iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
10 hedge funds and large institutions have $11.5M invested in iShares iBonds 1-5 Year Treasury Ladder ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $11.9M → $11.5M (-$395K)
17.16% less ownership
Funds ownership: 71.15% → 53.99% (-17%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$590K |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$365K |
| 3 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$99.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$911K |
| 2 |
Jane Street
New York
|
-$334K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$182K |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$57.8K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$3.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
1
RFP Financial Group
Atlanta,
Georgia
| $5.2M | -$911K | -36,138 | -15% |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1.56M | +$99.8K | +3,960 | +7% |
|
|
APW
3
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $1.24M | – | – | – |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $937K | -$182K | -7,202 | -16% |
|
|
SIG
5
Spinnaker Investment Group
Newport Beach,
California
| $846K | -$57.8K | -2,295 | -6% |
|
|
6
Citadel Advisors
Miami,
Florida
| $591K | +$590K | +23,401 | New |
|
|
7
Jane Street
New York
| $432K | -$334K | -13,271 | -44% |
|
|
GVAG
8
Great Valley Advisor Group
Wilmington,
Delaware
| $366K | +$365K | +14,477 | New |
|
|
SB
9
Strategic Blueprint
Atlanta,
Georgia
| $253K | – | – | – |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$27.7K | +1,098 | New |
|
|
SS
11
Sunbelt Securities
Houston,
Texas
| – | -$3.18K | -126 | Closed |
|
LDRT Hedge Fund Activity: Q2 2025 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) for Q2 2025, worth a combined $11.5M — down 3.3% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LDRT positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $590K. The largest seller was RFP Financial Group, cutting an estimated $911K.
- 10 institutional investors held iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $11.5M of iShares iBonds 1-5 Year Treasury Ladder ETF stock for Q2 2025, down 3.3% quarter-over-quarter.
- 3 funds opened new iShares iBonds 1-5 Year Treasury Ladder ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF buyer in Q2 2025 was Citadel Advisors, an estimated $590K added.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF seller in Q2 2025 was RFP Financial Group, an estimated $911K sold.
Based on aggregated 13F filings for Q2 2025.