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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
BEI
51
Benjamin Edwards Inc
Missouri
$592K +$89K +4,396 +18%
IWC
52
Integrated Wealth Concepts
Massachusetts
$542K +$1.34K +66 +0.3%
CIA
53
Compass Ion Advisors
Pennsylvania
$537K – – –
LWL
54
Leo Wealth LLC
Texas
$488K +$482K +23,813 New
CSP
55
Cary Street Partners
Virginia
$461K -$15K -740 -3%
SWP
56
Summit Wealth Partners
Florida
$419K – – –
Cerity Partners
57
Cerity Partners
New York
$394K -$1.74K -86 -0.4%
JCM
58
Jacobi Capital Management
Pennsylvania
$365K +$7.68K +379 +2%
Osaic Holdings
59
Osaic Holdings
Arizona
$343K -$333K -16,440 -50%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$329K +$325K +16,046 New
VWA
61
Visionary Wealth Advisors
Illinois
$326K +$323K +15,926 New
Citadel Advisors
62
Citadel Advisors
Florida
$298K -$237K -11,706 -45%
RWP
63
Reliant Wealth Planning
Kentucky
$297K +$293K +14,470 New
CA
64
CGN Advisors
Kansas
$272K +$1.48K +73 +0.6%
HI
65
Harbour Investments
Wisconsin
$268K +$91K +4,494 +52%
JIP
66
Jaffetilchin Investment Partners
Florida
$268K +$2.65K +131 +1%
LIM
67
Leavell Investment Management
Alabama
$260K +$257K +12,665 New
JSA
68
Jim Saulnier & Associates
Colorado
$237K +$2.33K +115 +1%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K -$182 -9 -0.1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$235K +$232K +11,478 New
R
71
Rebalance
California
$224K +$221K +10,919 New
SWP
72
Stratos Wealth Partners
Ohio
$221K -$5.1K -252 -2%
CCM
73
Coldstream Capital Management
Washington
$220K – – –
GPA
74
Guidance Point Advisors
Massachusetts
$212K +$547 +27 +0.3%
DWM
75
DecisionMap Wealth Management
Virginia
$201K +$199K +9,822 New
1 2
3
4

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.