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iShares iBonds Dec 2031 Term Treasury ETF

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: 7688 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$536K +$16.4K +822 +3%
Citadel Advisors
52
Citadel Advisors
Florida
$534K +$524K +26,249 New
CIA
53
Compass Ion Advisors
Pennsylvania
$532K
BEI
54
Benjamin Edwards Inc
Missouri
$498K +$44.7K +2,238 +10%
CSP
55
Cary Street Partners
Virginia
$472K +$68.9K +3,450 +17%
SWP
56
Summit Wealth Partners
Florida
$415K +$408K +20,416 New
ABC
57
Associated Banc-Corp
Wisconsin
$406K +$154K +7,699 +63%
Cerity Partners
58
Cerity Partners
New York
$392K +$60 +3 +0%
JCM
59
Jacobi Capital Management
Pennsylvania
$354K +$200 +10 +0.1%
Jane Street
60
Jane Street
New York
$269K +$265K +13,238 New
CA
61
CGN Advisors
Kansas
$269K +$719 +36 +0.3%
JIP
62
Jaffetilchin Investment Partners
Florida
$263K +$258K +12,933 New
S
63
SignatureFD
Georgia
$259K +$200K +10,002 +366%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$234K
JSA
65
Jim Saulnier & Associates
Colorado
$233K +$229K +11,447 New
SWP
66
Stratos Wealth Partners
Ohio
$224K -$1.06K -53 -0.5%
CCM
67
Coldstream Capital Management
Washington
$218K +$214K +10,732 New
GPA
68
Guidance Point Advisors
Massachusetts
$209K +$206K +10,300 New
HI
69
Harbour Investments
Wisconsin
$175K +$172K +8,595 New
TC
70
Trust Company
Kansas
$170K
WT
71
Washington Trust
Rhode Island
$152K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$130K +$80.6K +4,032 +170%
PWA
73
Physician Wealth Advisors
Utah
$102K
Comerica Bank
74
Comerica Bank
Texas
$90.4K +$38.1K +1,905 +75%
LWA
75
Lowe Wealth Advisors
Maryland
$86.4K +$84.9K +4,250 New

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.