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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
KF
1
Krilogy Financial
Missouri
$47M +$1.36M +59,855 +3%
UBS Group
2
UBS Group
Switzerland
$18.6M -$18.8M -827,881 -51%
Raymond James Financial
3
Raymond James Financial
Florida
$10M +$291K +12,814 +3%
CIM
4
Confluence Investment Management
Missouri
$9.87M +$48.6K +2,137 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$9.61M +$449K +19,726 +5%
NA
6
NewEdge Advisors
Louisiana
$8.29M +$407K +17,906 +5%
DADC
7
D.A. Davidson & Co
Montana
$8.02M +$7.92M +348,377 New
Truist Financial
8
Truist Financial
North Carolina
$8.01M +$397K +17,472 +5%
Ameriprise
9
Ameriprise
Minnesota
$5.06M +$51.4K +2,262 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.39M +$394K +17,325 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.34M +$202K +8,884 +5%
APW
12
Atlantic Private Wealth
North Carolina
$4.21M +$1.92M +84,558 +86%
Wells Fargo
13
Wells Fargo
California
$4.05M +$114K +5,006 +3%
PAS
14
Park Avenue Securities
New York
$3.78M +$120K +5,275 +3%
JIR
15
James Investment Research
Ohio
$3.63M -$371K -16,321 -9%
PA
16
Probity Advisors
Texas
$3.58M +$205K +9,016 +6%
AWP
17
Accretive Wealth Partners
New Jersey
$3.24M +$142K +6,256 +5%
Bank of America
18
Bank of America
North Carolina
$2.28M -$231K -10,180 -9%
LPL Financial
19
LPL Financial
California
$2.28M -$415K -18,253 -16%
Stifel Financial
20
Stifel Financial
Missouri
$2.24M +$1.71M +75,341 +342%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.13M +$752K +33,088 +56%
Citadel Advisors
22
Citadel Advisors
Florida
$2.08M +$2.05M +90,215 New
SFB
23
STAR Financial Bank
Indiana
$1.91M +$996K +43,804 +112%
CCB
24
Country Club Bank
Missouri
$1.75M -$332K -14,608 -16%
BFO
25
Boston Family Office
Massachusetts
$1.58M +$97.9K +4,304 +7%

IBTM Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 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.