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iShares iBonds Dec 2031 Term Treasury ETF

76 hedge funds and large institutions have $193M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $170M → $193M (+$23M)

7% more funds holding

Funds holding: 7176 (+5)

5.37% more ownership

Funds ownership: 73.42%78.79% (+5.4%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.9M +$9.36M +464,692 +28%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.6M +$2.25M +111,611 +7%
Bank of America
3
Bank of America
North Carolina
$12.5M +$1.47M +73,059 +13%
Ameriprise
4
Ameriprise
Minnesota
$10.2M +$5.12M +254,145 +97%
KF
5
Krilogy Financial
Missouri
$9.71M -$487K -24,206 -5%
Morgan Stanley
6
Morgan Stanley
New York
$7.38M +$15.5K +768 +0.2%
SCA
7
Snowden Capital Advisors
New York
$6.76M +$389K +19,323 +6%
UBS Group
8
UBS Group
Switzerland
$5.56M +$61.5K +3,053 +1%
FA
9
Fagan Associates
New York
$4.94M +$620K +30,782 +14%
SCM
10
Spreng Capital Management
Ohio
$4.16M -$27.9K -1,387 -0.7%
PAS
11
Park Avenue Securities
New York
$3.72M +$3.2M +158,948 +549%
PA
12
Probity Advisors
Texas
$3.64M +$1.24M +61,689 +50%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.33M +$865K +42,979 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.99M +$1.32M +65,592 +77%
LPL Financial
15
LPL Financial
California
$2.98M +$62.4K +3,101 +2%
YWM
16
Yoder Wealth Management
California
$2.95M +$852K +42,340 +40%
EH
17
Equitable Holdings
New York
$2.91M -$446K -22,163 -13%
NA
18
NewEdge Advisors
Louisiana
$2.72M +$818K +40,621 +42%
AWP
19
Accretive Wealth Partners
New Jersey
$2.36M +$30K +1,491 +1%
SWM
20
Stockman Wealth Management
Montana
$2.25M +$832K +41,317 +57%
CCB
21
Country Club Bank
Missouri
$2.06M +$50.5K +2,506 +2%
Creative Planning
22
Creative Planning
Kansas
$1.84M +$1.87M +92,741 New
CTC
23
Central Trust Company
Missouri
$1.71M +$1.62M +80,613 +1,345%
IA
24
IFP Advisors
Florida
$1.69M -$40K -1,985 -2%
Stifel Financial
25
Stifel Financial
Missouri
$1.64M +$33.2K +1,650 +2%

IBTL Hedge Fund Activity: Q4 2024 in Review

76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) for Q4 2024, worth a combined $193M — up 13% from $170M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTL positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.36M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 76 institutional investors held iShares iBonds Dec 2031 Term Treasury ETF (IBTL) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $193M of iShares iBonds Dec 2031 Term Treasury ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2031 Term Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF buyer in Q4 2024 was Wells Fargo, an estimated $9.36M added.
  • The largest iShares iBonds Dec 2031 Term Treasury ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2024.