Who Owns IBTI?
iShares iBonds Dec 2028 Term Treasury ETF — Institutional Ownership & 13F Holdings
$22.25
+0.03 (+0.14%)
Market Cap
$1.6B
Shares Outstanding
73,352,292
Institutional Holders
185
Total Inst. Value
$726.7M
% of Float Held
—
QoQ Holder Change
+109
Institutional data as of Q1 2025
New Positions
60
Closed Positions
10
Increased
90
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $76.4M | 3,431,630 |
| 2 | Focus Partners Wealth | $54.8M | 2,464,221 |
| 3 | WELLS FARGO & COMPANY/MN | $53.8M | 2,419,563 |
| 4 | BANK OF AMERICA CORP /DE/ | $45.9M | 2,065,116 |
| 5 | NewEdge Advisors, LLC | $33.3M | 1,495,732 |
| 6 | RAYMOND JAMES FINANCIAL INC | $26.9M | 1,209,605 |
| 7 | ATWOOD & PALMER INC | $25.2M | 1,133,823 |
| 8 | Horizon Advisory Services, Inc. | $18.4M | 826,003 |
| 9 | UBS Group AG | $17.5M | 784,529 |
| 10 | Journey Advisory Group, LLC | $17.3M | 778,448 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +198K | $76.4M |
| Focus Partners Wealth | +410K | $54.8M |
| WELLS FARGO & COMPANY/MN | +434K | $53.8M |
| BANK OF AMERICA CORP /DE/ | +305K | $45.9M |
| ATWOOD & PALMER INC | +50K | $25.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -596K | $3.2M |
| Strategic Financial Concepts, LLC | -258K | $279K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -171K | $10K |
| RAYMOND JAMES FINANCIAL INC | -108K | $26.9M |
| NewEdge Advisors, LLC | -77K | $33.3M |
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Frequently Asked Questions
How many institutional investors hold IBTI?
As of Q1 2025, 185 institutional investors report holding IBTI (iShares iBonds Dec 2028 Term Treasury ETF) in their 13F filings.
Which hedge fund owns the most IBTI?
The largest institutional holder of IBTI is MORGAN STANLEY with $76.4M in shares.
Are institutions buying or selling IBTI?
This quarter, 60 institutions opened new positions in IBTI and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.