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IBTP

iShares iBonds Dec 2034 Term Treasury ETF

46 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

33% more capital invested

Capital invested by funds: $79.9M → $106M (+$26.5M)

18% more funds holding

Funds holding: 3946 (+7)

1.11% more ownership

Funds ownership: 74.13%75.24% (+1.1%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
25
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$483K +$125K +4,925 +35%
Raymond James Financial
27
Raymond James Financial
Florida
$456K +$115K +4,544 +34%
PFW
28
Petros Family Wealth
Minnesota
$419K +$77.8K +3,063 +23%
JCM
29
Jacobi Capital Management
Pennsylvania
$255K +$1.32K +52 +0.5%
MML Investors Services
30
MML Investors Services
Massachusetts
$235K +$232K +9,156 New
GS
31
GTS Securities
New York
$227K +$224K +8,826 New
WA
32
Waverly Advisors
Alabama
$220K +$12K +473 +6%
Financial Engines Advisors
33
Financial Engines Advisors
California
$205K +$202K +7,961 New
S
34
SignatureFD
Georgia
$202K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$182K +$25.4K +1,000 +16%
IA
36
IFP Advisors
Florida
$172K +$74.3K +2,926 +77%
PWA
37
Physician Wealth Advisors
Utah
$103K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$54K +$43.7K +1,722 +435%
CAL
39
Capital Analysts LLC
Pennsylvania
$47K
AWM
40
AllSquare Wealth Management
New York
$45.5K
Osaic Holdings
41
Osaic Holdings
Arizona
$33.5K -$9.67K -381 -23%
CTC
42
Central Trust Company
Missouri
$28.4K +$20K +787 +247%
Comerica Bank
43
Comerica Bank
Texas
$26.2K -$381 -15 -1%
CFO
44
CVA Family Office
Colorado
$15K
ADL
45
Asset Dedication LLC
California
$13.3K +$6.91K +272 +111%
Wells Fargo
46
Wells Fargo
California
$9.74K +$9.62K +379 New
CCM
47
Coldstream Capital Management
Washington
-$109K -4,239 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
-$6.78K -264 Closed

IBTP Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) for Q2 2025, worth a combined $106M — up 33% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBTP positions and 2 closed out — a net gain of 7 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $8.14M. The largest seller was Jane Street, cutting an estimated $266K.

  • 46 institutional investors held iShares iBonds Dec 2034 Term Treasury ETF (IBTP) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $106M of iShares iBonds Dec 2034 Term Treasury ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2034 Term Treasury ETF positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF buyer in Q2 2025 was D.A. Davidson & Co, an estimated $8.14M added.
  • The largest iShares iBonds Dec 2034 Term Treasury ETF seller in Q2 2025 was Jane Street, an estimated $266K sold.

Based on aggregated 13F filings for Q2 2025.