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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
SFB
51
STAR Financial Bank
Indiana
$229K – – –
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$228K +$231K +11,498 New
SWP
53
Stratos Wealth Partners
Ohio
$219K +$2.68K +133 +1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$208K +$2.46K +122 +1%
TC
55
Trust Company
Kansas
$166K +$31.2K +1,548 +23%
KIM
56
Kestra Investment Management
Texas
$153K +$155K +7,723 New
WT
57
Washington Trust
Rhode Island
$149K – – –
PWA
58
Physician Wealth Advisors
Utah
$99.4K +$101K +5,020 New
CTWM
59
Cherry Tree Wealth Management
Minnesota
$65.8K +$302 +15 +0.5%
S
60
SignatureFD
Georgia
$54.1K +$55K +2,734 New
Comerica Bank
61
Comerica Bank
Texas
$50.3K – – –
SWC
62
Spectrum Wealth Counsel
Indiana
$48.6K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$47K +$342 +17 +0.7%
CAL
64
Capital Analysts LLC
Pennsylvania
$45K – – –
BWL
65
Bogart Wealth LLC
Virginia
$43.7K +$44.5K +2,208 New
PA
66
Parallel Advisors
California
$35.2K -$23.6K -1,174 -40%
PTC
67
Private Trust Company
Ohio
$25.3K – – –
CBT
68
Crews Bank & Trust
Florida
$22.8K +$23.2K +1,150 New
AF
69
Allworth Financial
California
$20.1K – – –
VWM
70
Venturi Wealth Management
Texas
$16.3K +$16.6K +825 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$14.9K – – –
FFA
72
Farther Finance Advisors
California
$12.5K +$1.03K +51 +9%
ADL
73
Asset Dedication LLC
California
$7.01K – – –
GSWM
74
Golden State Wealth Management
California
$6.81K +$6.91K +343 New
LCM
75
Logan Capital Management
Pennsylvania
$6.01K – – –
1 2
3
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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.