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iShares iBonds Dec 2032 Term Treasury ETF

77 hedge funds and large institutions have $197M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more funds holding

Funds holding: 7377 (+4)

10% less capital invested

Capital invested by funds: $218M → $197M (-$20.9M)

10.71% less ownership

Funds ownership: 70.55%59.84% (-11%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$369K -$44.2K -1,944 -11%
JCM
52
Jacobi Capital Management
Pennsylvania
$364K +$7.69K +338 +2%
CSP
53
Cary Street Partners
Virginia
$357K
AWM
54
AllSquare Wealth Management
New York
$333K +$26.7K +1,174 +9%
JIP
55
Jaffetilchin Investment Partners
Florida
$270K +$2.66K +117 +1%
MML Investors Services
56
MML Investors Services
Massachusetts
$263K +$260K +11,417 New
CIA
57
Compass Ion Advisors
Pennsylvania
$258K
GPA
58
Guidance Point Advisors
Massachusetts
$253K +$17.6K +775 +8%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$235K -$91 -4 -0%
CCM
60
Coldstream Capital Management
Washington
$221K
APP
61
Avantax Planning Partners
Iowa
$203K
S
62
SignatureFD
Georgia
$203K
Osaic Holdings
63
Osaic Holdings
Arizona
$166K -$489K -21,525 -75%
CTC
64
Central Trust Company
Missouri
$133K -$14.1K -621 -10%
PFBT
65
Parkside Financial Bank & Trust
Missouri
$110K +$1.93K +85 +2%
PWA
66
Physician Wealth Advisors
Utah
$103K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$102K +$42.1K +1,851 +72%
CAL
68
Capital Analysts LLC
Pennsylvania
$46K
CTWM
69
Cherry Tree Wealth Management
Minnesota
$29.7K +$12.1K +530 +70%
ADL
70
Asset Dedication LLC
California
$25.5K +$8.66K +381 +53%
AF
71
Allworth Financial
California
$20.9K
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K
Comerica Bank
73
Comerica Bank
Texas
$16.4K -$26.9K -1,181 -62%
BONH
74
Bank of New Hampshire
New Hampshire
$13.8K
LCM
75
Logan Capital Management
Pennsylvania
$6.19K

IBTM Hedge Fund Activity: Q2 2025 in Review

77 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q2 2025, worth a combined $197M — down 9.6% from $218M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBTM positions and 5 closed out — a net gain of 6 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $7.92M. The largest seller was Parcion Private Wealth, exiting entirely with an estimated $21.4M sold.

  • 77 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q2 2025, up from 73 in Q1 2025.
  • Funds reported $197M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q2 2025, down 9.6% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q2 2025 was D.A. Davidson & Co, an estimated $7.92M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q2 2025 was Parcion Private Wealth, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2025.