iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
19 hedge funds and large institutions have $101M invested in iShares iBonds 1-5 Year Treasury Ladder ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.
6,610% more capital inflows, than outflows
Capital inflows: $50.6M | Capital outflows: $754K
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
260.8% more ownership
Funds ownership: 266.05% → 526.85% (+261%)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 17 → 19 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$23.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.2M |
| 3 |
HM Payson & Co
Portland,
Maine
|
+$8.73M |
| 4 |
Gilbert Capital Group
North Yarmouth,
Maine
|
+$1.56M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Synergy Asset Management
Vancouver,
Washington
|
-$377K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$282K |
| 3 |
Treasure Coast Financial Planning
Vero Beach,
Florida
|
-$79K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.7K |
LDRT Hedge Fund Activity: Q2 2026 in Review
19 of the 8,376 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) for Q2 2026, worth a combined $101M — up 97% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LDRT positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $23.3M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $377K sold.
- 19 institutional investors held iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) as of Q2 2026, up from 17 in Q1 2026.
- Funds reported $101M of iShares iBonds 1-5 Year Treasury Ladder ETF stock for Q2 2026, up 97% quarter-over-quarter.
- 6 funds opened new iShares iBonds 1-5 Year Treasury Ladder ETF positions in Q2 2026 and 3 closed out, a net change of +3 holders.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF buyer in Q2 2026 was Beaumont Financial Advisors, an estimated $23.3M added.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF seller in Q2 2026 was Synergy Asset Management, an estimated $377K sold.
Based on aggregated 13F filings for Q2 2026.