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iShares iBonds Dec 2032 Term Treasury ETF

96 hedge funds and large institutions have $276M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

40% more capital invested

Capital invested by funds: $197M → $276M (+$78.7M)

25% more funds holding

Funds holding: 7796 (+19)

3.28% more ownership

Funds ownership: 59.84%63.12% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
96
Holders Change
+19
Holders Change %
+24.68%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
42
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$57.3M +$10.3M +446,103 +22%
PPW
2
Parcion Private Wealth
Washington
$20.9M +$20.7M +902,319 New
UBS Group
3
UBS Group
Switzerland
$19.2M +$522K +22,701 +3%
Morgan Stanley
4
Morgan Stanley
New York
$19.2M +$9.45M +411,029 +98%
Raymond James Financial
5
Raymond James Financial
Florida
$11M +$875K +38,071 +9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$10.8M +$10.8M +468,687 New
CIM
7
Confluence Investment Management
Missouri
$9.69M -$224K -9,745 -2%
DADC
8
D.A. Davidson & Co
Montana
$9.28M +$1.21M +52,769 +15%
Ameriprise
9
Ameriprise
Minnesota
$8.33M +$3.24M +141,122 +64%
Truist Financial
10
Truist Financial
North Carolina
$8.33M +$278K +12,112 +3%
SCA
11
Snowden Capital Advisors
New York
$8.11M +$6.94M +301,781 +619%
Wells Fargo
12
Wells Fargo
California
$6.84M +$2.75M +119,785 +68%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.1M +$738K +32,097 +17%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.86M +$3.98M +173,318 +473%
APW
15
Atlantic Private Wealth
North Carolina
$4.61M +$380K +16,516 +9%
NA
16
NewEdge Advisors
Louisiana
$3.79M -$4.51M -196,165 -54%
PAS
17
Park Avenue Securities
New York
$3.72M -$73.2K -3,187 -2%
PA
18
Probity Advisors
Texas
$3.61M +$19.1K +830 +0.5%
JIR
19
James Investment Research
Ohio
$3.61M -$35.4K -1,541 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.6M -$797K -34,690 -18%
LPL Financial
21
LPL Financial
California
$3.5M +$1.2M +52,063 +53%
AWP
22
Accretive Wealth Partners
New Jersey
$3.33M +$75K +3,265 +2%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$2.58M +$2.56M +111,430 New
Bank of America
24
Bank of America
North Carolina
$2.55M +$255K +11,094 +11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.54M +$400K +17,401 +19%

IBTM Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q3 2025, worth a combined $276M — up 40% from $197M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTM positions and 5 closed out — a net gain of 19 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $20.7M. The largest seller was NewEdge Advisors, cutting an estimated $4.51M.

  • 96 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $276M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q3 2025, up 40% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q3 2025 and 5 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q3 2025 was Parcion Private Wealth, an estimated $20.7M added.
  • The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q3 2025 was NewEdge Advisors, an estimated $4.51M sold.

Based on aggregated 13F filings for Q3 2025.