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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

76 hedge funds and large institutions have $193M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $170M → $193M (+$23M)

7% more funds holding

Funds holding: 71 → 76 (+5)

5.37% more ownership

Funds ownership: 73.42% → 78.79% (+5.4%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.36M
2
Ameriprise
Ameriprise
Minnesota
+$5.12M
3
PAS
Park Avenue Securities
New York
+$3.2M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$2.25M
5
Creative Planning
Creative Planning
Kansas
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
2
SFS
Sowell Financial Services
Arkansas
-$786K
3
KF
Krilogy Financial
Missouri
-$487K
4
EH
Equitable Holdings
New York
-$446K
5
JFG
JDM Financial Group
Texas
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
26
Boston Family Office
Massachusetts
$1.43M +$51.3K +2,548 +4%
TFS
27
Thoroughbred Financial Services
Tennessee
$1.25M +$271K +13,445 +27%
Raymond James Financial
28
Raymond James Financial
Florida
$1.12M +$1.14M +56,643 New
APW
29
Atlantic Private Wealth
North Carolina
$1.05M +$210K +10,422 +25%
KAS
30
Kestra Advisory Services
Texas
$948K -$19.5K -968 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$797K +$314K +15,575 +63%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$653K -$100K -4,991 -13%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$637K +$68.8K +3,417 +12%
HCM
34
Howland Capital Management
Massachusetts
$600K +$610K +30,323 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$584K +$82.7K +4,106 +16%
Financial Engines Advisors
36
Financial Engines Advisors
California
$537K +$197K +9,769 +56%
CIA
37
Compass Ion Advisors
Pennsylvania
$518K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$518K -$96.3K -4,783 -15%
IWC
39
Integrated Wealth Concepts
Massachusetts
$506K +$97.8K +4,856 +23%
BEI
40
Benjamin Edwards Inc
Missouri
$440K +$19.1K +951 +4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$419K +$51K +2,535 +14%
CSP
42
Cary Street Partners
Virginia
$391K +$398K +19,764 New
Cerity Partners
43
Cerity Partners
New York
$382K +$389K +19,302 New
MA
44
Mutual Advisors
Nebraska
$352K +$9.64K +479 +3%
MFG
45
Mendota Financial Group
Wisconsin
$352K -$95.5K -4,745 -21%
JCM
46
Jacobi Capital Management
Pennsylvania
$344K +$88.5K +4,397 +34%
Goldman Sachs
47
Goldman Sachs
New York
$300K -$105K -5,211 -26%
CA
48
CGN Advisors
Kansas
$261K +$265K +13,178 New
ABC
49
Associated Banc-Corp
Wisconsin
$243K +$247K +12,266 New
FTUS
50
Flow Traders U.S.
New York
$241K -$171K -8,485 -41%
1
2
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IBTL Hedge Fund Activity: Q4 2024 in Review

76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q4 2024, worth a combined $193M — up 13% from $170M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTL positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.36M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 76 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $193M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q4 2024 was Wells Fargo, an estimated $9.36M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2024.