024$16.0B0.67%Share
19MOSELEY INVESTMENT MANAGEMENT INC704,196$15.7B4.87%Share
20ROYAL BANK OF CANADA709,719$15.0B2.44%Share
21COMMONWEALTH EQUITY SERVICES, LLC586,790$13.0B17.33%Share
22Krilogy Financial LLC572,813$12.8B0.44%Share
23Legacy Private Trust Co.545,250$12.2B0.72%Share
24Steward Partners Investment Advisory, LLC536,840$12.0B65.80%Share
25STIFEL FINANCIAL CORP556,658$12.0B10.79%Share
26HM PAYSON & CO514,434$11.5B162.25%Share
27Scissortail Wealth Management, LLC451,382$10.1B2.30%Share
28AMERIPRISE FINANCIAL INC484,384$10.0B2.26%Share
29EIGHT 31 FINANCIAL, LLC424,922$9.5B5.21%Share
30RAYMOND JAMES FINANCIAL INC423,000$9.0B2.80%Share
31SHELTON WEALTH MANAGEMENT, LLC389,577$8.7B3.73%Share
32Snowden Capital Advisors LLC384,789$8.0B0.21%Share
33OSAIC HOLDINGS, INC.336,453$7.0B10.23%Share
34D.A. DAVIDSON & CO.293,510$6.6B40.21%Share
35MV CAPITAL MANAGEMENT, INC.278,332$6.2B0.60%Share
36Carmel Capital Partners, LLC269,864$6.0B2.12%Share
37CENTRAL TRUST Co267,308$6.0B117.11%Share
38COLTON GROOME FINANCIAL ADVISORS, LLC235,073$5.3B1.51%Share
39FCA CORP /TX219,760$4.9B1.39%Share
40Baird Financial Group, Inc.206,163$4.0B6.24%Share
41IFP Advisors, Inc184,730$4.0B0.09%Share
42Asset Dedication, LLC157,804$3.5B0.23%Share
43Accretive Wealth Partners, LLC154,708$3.5B1.03%Share
44Ashton Thomas Private Wealth, LLC144,539$3.2B0.08%Share
45Belpointe Asset Management LLC139,419$3.1B0.11%Share
46LEAVELL INVESTMENT MANAGEMENT, INC.139,411$3.0B0.12%Share
47Parallel Advisors, LLC139,512$3.0B54.88%Share
48HOWLAND CAPITAL MANAGEMENT LLC125,822$2.8B0.11%Share
49Lantz Financial LLC119,081$2.7B0.56%Share
50Capital Investment Advisors, LLC117,782$2.6B40.12%Share

IBTI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025233$796.5B+127
Q3 2025106$494.1B-64
Q2 2025170$668.6B-15
Q1 2025185$762.1B+50
Q4 2024135$6.4T+44
Q3 202491$34.5T+7
Q2 202484$5.5T+8
Q1 202476$991.5T—

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As of Q4 2025, 50 institutional investors hold IBTI (iShares iBonds Dec 2028 Term Treasury ETF). The largest holder is Focus Partners Wealth with $72.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTI?

As of Q4 2025, 50 institutional investors report holding IBTI (iShares iBonds Dec 2028 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTI?

The largest institutional holder of IBTI is Focus Partners Wealth with $72.0B in shares.

Is institutional ownership of IBTI increasing or decreasing?

This quarter, 12 institutions opened new positions in IBTI and 6 closed their positions.