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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

88 hedge funds and large institutions have $281M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $193M → $281M (+$87.8M)

16% more funds holding

Funds holding: 76 → 88 (+12)

0.84% less ownership

Funds ownership: 78.79% → 77.95% (-0.84%)

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
48
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
+$33.3M
2
HC
Headland Capital
South Carolina
+$6.54M
3
CIM
Confluence Investment Management
Missouri
+$6.13M
4
Bank of America
Bank of America
North Carolina
+$3.17M
5
FTUS
Flow Traders U.S.
New York
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$2.15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$797K
3
LPL Financial
LPL Financial
California
-$414K
4
MA
Mutual Advisors
Nebraska
-$352K
5
MFG
Mendota Financial Group
Wisconsin
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$2.45M +$2.38M +118,901 +6,691%
Goldman Sachs
27
Goldman Sachs
New York
$2.32M +$1.97M +98,782 +651%
CCB
28
Country Club Bank
Missouri
$2.08M -$24.9K -1,244 -1%
Stifel Financial
29
Stifel Financial
Missouri
$1.92M +$236K +11,798 +14%
IA
30
IFP Advisors
Florida
$1.92M +$181K +9,064 +11%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.85M +$1.15M +57,774 +175%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.74M +$453K +22,688 +36%
HCM
33
Howland Capital Management
Massachusetts
$1.61M +$979K +49,017 +162%
BFO
34
Boston Family Office
Massachusetts
$1.56M +$90.8K +4,545 +6%
KTM
35
Keeler Thomas Management
Utah
$1.46M +$1.43M +71,694 New
E3F
36
Eight 31 Financial
Texas
$1.41M +$1.39M +69,369 New
UCFA
37
United Capital Financial Advisors
Texas
$1.33M +$1.31M +65,613 New
APW
38
Atlantic Private Wealth
North Carolina
$1.25M +$172K +8,598 +16%
SFB
39
STAR Financial Bank
Indiana
$1.24M +$988K +49,453 +428%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.06M +$1.05M +52,369 New
Raymond James Financial
41
Raymond James Financial
Florida
$1.06M -$88K -4,406 -8%
KAS
42
Kestra Advisory Services
Texas
$869K -$103K -5,173 -11%
Financial Engines Advisors
43
Financial Engines Advisors
California
$819K +$264K +13,195 +49%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$777K +$121K +6,038 +19%
KIM
45
Kestra Investment Management
Texas
$693K +$527K +26,362 +341%
Osaic Holdings
46
Osaic Holdings
Arizona
$674K +$140K +6,987 +27%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$650K +$639K +31,969 New
NA
48
NewEdge Advisors
Louisiana
$607K -$2.15M -107,556 -78%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$588K +$155K +7,757 +37%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$580K -$19.2K -963 -3%
1
2
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IBTL Hedge Fund Activity: Q1 2025 in Review

88 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q1 2025, worth a combined $281M — up 45% from $193M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBTL positions and 6 closed out — a net gain of 12 holders — while 48 added to existing stakes and 8 trimmed.

The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $33.3M. The largest seller was NewEdge Advisors, cutting an estimated $2.15M.

  • 88 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $281M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q1 2025, up 45% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q1 2025 and 6 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q1 2025 was TRUE Private Wealth Advisors, an estimated $33.3M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q1 2025 was NewEdge Advisors, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2025.