iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
8 hedge funds and large institutions have $11.9M invested in iShares iBonds 1-5 Year Treasury Ladder ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
550% more capital invested
Capital invested by funds: $1.83M → $11.9M (+$10M)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
60% more funds holding
Funds holding: 5 → 8 (+3)
18.85% more ownership
Funds ownership: 52.29% → 71.15% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$6.06M |
| 2 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
+$1.23M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.11M |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$897K |
| 5 |
Jane Street
New York
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$499K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$249K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
1
RFP Financial Group
Atlanta,
Georgia
| $6.11M | +$6.06M | +241,851 | New |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1.46M | +$622K | +24,800 | +75% |
|
|
APW
3
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $1.24M | +$1.23M | +49,256 | New |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $1.12M | +$1.11M | +44,273 | New |
|
|
SIG
5
Spinnaker Investment Group
Newport Beach,
California
| $904K | +$897K | +35,792 | New |
|
|
6
Jane Street
New York
| $766K | +$761K | +30,360 | New |
|
|
SB
7
Strategic Blueprint
Atlanta,
Georgia
| $252K | – | – | – |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $3.18K | +$3.16K | +126 | New |
|
|
9
BlackRock
New York
| – | -$499K | -20,000 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$249K | -9,987 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$2.59K | -104 | Closed |
|
LDRT Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) for Q1 2025, worth a combined $11.9M — up 550% from $1.83M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LDRT positions and 3 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was RFP Financial Group, opening a new position worth an estimated $6.06M. The largest seller was BlackRock, exiting entirely with an estimated $499K sold.
- 8 institutional investors held iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $11.9M of iShares iBonds 1-5 Year Treasury Ladder ETF stock for Q1 2025, up 550% quarter-over-quarter.
- 6 funds opened new iShares iBonds 1-5 Year Treasury Ladder ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF buyer in Q1 2025 was RFP Financial Group, an estimated $6.06M added.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF seller in Q1 2025 was BlackRock, an estimated $499K sold.
Based on aggregated 13F filings for Q1 2025.