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IBTP

iShares iBonds Dec 2034 Term Treasury ETF
IBTP

39 hedge funds and large institutions have $79.9M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

113% more capital invested

Capital invested by funds: $37.5M → $79.9M (+$42.3M)

77% more funds holding

Funds holding: 22 → 39 (+17)

7.64% less ownership

Funds ownership: 81.77% → 74.13% (-7.6%)

Holders
39
Holders Change
+17
Holders Change %
+77.27%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$16.6M
2
AUB
Atlantic Union Bankshares
Virginia
+$4.45M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.91M
4
LPL Financial
LPL Financial
California
+$3.83M
5
APW
Atlantic Private Wealth
North Carolina
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$769K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$512K
3
Citadel Advisors
Citadel Advisors
Florida
-$469K
4
PA
Parallel Advisors
California
-$34.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$201K +$197K +7,840 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$156K +$75.5K +3,000 +98%
CCM
28
Coldstream Capital Management
Washington
$109K +$107K +4,239 New
PWA
29
Physician Wealth Advisors
Utah
$103K – – –
IA
30
IFP Advisors
Florida
$97.1K +$19.5K +776 +26%
CAL
31
Capital Analysts LLC
Pennsylvania
$47K +$46.2K +1,838 New
AWM
32
AllSquare Wealth Management
New York
$45.4K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$43.2K +$12.2K +484 +40%
Comerica Bank
34
Comerica Bank
Texas
$26.6K +$26K +1,035 New
CFO
35
CVA Family Office
Colorado
$15K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.96K +396 New
CTC
37
Central Trust Company
Missouri
$8.19K +$8.02K +319 New
JP Morgan Chase
38
JP Morgan Chase
New York
$6.78K +$6.64K +264 New
ADL
39
Asset Dedication LLC
California
$6.29K +$6.16K +245 New
GS
40
GTS Securities
New York
– -$769K -30,993 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$512K -20,613 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$469K -18,894 Closed
PA
43
Parallel Advisors
California
– -$34.7K -1,399 Closed
1
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IBTP Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) for Q1 2025, worth a combined $79.9M — up 113% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTP positions and 4 closed out — a net gain of 17 holders — while 14 added to existing stakes and 0 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $16.6M. The largest seller was GTS Securities, exiting entirely with an estimated $769K sold.

  • 39 institutional investors held iShares iBonds Dec 2034 Term Treasury ETF (IBTP) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $79.9M of iShares iBonds Dec 2034 Term Treasury ETF stock for Q1 2025, up 113% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2034 Term Treasury ETF positions in Q1 2025 and 4 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF buyer in Q1 2025 was Confluence Investment Management, an estimated $16.6M added.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF seller in Q1 2025 was GTS Securities, an estimated $769K sold.

Based on aggregated 13F filings for Q1 2025.