ISHARES IBONDS DEC 2028 TERM (IBTI) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2028 TERM (IBTI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Ameriprise Financial Inc, Royal Bank Of Canada, Bank Of America Corp, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+69,857+5.5%1,340,234$29.67MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+156,891+19.4%966,839$21.41MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-19,058-22.9%64,165$1.42MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+232,600+9.7%2,638,111$58.41MQ2 2026Aug 19, 2026
Denver Pwm, LlcBuy+68,670+10.3%734,257$16.24MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+3,960+17.5%26,621$589.39KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+82,996+7.0%1,264,630$27.98MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+30,753+6.5%506,332$11.21MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+790+3.9%21,225$469.92KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-1,125,010-37.0%1,914,158$42.38MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+804,732—804,732$17.81MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-399,092-42.4%541,584$11.99MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+330,794+12.1%3,057,130$67.68MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-125,162-6.4%1,822,459$40.35MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-54,447-67.0%26,845$594.34KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+12,277+9.7%139,429$3.09MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+11,656—11,656$258.06KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-9,000-14.8%51,775$1.15MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+7,199—7,199$159.37KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-7,121-35.9%12,710$281.40KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+7,037+14.0%57,366$1.27MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,128+1.6%391,165$8.66MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,500+28.4%24,865$550.51KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-5,352-1.7%300,782$6.66MQ2 2026Aug 14, 2026
Black Maple Capital Management LpBuy+4,000+17.2%27,250$603.32KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,400—2,400$53.14KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-2,002-14.8%11,545$255.60KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-1,022-1.7%58,166$1.29MQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+306—306$6.77KQ2 2026Aug 14, 2026
Element Wealth, LlcSell-247-0.9%26,691$590.94KQ2 2026Aug 14, 2026
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Frequently asked questions about IBTI activity

  • Which institutional owners are buying IBTI?

    Institutional owners buying IBTI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBTI activity?

    "Buy" means an investor increased their reported position in IBTI compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2028 TERM (IBTI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTI increasing?

    Institutional interest in IBTI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.