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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
Wells Fargo
1
Wells Fargo
California
$44.6M -$732K -36,137 -2%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.1M +$4.93M +243,356 +15%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5M +$456K +22,516 +1%
Bank of America
4
Bank of America
North Carolina
$17.9M +$1.7M +83,821 +11%
KF
5
Krilogy Financial
Missouri
$11.7M -$98.2K -4,848 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$8.37M +$135K +6,642 +2%
SCA
7
Snowden Capital Advisors
New York
$7.7M +$10.9K +540 +0.1%
PA
8
Probity Advisors
Texas
$7.28M +$1.43M +70,473 +25%
Ameriprise
9
Ameriprise
Minnesota
$7.25M -$3.51M -173,134 -33%
HC
10
Headland Capital
South Carolina
$7.03M +$324K +15,998 +5%
PAS
11
Park Avenue Securities
New York
$6.8M +$1.07M +53,005 +19%
CIM
12
Confluence Investment Management
Missouri
$6.25M -$41.3K -2,038 -0.7%
UBS Group
13
UBS Group
Switzerland
$5.78M -$26K -1,286 -0.5%
FA
14
Fagan Associates
New York
$5.48M +$352K +17,380 +7%
FF
15
Foronjy Financial
California
$5.33M +$5.26M +259,886 New
SCM
16
Spreng Capital Management
Ohio
$5.16M +$296K +14,636 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.88M -$6.4K -316 -0.1%
YWM
18
Yoder Wealth Management
California
$4.19M +$694K +34,255 +20%
EH
19
Equitable Holdings
New York
$3.69M +$25.3K +1,251 +0.7%
SWM
20
Stockman Wealth Management
Montana
$3.66M +$392K +19,375 +12%
AWP
21
Accretive Wealth Partners
New Jersey
$3.28M +$185K +9,152 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.28M +$1.4M +69,284 +76%
CTC
23
Central Trust Company
Missouri
$2.87M -$66K -3,257 -2%
UCFA
24
United Capital Financial Advisors
Texas
$2.8M +$1.44M +70,995 +108%
PA
25
Parallel Advisors
California
$2.77M +$290K +14,318 +12%

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.