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iShares iBonds Dec 2032 Term Treasury ETF

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: 6773 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$234K
GPA
52
Guidance Point Advisors
Massachusetts
$233K +$229K +10,189 New
CCM
53
Coldstream Capital Management
Washington
$219K +$215K +9,584 New
APP
54
Avantax Planning Partners
Iowa
$202K -$14.5K -644 -7%
S
55
SignatureFD
Georgia
$202K +$198K +8,807 New
WT
56
Washington Trust
Rhode Island
$153K
CTC
57
Central Trust Company
Missouri
$146K +$247 +11 +0.2%
PFBT
58
Parkside Financial Bank & Trust
Missouri
$107K
IA
59
IFP Advisors
Florida
$106K +$28.6K +1,274 +38%
PWA
60
Physician Wealth Advisors
Utah
$102K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$59K +$24.6K +1,094 +74%
SWC
62
Spectrum Wealth Counsel
Indiana
$50K
CAL
63
Capital Analysts LLC
Pennsylvania
$46K
Comerica Bank
64
Comerica Bank
Texas
$43.3K +$1.98K +88 +5%
NWMP
65
Noble Wealth Management PBC
Colorado
$34.3K
AF
66
Allworth Financial
California
$20.7K
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K
CTWM
68
Cherry Tree Wealth Management
Minnesota
$17.4K
ADL
69
Asset Dedication LLC
California
$16.6K +$5.75K +256 +55%
BONH
70
Bank of New Hampshire
New Hampshire
$13.7K +$13.5K +600 New
LCM
71
Logan Capital Management
Pennsylvania
$6.15K
BOJHT
72
Bank of Jackson Hole Trust
Wyoming
$5.69K +$5.59K +249 New
CFD
73
Creative Financial Designs
Indiana
$4.62K
SWP
74
Stratos Wealth Partners
Ohio
-$14.4M -646,713 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$953K -42,908 Closed

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.