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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
HI
76
Harbour Investments
Wisconsin
$272K +$2.7K +132 +1%
JIP
77
Jaffetilchin Investment Partners
Florida
$271K +$2.7K +132 +1%
GPA
78
Guidance Point Advisors
Massachusetts
$259K +$46.7K +2,284 +22%
JSA
79
Jim Saulnier & Associates
Colorado
$255K +$17.4K +852 +7%
KPWS
80
Kestra Private Wealth Services
Texas
$255K +$253K +12,377 New
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K
R
82
Rebalance
California
$227K +$2.27K +111 +1%
CCM
83
Coldstream Capital Management
Washington
$221K
DWM
84
DecisionMap Wealth Management
Virginia
$202K
TC
85
Trust Company
Kansas
$172K
AUB
86
Atlantic Union Bankshares
Virginia
$156K +$155K +7,585 New
CB
87
CNB Bank
Pennsylvania
$136K +$135K +6,598 New
HBT
88
Hills Bank & Trust
Iowa
$105K +$104K +5,090 New
PWA
89
Physician Wealth Advisors
Utah
$103K
JWM
90
JPL Wealth Management
Colorado
$87K +$86.5K +4,230 New
CTWM
91
Cherry Tree Wealth Management
Minnesota
$80.6K
Comerica Bank
92
Comerica Bank
Texas
$59.6K +$20.5K +1,002 +53%
BWL
93
Bogart Wealth LLC
Virginia
$45.4K
LWA
94
Lowe Wealth Advisors
Maryland
$41.1K -$46K -2,250 -53%
ASN
95
Advisory Services Network
Georgia
$26.7K +$26.5K +1,296 New
PTC
96
Private Trust Company
Ohio
$26.3K
CBT
97
Crews Bank & Trust
Florida
$23.7K
AWM
98
AllSquare Wealth Management
New York
$22K +$21.9K +1,070 New
AF
99
Allworth Financial
California
$20.9K
PK
100
Pflug Koory
Nebraska
$18.2K +$18.1K +884 New

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.