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IBTP

iShares iBonds Dec 2034 Term Treasury ETF
IBTP

53 hedge funds and large institutions have $165M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $146M → $165M (+$19.1M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.34% less ownership

Funds ownership: 79.73% → 77.39% (-2.3%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
28
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$11.5M
2
Stifel Financial
Stifel Financial
Missouri
+$11.1M
3
AUB
Atlantic Union Bankshares
Virginia
+$8.13M
4
Morgan Stanley
Morgan Stanley
New York
+$4.08M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.04M

Top Sellers

1
LPL Financial
LPL Financial
California
-$12M
2
KAS
Kestra Advisory Services
Texas
-$4.91M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.62M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
51
Hyposwiss Advisors
$35.2K +$35.5K +1,365 New
ADL
52
Asset Dedication LLC
California
$26.8K +$442 +17 +2%
CFO
53
CVA Family Office
Colorado
$15K – – –
KAS
54
Kestra Advisory Services
Texas
– -$4.91M -189,477 Closed
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
– -$1.56M -60,027 Closed
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$487K -18,800 Closed
FTUS
57
Flow Traders U.S.
New York
– -$389K -15,019 Closed
Financial Engines Advisors
58
Financial Engines Advisors
California
– -$206K -7,967 Closed
ASN
59
Advisory Services Network
Georgia
– -$27.3K -1,052 Closed
1 2
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