iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
11 hedge funds and large institutions have $7.04M invested in iShares iBonds 1-5 Year Treasury Ladder ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
17.41% less ownership
Funds ownership: 53.99% → 36.57% (-17%)
39% less capital invested
Capital invested by funds: $11.5M → $7.04M (-$4.42M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$514K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$318K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$306K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$295K |
| 5 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$4.63M |
| 2 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
-$1.24M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCFP
1
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1.68M | +$112K | +4,443 | +7% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $1.24M | +$306K | +12,100 | +33% |
|
|
SIG
3
Spinnaker Investment Group
Newport Beach,
California
| $1.04M | +$193K | +7,648 | +23% |
|
|
4
Jane Street
New York
| $948K | +$514K | +20,346 | +119% |
|
|
RFG
5
RFP Financial Group
Atlanta,
Georgia
| $565K | -$4.63M | -183,381 | -89% |
|
|
GVAG
6
Great Valley Advisor Group
Wilmington,
Delaware
| $368K | +$1.11K | +44 | +0.3% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $346K | +$318K | +12,593 | +1,147% |
|
|
8
Mariner
Overland Park,
Kansas
| $296K | +$295K | +11,698 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| $292K | -$300K | -11,877 | -51% |
|
|
SB
10
Strategic Blueprint
Atlanta,
Georgia
| $253K | – | – | – |
|
|
SS
11
Sunbelt Securities
Houston,
Texas
| $3.19K | +$3.18K | +126 | New |
|
|
APW
12
Atlantic Private Wealth
Chapel Hill,
North Carolina
| – | -$1.24M | -49,256 | Closed |
|
LDRT Hedge Fund Activity: Q3 2025 in Review
11 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) for Q3 2025, worth a combined $7.04M — down 39% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LDRT positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $514K. The largest seller was RFP Financial Group, cutting an estimated $4.63M.
- 11 institutional investors held iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) as of Q3 2025, up from 10 in Q2 2025.
- Funds reported $7.04M of iShares iBonds 1-5 Year Treasury Ladder ETF stock for Q3 2025, down 39% quarter-over-quarter.
- 2 funds opened new iShares iBonds 1-5 Year Treasury Ladder ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF buyer in Q3 2025 was Jane Street, an estimated $514K added.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF seller in Q3 2025 was RFP Financial Group, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2025.