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iShares iBonds Dec 2031 Term Treasury ETF

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: 95109 (+14)

13% more capital invested

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

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$659K +$64.3K +3,142 +11%
KAS
52
Kestra Advisory Services
Texas
$656K +$7.78K +380 +1%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$599K +$1.51K +74 +0.3%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$580K +$405K +19,786 +235%
OMC
55
Old Mission Capital
Illinois
$569K +$566K +27,650 New
CIA
56
Compass Ion Advisors
Pennsylvania
$539K
APW
57
Atlantic Private Wealth
North Carolina
$537K -$60.9K -2,975 -10%
IA
58
IFP Advisors
Florida
$516K -$1.34M -65,395 -72%
NPT
59
National Philanthropic Trust
Pennsylvania
$506K +$503K +24,606 New
Cerity Partners
60
Cerity Partners
New York
$495K +$99.4K +4,859 +25%
LWL
61
Leo Wealth LLC
Texas
$494K +$4.52K +221 +0.9%
AQR Capital Management
62
AQR Capital Management
Connecticut
$486K +$484K +23,637 New
SFB
63
STAR Financial Bank
Indiana
$443K -$1.67M -81,443 -79%
LIM
64
Leavell Investment Management
Alabama
$442K +$181K +8,830 +70%
VWA
65
Visionary Wealth Advisors
Illinois
$439K +$111K +5,440 +34%
CSP
66
Cary Street Partners
Virginia
$432K -$29.9K -1,460 -6%
SWP
67
Summit Wealth Partners
Florida
$420K
MBT
68
Montecito Bank & Trust
California
$383K +$381K +18,625 New
JCM
69
Jacobi Capital Management
Pennsylvania
$368K +$2.37K +116 +0.7%
KIM
70
Kestra Investment Management
Texas
$351K -$697K -34,085 -67%
SB
71
Strategic Blueprint
Georgia
$320K +$318K +15,533 New
Osaic Holdings
72
Osaic Holdings
Arizona
$309K -$35K -1,712 -10%
SAM
73
Smithbridge Asset Management
Pennsylvania
$302K +$301K +14,700 New
RWP
74
Reliant Wealth Planning
Kentucky
$298K
CA
75
CGN Advisors
Kansas
$274K +$491 +24 +0.2%

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.