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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
Wells Fargo
1
Wells Fargo
California
$45M +$1.9M +95,040 +4%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.7M +$217K +10,840 +0.6%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$33.9M +$33.3M +1,665,322 New
Bank of America
4
Bank of America
North Carolina
$16.1M +$3.17M +158,600 +25%
KF
5
Krilogy Financial
Missouri
$11.7M +$1.72M +86,197 +18%
Ameriprise
6
Ameriprise
Minnesota
$10.7M +$191K +9,547 +2%
Morgan Stanley
7
Morgan Stanley
New York
$8.17M +$581K +29,101 +8%
SCA
8
Snowden Capital Advisors
New York
$7.62M +$668K +33,453 +10%
HC
9
Headland Capital
South Carolina
$6.65M +$6.54M +327,099 New
CIM
10
Confluence Investment Management
Missouri
$6.24M +$6.13M +306,939 New
PA
11
Probity Advisors
Texas
$5.78M +$2.01M +100,687 +55%
UBS Group
12
UBS Group
Switzerland
$5.76M +$48.1K +2,407 +0.9%
PAS
13
Park Avenue Securities
New York
$5.67M +$1.82M +91,046 +48%
FA
14
Fagan Associates
New York
$5.09M +$17.6K +879 +0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.84M +$1.4M +70,018 +42%
SCM
16
Spreng Capital Management
Ohio
$4.82M +$535K +26,785 +13%
EH
17
Equitable Holdings
New York
$3.63M +$637K +31,899 +22%
YWM
18
Yoder Wealth Management
California
$3.46M +$422K +21,115 +14%
SWM
19
Stockman Wealth Management
Montana
$3.24M +$912K +45,621 +40%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.1M +$37.8K +1,893 +1%
AWP
21
Accretive Wealth Partners
New Jersey
$3.07M +$636K +31,842 +27%
CTC
22
Central Trust Company
Missouri
$2.91M +$1.13M +56,623 +65%
FTUS
23
Flow Traders U.S.
New York
$2.84M +$2.54M +127,353 +1,047%
LPL Financial
24
LPL Financial
California
$2.64M -$414K -20,716 -14%
Creative Planning
25
Creative Planning
Kansas
$2.55M +$651K +32,570 +35%

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.