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IBTQ

iShares iBonds Dec 2035 Term Treasury ETF
IBTQ

19 hedge funds and large institutions have $59.2M invested in iShares iBonds Dec 2035 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,721% more capital invested

Capital invested by funds: $2.1M → $59.2M (+$57.1M)

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

375% more funds holding

Funds holding: 4 → 19 (+15)

53.14% more ownership

Funds ownership: 41.46% → 94.6% (+53%)

Holders
19
Holders Change
+15
Holders Change %
+375%
% of All Funds
0%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$24.3M
2
CIM
Confluence Investment Management
Missouri
+$22.4M
3
AWP
Accretive Wealth Partners
New Jersey
+$3.08M
4
LAM
L2 Asset Management
Massachusetts
+$1.15M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
-$43K

IBTQ Hedge Fund Activity: Q3 2025 in Review

19 institutional investors reported a position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) for Q3 2025, worth a combined $59.2M — up 2,721% from $2.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBTQ positions and 1 closed out — a net gain of 15 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $24.3M. The largest seller was Capital Analysts LLC, exiting entirely with an estimated $43K sold.

  • 19 institutional investors held iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) as of Q3 2025, up from 4 in Q2 2025.
  • Funds reported $59.2M of iShares iBonds Dec 2035 Term Treasury ETF stock for Q3 2025, up 2,721% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2035 Term Treasury ETF positions in Q3 2025 and 1 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2035 Term Treasury ETF buyer in Q3 2025 was Summitry LLC, an estimated $24.3M added.
  • The largest iShares iBonds Dec 2035 Term Treasury ETF seller in Q3 2025 was Capital Analysts LLC, an estimated $43K sold.

Based on aggregated 13F filings for Q3 2025.