IBTP

iShares iBonds Dec 2034 Term Treasury ETF
IBTP

Overview Fund Activity

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
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.62%
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
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
$8.24M
2
LPL Financial
LPL Financial
California
$10.8M
3
APW
Atlantic Private Wealth
North Carolina
$4.53M
4
Stifel Financial
Stifel Financial
Missouri
$2.49M
5
AUB
Atlantic Union Bankshares
Virginia
$20.3M

Top Sellers

1
Jane Street
Jane Street
New York
$773K
2
KF
Krilogy Financial
Missouri
$995K
3
CCM
Coldstream Capital Management
Washington
$0
4
CIM
Confluence Investment Management
Missouri
$16.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$29.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
1
Atlantic Union Bankshares
Virginia
$20.3M +$1.63M +63,360 +9%
CIM
2
Confluence Investment Management
Missouri
$16.9M -$52.3K -2,036 -0.3%
LPL Financial
3
LPL Financial
California
$10.8M +$3.87M +150,543 +56%
DADC
4
D.A. Davidson & Co
Montana
$8.24M +$8.24M +320,632 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.58M +$414K +16,124 +7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.05M +$416K +16,186 +9%
KAS
7
Kestra Advisory Services
Texas
$4.97M -$5.06K -197 -0.1%
APW
8
Atlantic Private Wealth
North Carolina
$4.53M +$2.53M +98,407 +127%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.76M +$93.3K +3,628 +3%
AWP
10
Accretive Wealth Partners
New Jersey
$3.12M +$144K +5,602 +5%
Stifel Financial
11
Stifel Financial
Missouri
$2.49M +$1.75M +67,988 +235%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.44M +$251K +9,761 +11%
PA
13
Probity Advisors
Texas
$2.33M +$870K +33,837 +59%
KTM
14
Keeler Thomas Management
Utah
$1.65M +$425K +16,525 +35%
RWP
15
Reliant Wealth Planning
Kentucky
$1.4M +$1.4M +54,310 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.18M +$753K +29,293 +175%
UCFA
17
United Capital Financial Advisors
Texas
$1.08M +$652K +25,342 +152%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.01M +$1.01M +39,102 New
KF
19
Krilogy Financial
Missouri
$995K -$130K -5,071 -12%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$895K +$42.2K +1,642 +5%
Goldman Sachs
21
Goldman Sachs
New York
$862K – – –
Jane Street
22
Jane Street
New York
$773K -$269K -10,460 -26%
BEI
23
Benjamin Edwards Inc
Missouri
$594K +$594K +23,098 New
EH
24
Equitable Holdings
New York
$526K +$173K +6,712 +49%
Bank of America
25
Bank of America
North Carolina
$489K +$489K +19,016 New
1
2