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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
AUB
1
Atlantic Union Bankshares
Virginia
$18.6M +$4.45M +176,933 +32%
CIM
2
Confluence Investment Management
Missouri
$17M +$16.6M +661,179 New
LPL Financial
3
LPL Financial
California
$6.88M +$3.83M +152,246 +132%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.15M +$379K +15,051 +7%
KAS
5
Kestra Advisory Services
Texas
$4.97M +$694K +27,612 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.63M +$3.91M +155,440 +627%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.66M +$187K +7,426 +5%
AWP
8
Accretive Wealth Partners
New Jersey
$2.95M +$654K +26,022 +29%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.18M +$280K +11,144 +15%
APW
10
Atlantic Private Wealth
North Carolina
$1.99M +$1.95M +77,711 New
PA
11
Probity Advisors
Texas
$1.46M +$1.09M +43,314 +318%
KTM
12
Keeler Thomas Management
Utah
$1.23M +$1.2M +47,741 New
KF
13
Krilogy Financial
Missouri
$1.12M +$1.1M +43,764 New
Jane Street
14
Jane Street
New York
$1.04M +$638K +25,373 +168%
Goldman Sachs
15
Goldman Sachs
New York
$861K +$595K +23,652 +239%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$852K +$835K +33,192 New
Stifel Financial
17
Stifel Financial
Missouri
$742K +$727K +28,923 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$428K +$420K +16,693 New
UCFA
19
United Capital Financial Advisors
Texas
$427K +$418K +16,633 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$356K +$349K +13,875 New
EH
21
Equitable Holdings
New York
$353K +$346K +13,739 New
PFW
22
Petros Family Wealth
Minnesota
$340K +$333K +13,250 New
Raymond James Financial
23
Raymond James Financial
Florida
$338K +$331K +13,177 New
JCM
24
Jacobi Capital Management
Pennsylvania
$253K – – –
WA
25
Waverly Advisors
Alabama
$207K +$203K +8,078 New
1
2

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.