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iShares iBonds Dec 2031 Term Treasury ETF

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: 8895 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$172K +$40.5K +2,000 +31%
TC
77
Trust Company
Kansas
$172K -$61 -3 -0%
NA
78
NewEdge Advisors
Louisiana
$122K -$484K -23,904 -80%
PWA
79
Physician Wealth Advisors
Utah
$103K
BC
80
Barrett & Company
Rhode Island
$92.1K +$89.8K +4,435 New
LWA
81
Lowe Wealth Advisors
Maryland
$87.1K
CTWM
82
Cherry Tree Wealth Management
Minnesota
$80.3K +$12.1K +595 +18%
CAL
83
Capital Analysts LLC
Pennsylvania
$46K
BWL
84
Bogart Wealth LLC
Virginia
$45.3K
Comerica Bank
85
Comerica Bank
Texas
$38.8K -$51.7K -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 +$8.35K +412 +65%
AF
89
Allworth Financial
California
$20.8K
PFBT
90
Parkside Financial Bank & Trust
Missouri
$15.6K +$203 +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 +$952 +47 New
GSWM
96
Golden State Wealth Management
California
$208
FTUS
97
Flow Traders U.S.
New York
-$2.84M -139,520 Closed
JP Morgan Chase
98
JP Morgan Chase
New York
-$1.06M -52,369 Closed
WT
99
Washington Trust
Rhode Island
-$152K -7,500 Closed

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.