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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
AUB
1
Atlantic Union Bankshares
Virginia
$20.3M +$1.61M +63,360 +9%
CIM
2
Confluence Investment Management
Missouri
$16.9M -$51.7K -2,036 -0.3%
LPL Financial
3
LPL Financial
California
$10.8M +$3.82M +150,543 +56%
DADC
4
D.A. Davidson & Co
Montana
$8.24M +$8.14M +320,632 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.58M +$409K +16,124 +7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.05M +$411K +16,186 +9%
KAS
7
Kestra Advisory Services
Texas
$4.97M -$5K -197 -0.1%
APW
8
Atlantic Private Wealth
North Carolina
$4.53M +$2.5M +98,407 +127%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.76M +$92.1K +3,628 +3%
AWP
10
Accretive Wealth Partners
New Jersey
$3.12M +$142K +5,602 +5%
Stifel Financial
11
Stifel Financial
Missouri
$2.49M +$1.73M +67,988 +235%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.44M +$248K +9,761 +11%
PA
13
Probity Advisors
Texas
$2.33M +$859K +33,837 +59%
KTM
14
Keeler Thomas Management
Utah
$1.65M +$420K +16,525 +35%
RWP
15
Reliant Wealth Planning
Kentucky
$1.4M +$1.38M +54,310 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.18M +$744K +29,293 +175%
UCFA
17
United Capital Financial Advisors
Texas
$1.08M +$643K +25,342 +152%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.01M +$993K +39,102 New
KF
19
Krilogy Financial
Missouri
$995K -$129K -5,071 -12%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$895K +$41.7K +1,642 +5%
Goldman Sachs
21
Goldman Sachs
New York
$862K
Jane Street
22
Jane Street
New York
$773K -$266K -10,460 -26%
BEI
23
Benjamin Edwards Inc
Missouri
$594K +$586K +23,098 New
EH
24
Equitable Holdings
New York
$526K +$170K +6,712 +49%
Bank of America
25
Bank of America
North Carolina
$489K +$483K +19,016 New

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.