IBTP

iShares iBonds Dec 2034 Term Treasury ETF

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.

Holders
39
Holders Change
+17
Holders Change %
+77.27%
% of All Funds
0.53%
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
Name Market Value Shares Shares
Change
Shares
Change %
AUB
1
Atlantic Union Bankshares
Virginia
$18.6M 725,718 +176,933 +32%
CIM
2
Confluence Investment Management
Missouri
$17M 661,179 +661,179 New
LPL Financial
3
LPL Financial
California
$6.88M 268,015 +152,246 +132%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.15M 239,668 +15,051 +7%
KAS
5
Kestra Advisory Services
Texas
$4.97M 193,671 +27,612 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.63M 180,214 +155,440 +627%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.66M 142,518 +7,426 +5%
AWP
8
Accretive Wealth Partners
New Jersey
$2.95M 115,794 +26,022 +29%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.18M 85,000 +11,144 +15%
APW
10
Atlantic Private Wealth
North Carolina
$1.99M 77,711 +77,711 New
PA
11
Probity Advisors
Texas
$1.46M 56,939 +43,314 +318%
KTM
12
Keeler Thomas Management
Utah
$1.23M 47,741 +47,741 New
KF
13
Krilogy Financial
Missouri
$1.12M 43,764 +43,764 New
Jane Street
14
Jane Street
New York
$1.04M 40,520 +25,373 +168%
Goldman Sachs
15
Goldman Sachs
New York
$861K 33,551 +23,652 +239%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$852K 33,192 +33,192 New
Stifel Financial
17
Stifel Financial
Missouri
$742K 28,923 +28,923 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$428K 16,693 +16,693 New
UCFA
19
United Capital Financial Advisors
Texas
$427K 16,633 +16,633 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$356K 13,875 +13,875 New
EH
21
Equitable Holdings
New York
$353K 13,739 +13,739 New
PFW
22
Petros Family Wealth
Minnesota
$340K 13,250 +13,250 New
Raymond James Financial
23
Raymond James Financial
Florida
$338K 13,177 +13,177 New
JCM
24
Jacobi Capital Management
Pennsylvania
$253K 9,871
WA
25
Waverly Advisors
Alabama
$207K 8,078 +8,078 New