iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
35 hedge funds and large institutions have $67.6M invested in iShares iBonds Dec 2035 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
84% more funds holding
Funds holding: 19 → 35 (+16)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
14% more capital invested
Capital invested by funds: $59.2M → $67.6M (+$8.38M)
28.32% less ownership
Funds ownership: 94.6% → 66.29% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$2.69M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.99M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.56M |
| 4 |
PA
Probity Advisors
Dallas,
Texas
|
+$1.13M |
| 5 |
SL
Summitry LLC
Foster City,
California
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$889K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$603K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$96.1K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$41.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CB
26
CNB Bank
Clearfield,
Pennsylvania
| $147K | +$148K | +5,785 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $122K | -$179 | -7 | -0.1% |
|
|
PWA
28
Physician Wealth Advisors
Midvale,
Utah
| $102K | +$103K | +4,000 | New |
|
|
APW
29
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $86.4K | +$86.9K | +3,389 | New |
|
|
30
Comerica Bank
Dallas,
Texas
| $70K | -$41.3K | -1,611 | -37% |
|
31
Morgan Stanley
New York
| $64.5K | +$64.8K | +2,530 | New |
|
|
CTC
32
Central Trust Company
Jefferson City,
Missouri
| $26.7K | +$26.8K | +1,046 | New |
|
|
IAIM
33
International Assets Investment Management
Orlando,
Florida
| $24.3K | +$24.5K | +955 | New |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| $17.8K | +$17.9K | +700 | New |
|
35
Wells Fargo
San Francisco,
California
| $739 | +$743 | +29 | New |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$603K | -23,613 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$37.8K | -1,481 | Closed |
|
IBTQ Hedge Fund Activity: Q4 2025 in Review
35 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) for Q4 2025, worth a combined $67.6M — up 14% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBTQ positions and 2 closed out — a net gain of 16 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Bell Investment Advisors, opening a new position worth an estimated $2.69M. The largest seller was Confluence Investment Management, cutting an estimated $1.33M.
- 35 institutional investors held iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) as of Q4 2025, up from 19 in Q3 2025.
- Funds reported $67.6M of iShares iBonds Dec 2035 Term Treasury ETF stock for Q4 2025, up 14% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2035 Term Treasury ETF positions in Q4 2025 and 2 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2035 Term Treasury ETF buyer in Q4 2025 was Bell Investment Advisors, an estimated $2.69M added.
- The largest iShares iBonds Dec 2035 Term Treasury ETF seller in Q4 2025 was Confluence Investment Management, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2025.