iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
12 hedge funds and large institutions have $13.6M invested in iShares iBonds 1-5 Year Treasury Ladder ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
94% more capital invested
Capital invested by funds: $7.04M → $13.6M (+$6.59M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
12.36% more ownership
Funds ownership: 36.57% → 48.93% (+12%)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$6.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$664K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$334K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$280K |
| 5 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$55.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$386K |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$368K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$292K |
| 4 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$70.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
1
HM Payson & Co
Portland,
Maine
| $6.32M | +$6.33M | +249,726 | New |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1.73M | +$55.7K | +2,197 | +3% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $1.52M | +$280K | +11,029 | +22% |
|
|
SIG
4
Spinnaker Investment Group
Newport Beach,
California
| $1.09M | +$48.9K | +1,928 | +5% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.01M | +$664K | +26,184 | +191% |
|
|
6
Mariner
Overland Park,
Kansas
| $630K | +$334K | +13,190 | +113% |
|
|
7
Jane Street
New York
| $562K | -$386K | -15,238 | -41% |
|
|
RFG
8
RFP Financial Group
Atlanta,
Georgia
| $495K | -$70.2K | -2,769 | -12% |
|
|
SB
9
Strategic Blueprint
Atlanta,
Georgia
| $253K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $3.19K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $2.79K | +$2.79K | +110 | New |
|
12
Wells Fargo
San Francisco,
California
| $23 | +$25 | +1 | New |
|
|
GVAG
13
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$368K | -14,521 | Closed |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$292K | -11,524 | Closed |
|
LDRT Hedge Fund Activity: Q4 2025 in Review
12 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) for Q4 2025, worth a combined $13.6M — up 94% from $7.04M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LDRT positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was HM Payson & Co, opening a new position worth an estimated $6.33M. The largest seller was Jane Street, cutting an estimated $386K.
- 12 institutional investors held iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) as of Q4 2025, up from 11 in Q3 2025.
- Funds reported $13.6M of iShares iBonds 1-5 Year Treasury Ladder ETF stock for Q4 2025, up 94% quarter-over-quarter.
- 3 funds opened new iShares iBonds 1-5 Year Treasury Ladder ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF buyer in Q4 2025 was HM Payson & Co, an estimated $6.33M added.
- The largest iShares iBonds 1-5 Year Treasury Ladder ETF seller in Q4 2025 was Jane Street, an estimated $386K sold.
Based on aggregated 13F filings for Q4 2025.