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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

73 hedge funds and large institutions have $218M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $192M → $218M (+$26M)

9% more funds holding

Funds holding: 67 → 73 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.98% less ownership

Funds ownership: 76.53% → 70.55% (-6%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
33
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPW
Parcion Private Wealth
Washington
+$21M
2
KF
Krilogy Financial
Missouri
+$8.06M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.43M
4
FTUS
Flow Traders U.S.
New York
+$2M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$14.4M
2
NA
NewEdge Advisors
Louisiana
-$11.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$953K
4
PAS
Park Avenue Securities
New York
-$922K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$1.12M +$40.9K +1,820 +4%
Goldman Sachs
27
Goldman Sachs
New York
$1.02M – – –
SFB
28
STAR Financial Bank
Indiana
$893K +$875K +38,992 New
KTM
29
Keeler Thomas Management
Utah
$881K +$864K +38,485 New
GMFG
30
Greater Midwest Financial Group
Minnesota
$867K -$52.7K -2,346 -6%
YWM
31
Yoder Wealth Management
California
$822K -$15.7K -700 -2%
HL
32
HeadInvest LLC
Maine
$817K -$25.3K -1,125 -3%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$782K -$899K -40,040 -54%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$781K -$21.4K -955 -3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$774K +$759K +33,803 New
Osaic Holdings
36
Osaic Holdings
Arizona
$658K +$167K +7,442 +35%
KAS
37
Kestra Advisory Services
Texas
$587K -$546K -24,318 -49%
Financial Engines Advisors
38
Financial Engines Advisors
California
$539K +$151K +6,745 +40%
Stifel Financial
39
Stifel Financial
Missouri
$504K +$876 +39 +0.2%
PAG
40
Private Advisor Group
New Jersey
$503K +$21.8K +973 +5%
IWC
41
Integrated Wealth Concepts
Massachusetts
$494K +$1.01K +45 +0.2%
UCFA
42
United Capital Financial Advisors
Texas
$426K +$418K +18,609 New
LWL
43
Leo Wealth LLC
Texas
$415K -$42.6K -1,899 -9%
BCM
44
Brookstone Capital Management
Illinois
$412K -$1.26K -56 -0.3%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$386K +$36.3K +1,615 +11%
CSP
46
Cary Street Partners
Virginia
$355K +$39.3K +1,752 +13%
JCM
47
Jacobi Capital Management
Pennsylvania
$354K +$202 +9 +0.1%
AWM
48
AllSquare Wealth Management
New York
$304K +$53.1K +2,365 +22%
JIP
49
Jaffetilchin Investment Partners
Florida
$265K +$260K +11,594 New
CIA
50
Compass Ion Advisors
Pennsylvania
$256K +$251K +11,200 New
1
2
3 4

IBTM Hedge Fund Activity: Q1 2025 in Review

73 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q1 2025, worth a combined $218M — up 14% from $192M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTM positions and 8 closed out — a net gain of 6 holders — while 33 added to existing stakes and 13 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $21M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $14.4M sold.

  • 73 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $218M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q1 2025 and 8 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q1 2025 was Parcion Private Wealth, an estimated $21M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q1 2025 was Stratos Wealth Partners, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2025.