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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Overview Fund Activity

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
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.27%
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

1
TPWA
TRUE Private Wealth Advisors
Oregon
+$4.99M
2
Bank of America
Bank of America
North Carolina
+$1.72M
3
UCFA
United Capital Financial Advisors
Texas
+$1.46M
4
PA
Probity Advisors
Texas
+$1.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.42M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.55M
2
FTUS
Flow Traders U.S.
New York
-$2.84M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.06M
4
LPL Financial
LPL Financial
California
-$1M
5
Wells Fargo
Wells Fargo
California
-$741K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
Trust Company
Kansas
$172K -$62 -3 -0%
NA
77
NewEdge Advisors
Louisiana
$122K -$490K -23,904 -80%
PWA
78
Physician Wealth Advisors
Utah
$103K – – –
BC
79
Barrett & Company
Rhode Island
$92.1K +$92.1K +4,435 New
LWA
80
Lowe Wealth Advisors
Maryland
$87.1K – – –
CTWM
81
Cherry Tree Wealth Management
Minnesota
$80.3K +$12.2K +595 +18%
CAL
82
Capital Analysts LLC
Pennsylvania
$46K – – –
BWL
83
Bogart Wealth LLC
Virginia
$45.3K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$40.4K -$616K -31,113 -94%
Comerica Bank
85
Comerica Bank
Texas
$38.8K -$52.3K -2,552 -57%
PTC
86
Private Trust Company
Ohio
$26.2K – – –
CBT
87
Crews Bank & Trust
Florida
$23.6K – – –
ADL
88
Asset Dedication LLC
California
$21.4K +$8.45K +412 +65%
AF
89
Allworth Financial
California
$20.8K – – –
PFBT
90
Parkside Financial Bank & Trust
Missouri
$15.6K +$205 +10 +1%
FPB
91
First PREMIER Bank
South Dakota
$14K – – –
HNB
92
Huntington National Bank
Ohio
$13.6K – – –
LCM
93
Logan Capital Management
Pennsylvania
$6.23K – – –
BOJHT
94
Bank of Jackson Hole Trust
Wyoming
$5.74K – – –
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$963 +$963 +47 New
GSWM
96
Golden State Wealth Management
California
$208 – – –
FTUS
97
Flow Traders U.S.
New York
– -$2.84M -139,520 Closed
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
– -$1.06M -52,369 Closed
WT
99
Washington Trust
Rhode Island
– -$152K -7,500 Closed
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