We are live on ! Find out more
IBTL icon

iShares iBonds Dec 2031 Term Treasury ETF
IBTL

109 hedge funds and large institutions have $337M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 14

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

15% more funds holding

Funds holding: 95 → 109 (+14)

13% more capital invested

Capital invested by funds: $297M → $337M (+$40M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 77.97% → 77.92% (-0.05%)

Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
57
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$11M
2
Morgan Stanley
Morgan Stanley
New York
+$6.39M
3
Ameriprise
Ameriprise
Minnesota
+$2.91M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.38M
5
UCFA
United Capital Financial Advisors
Texas
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
SFB
STAR Financial Bank
Indiana
-$1.67M
2
Bank of America
Bank of America
North Carolina
-$1.39M
3
IA
IFP Advisors
Florida
-$1.34M
4
KIM
Kestra Investment Management
Texas
-$697K
5
EH
Equitable Holdings
New York
-$553K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$3.03M +$250K +12,241 +9%
TFS
27
Thoroughbred Financial Services
Tennessee
$3.01M +$1.16M +56,537 +63%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.73M +$316K +15,452 +13%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$2.63M +$2.38M +116,255 +1,013%
Creative Planning
30
Creative Planning
Kansas
$2.35M -$237K -11,569 -9%
Stifel Financial
31
Stifel Financial
Missouri
$2.16M +$61.5K +3,006 +3%
BFO
32
Boston Family Office
Massachusetts
$1.96M +$18.9K +925 +1%
CCB
33
Country Club Bank
Missouri
$1.89M -$68.5K -3,350 -4%
KTM
34
Keeler Thomas Management
Utah
$1.86M +$34.2K +1,673 +2%
LPL Financial
35
LPL Financial
California
$1.74M +$78.4K +3,834 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$1.7M +$1.4M +68,315 +470%
HCM
37
Howland Capital Management
Massachusetts
$1.63M – – –
Goldman Sachs
38
Goldman Sachs
New York
$1.44M -$496K -24,264 -26%
E3F
39
Eight 31 Financial
Texas
$1.42M +$335K +16,380 +31%
Raymond James Financial
40
Raymond James Financial
Florida
$1.21M +$52.5K +2,567 +5%
LAM
41
L2 Asset Management
Massachusetts
$1.16M +$1.15M +56,181 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$189K +9,242 +22%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$890K +$30.9K +1,509 +4%
Jane Street
44
Jane Street
New York
$844K +$71K +3,469 +9%
Financial Engines Advisors
45
Financial Engines Advisors
California
$820K +$246 +12 +0%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$815K +$123K +6,016 +18%
IWC
47
Integrated Wealth Concepts
Massachusetts
$764K +$219K +10,720 +41%
ADL
48
Asset Dedication LLC
California
$714K +$689K +33,689 +3,227%
ABC
49
Associated Banc-Corp
Wisconsin
$710K +$76.6K +3,745 +12%
S
50
SignatureFD
Georgia
$668K – – –
1
2
3 4 5

IBTL Hedge Fund Activity: Q3 2025 in Review

109 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q3 2025, worth a combined $337M — up 13% from $297M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTL positions and 7 closed out — a net gain of 14 holders — while 57 added to existing stakes and 14 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $11M. The largest seller was STAR Financial Bank, cutting an estimated $1.67M.

  • 109 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $337M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q3 2025 and 7 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $11M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q3 2025 was STAR Financial Bank, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2025.