LDRT
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
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
Holders
10
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$591K | |
| 2 | +$366K | |
| 3 | +$100K | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28K |
Top Sellers
| 1 | -$913K | |
| 2 | -$335K | |
| 3 | -$182K | |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$58K |
| 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 |
|
|||
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1.56M |
|
|||
|
APW
3
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $1.24M |
|
|||
4
HighTower Advisors
Chicago,
Illinois
| $937K |
|
|||
|
SIG
5
Spinnaker Investment Group
Newport Beach,
California
| $846K |
|
|||
6
Citadel Advisors
Miami,
Florida
| $591K |
|
|||
7
Jane Street
New York
| $432K |
|
|||
|
GVAG
8
Great Valley Advisor Group
Wilmington,
Delaware
| $366K |
|
|||
|
SB
9
Strategic Blueprint
Atlanta,
Georgia
| $253K |
|
|||
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K |
|
|||
|
SS
11
Sunbelt Securities
Houston,
Texas
| – |
|