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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
KF
1
Krilogy Financial
Missouri
$45.3M +$8.06M +358,905 +22%
UBS Group
2
UBS Group
Switzerland
$37.4M +$915K +40,772 +3%
PPW
3
Parcion Private Wealth
Washington
$21.4M +$21M +937,088 New
CIM
4
Confluence Investment Management
Missouri
$9.76M +$6.58K +293 +0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$9.69M +$1.8M +79,981 +23%
Morgan Stanley
6
Morgan Stanley
New York
$9.1M +$525K +23,387 +6%
NA
7
NewEdge Advisors
Louisiana
$7.83M -$11.1M -492,991 -59%
Truist Financial
8
Truist Financial
North Carolina
$7.56M +$66.8K +2,973 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$4.98M +$237K +10,577 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.52M +$4.43M +197,519 New
HighTower Advisors
11
HighTower Advisors
Illinois
$4.11M +$1.08M +48,308 +37%
JIR
12
James Investment Research
Ohio
$3.98M +$13.8K +615 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.96M +$301K +13,391 +8%
Wells Fargo
14
Wells Fargo
California
$3.91M +$727K +32,389 +23%
PAS
15
Park Avenue Securities
New York
$3.64M -$922K -41,083 -21%
FTUS
16
Flow Traders U.S.
New York
$3.58M +$2M +88,976 +132%
PA
17
Probity Advisors
Texas
$3.35M +$265K +11,818 +9%
AWP
18
Accretive Wealth Partners
New Jersey
$3.07M +$636K +28,325 +27%
LPL Financial
19
LPL Financial
California
$2.69M +$461K +20,540 +21%
Bank of America
20
Bank of America
North Carolina
$2.5M +$271K +12,076 +12%
APW
21
Atlantic Private Wealth
North Carolina
$2.25M -$328K -14,628 -13%
CCB
22
Country Club Bank
Missouri
$2.07M -$35.3K -1,573 -2%
BFO
23
Boston Family Office
Massachusetts
$1.47M +$1.44M +64,193 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.36M +$363K +16,185 +37%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.14M +$373K +16,594 +50%

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.