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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
Wells Fargo
1
Wells Fargo
California
$46.4M +$1.62M +79,288 +4%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.6M +$386K +18,852 +1%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5M +$822K +40,155 +2%
Bank of America
4
Bank of America
North Carolina
$16.6M -$1.39M -67,718 -8%
Morgan Stanley
5
Morgan Stanley
New York
$14.8M +$6.39M +312,356 +76%
KF
6
Krilogy Financial
Missouri
$13.3M +$1.59M +77,474 +14%
NA
7
NewEdge Advisors
Louisiana
$11.2M +$11M +536,139 +9,037%
Ameriprise
8
Ameriprise
Minnesota
$10.2M +$2.91M +141,988 +40%
PA
9
Probity Advisors
Texas
$8.37M +$1.06M +51,988 +15%
PAS
10
Park Avenue Securities
New York
$8.22M +$1.38M +67,555 +20%
SCA
11
Snowden Capital Advisors
New York
$7.83M +$102K +5,004 +1%
HC
12
Headland Capital
South Carolina
$7.32M +$265K +12,974 +4%
CIM
13
Confluence Investment Management
Missouri
$6.11M -$158K -7,744 -3%
FF
14
Foronjy Financial
California
$6.02M +$666K +32,563 +13%
UBS Group
15
UBS Group
Switzerland
$5.94M +$138K +6,734 +2%
FA
16
Fagan Associates
New York
$5.49M -$16.6K -812 -0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.42M +$519K +25,361 +11%
SCM
18
Spreng Capital Management
Ohio
$5.27M +$92.8K +4,535 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.04M +$1.74M +85,124 +53%
UCFA
20
United Capital Financial Advisors
Texas
$4.62M +$1.8M +88,097 +64%
YWM
21
Yoder Wealth Management
California
$4.55M +$337K +16,475 +8%
SWM
22
Stockman Wealth Management
Montana
$3.98M +$307K +14,996 +8%
AWP
23
Accretive Wealth Partners
New Jersey
$3.37M +$70.9K +3,464 +2%
EH
24
Equitable Holdings
New York
$3.15M -$553K -27,019 -15%
CTC
25
Central Trust Company
Missouri
$3.06M +$176K +8,587 +6%

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.