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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
CTWM
76
Cherry Tree Wealth Management
Minnesota
$67.6K
SWC
77
Spectrum Wealth Counsel
Indiana
$49.9K
CAL
78
Capital Analysts LLC
Pennsylvania
$46K
BWL
79
Bogart Wealth LLC
Virginia
$44.9K
PTC
80
Private Trust Company
Ohio
$26K
CBT
81
Crews Bank & Trust
Florida
$23.4K
AF
82
Allworth Financial
California
$20.6K
PFBT
83
Parkside Financial Bank & Trust
Missouri
$15.3K
FPB
84
First PREMIER Bank
South Dakota
$14K +$12.7K +638 +1,450%
ADL
85
Asset Dedication LLC
California
$12.8K +$5.55K +278 +79%
LCM
86
Logan Capital Management
Pennsylvania
$6.18K
BOJHT
87
Bank of Jackson Hole Trust
Wyoming
$5.68K +$5.59K +280 New
GSWM
88
Golden State Wealth Management
California
$204 -$6.65K -333 -97%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$797K -40,249 Closed
MA
90
Mutual Advisors
Nebraska
-$352K -17,802 Closed
MFG
91
Mendota Financial Group
Wisconsin
-$352K -17,785 Closed
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
-$208K -10,498 Closed
VWM
93
Venturi Wealth Management
Texas
-$16.3K -825 Closed
FFA
94
Farther Finance Advisors
California
-$12.5K -629 Closed

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.