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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

95 hedge funds and large institutions have $297M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

8% more funds holding

Funds holding: 88 → 95 (+7)

6% more capital invested

Capital invested by funds: $281M → $297M (+$16M)

0.02% more ownership

Funds ownership: 77.95% → 77.97% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
45
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TPWA
TRUE Private Wealth Advisors
Oregon
+$4.93M
2
Bank of America
Bank of America
North Carolina
+$1.7M
3
UCFA
United Capital Financial Advisors
Texas
+$1.44M
4
PA
Probity Advisors
Texas
+$1.43M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.51M
2
FTUS
Flow Traders U.S.
New York
-$2.84M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.06M
4
LPL Financial
LPL Financial
California
-$992K
5
Wells Fargo
Wells Fargo
California
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.58M +$11.7K +580 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.41M -$715K -35,304 -23%
SFB
28
STAR Financial Bank
Indiana
$2.11M +$850K +41,966 +69%
Stifel Financial
29
Stifel Financial
Missouri
$2.09M +$150K +7,387 +8%
CCB
30
Country Club Bank
Missouri
$1.95M -$154K -7,602 -7%
Goldman Sachs
31
Goldman Sachs
New York
$1.93M -$400K -19,748 -17%
BFO
32
Boston Family Office
Massachusetts
$1.93M +$351K +17,346 +23%
IA
33
IFP Advisors
Florida
$1.85M -$78.3K -3,868 -4%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.84M +$78.8K +3,893 +5%
KTM
35
Keeler Thomas Management
Utah
$1.82M +$348K +17,202 +24%
LPL Financial
36
LPL Financial
California
$1.66M -$992K -48,954 -38%
HCM
37
Howland Capital Management
Massachusetts
$1.63M +$2.47K +122 +0.2%
Raymond James Financial
38
Raymond James Financial
Florida
$1.15M +$82.9K +4,095 +8%
E3F
39
Eight 31 Financial
Texas
$1.08M -$341K -16,833 -24%
KIM
40
Kestra Investment Management
Texas
$1.04M +$346K +17,063 +50%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$856K +$71.3K +3,520 +9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$853K +$257K +12,697 +44%
Financial Engines Advisors
43
Financial Engines Advisors
California
$817K -$8.99K -444 -1%
Jane Street
44
Jane Street
New York
$770K +$493K +24,323 +184%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$689K +$33.6K +1,657 +5%
S
46
SignatureFD
Georgia
$666K +$400K +19,748 +155%
KAS
47
Kestra Advisory Services
Texas
$646K -$227K -11,228 -26%
ABC
48
Associated Banc-Corp
Wisconsin
$631K +$219K +10,822 +54%
APW
49
Atlantic Private Wealth
North Carolina
$596K -$657K -32,447 -53%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$595K +$10.8K +531 +2%
1
2
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IBTL Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q2 2025, worth a combined $297M — up 5.7% from $281M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBTL positions and 3 closed out — a net gain of 8 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was TRUE Private Wealth Advisors, adding an estimated $4.93M. The largest seller was Ameriprise, cutting an estimated $3.51M.

  • 95 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $297M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q2 2025 and 3 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q2 2025 was TRUE Private Wealth Advisors, an estimated $4.93M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q2 2025 was Ameriprise, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2025.