iShares iBonds Dec 2031 Term Treasury
IBTL • NASDAQ
iShares iBonds Dec 2031 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 108 institutional investors hold shares in this ETF, with total holdings valued at $336.8M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $46.4M.
Overview
Overview of institutional ownership in IBTL as of Q3 2025
All Institutions
- Institutions
- 108
- Value Held
- $336.8M
- Shares Held
- 16.4M
- Avg Position
- $3.1M
- Median Position
- $574.3K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.3M
- Shares Held
- 162.7K
- Avg Position
- $1.1M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in IBTL as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $46.4M 0.01% of portfolio |
 TRUE Private Wealth Advisors RIA/Wealth | $39.6M 4.07% of portfolio |
 Federation des caisses Desjardins du Quebec Fund of Funds | $37.5M 0.15% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $16.6M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $14.8M 0.00% of portfolio |
 Krilogy Financial LLC RIA/Wealth | $13.3M 0.50% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $11.2M 0.05% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $10.2M 0.00% of portfolio |
 Probity Advisors, Inc. RIA/Wealth | $8.4M 1.36% of portfolio |
 PARK AVENUE SECURITIES LLC RIA/Wealth | $8.2M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTL in Q3 2025
- Traded
- +$39.2M
- Buyers
- 76
- Sellers
- 21
- Total Bought
- +$46.1M
- Total Sold
- −$6.8M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Goss Wealth Management LLC RIA/Wealth | +$11.0M +536.1K shares |
MORGAN STANLEY RIA/Wealth | +$6.4M +312.4K shares |
AMERIPRISE FINANCIAL INC Institution | +$2.9M +142.0K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.4M +116.3K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$1.8M +88.1K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.8M +85.1K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.6M +79.3K shares |
Krilogy Financial LLC RIA/Wealth | +$1.6M +77.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.4M +68.3K shares |
PARK AVENUE SECURITIES LLC RIA/Wealth | +$1.4M +67.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S STAR Financial Bank Institution | −$1.7M −81.4K shares |
BANK OF AMERICA CORP /DE/ Institution | −$1.4M −67.7K shares |
 IFP Advisors, Inc RIA/Wealth | −$1.3M −65.4K shares |
 Equitable Holdings, Inc. Institution | −$555.8K −27.0K shares |
 GOLDMAN SACHS GROUP INC Institution | −$499.1K −24.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$328.9K −16.0K shares |
 Creative Planning RIA/Wealth | −$238.0K −11.6K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | −$220.5K −10.8K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$159.3K −7.7K shares |
 BARRETT & COMPANY, INC. RIA/Wealth | −$92.1K −4.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTL in Q3 2025
- New Positions
- 17
- New Value
- $4.0M
- Exited Positions
- 7
- Exited Value
- $704.7K
New Positions
| Institution | Position Value |
|---|---|
 L2 Asset Management, LLC Hedge Fund•Long/Short | $1.2M 56.2K shares |
O OLD MISSION CAPITAL LLC Institution | $568.8K 27.7K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $486.2K 23.6K shares |
M Montecito Bank & Trust Institution | $383.1K 18.6K shares |
 Strategic Blueprint, LLC RIA/Wealth | $319.5K 15.5K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $302.4K 14.7K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $254.6K 12.4K shares |
 Union Bankshares Corp Institution | $156.0K 7.6K shares |
C CNB Bank Institution | $135.7K 6.6K shares |
H Hills Bank & Trust Co Institution | $104.7K 5.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $328.9K 16.0K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | $220.5K 10.8K shares |
BARRETT & COMPANY, INC. RIA/Wealth | $92.1K 4.4K shares |
 Capital Analysts, Inc. RIA/Wealth | $46.4K 2.3K shares |
P Parkside Financial Bank & Trust Institution | $15.6K 761.0 shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $963.0 47.0 shares |
 Golden State Wealth Management, LLC RIA/Wealth | $208.0 10.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBTL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
TRUE Private Wealth Advisors RIA/Wealth | 4.07% $39.6M |
 FORONJY FINANCIAL LLC RIA/Wealth | 2.64% $6.0M |
 SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth | 2.16% $5.3M |
 Yoder Wealth Management, Inc. RIA/Wealth | 2.15% $4.5M |
 Headland Capital, LLC RIA/Wealth | 2.06% $7.3M |
Probity Advisors, Inc. RIA/Wealth | 1.36% $8.4M |
 Accretive Wealth Partners, LLC RIA/Wealth | 1.04% $3.4M |
 Keeler THomas Management LLC RIA/Wealth | 0.81% $1.9M |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | 0.80% $1.4M |
 FAGAN ASSOCIATES, INC. RIA/Wealth | 0.76% $5.5M |
Hedge Fund Spotlight
Discover hedge funds investing in IBTL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2031 Term Treasury
- Market Value
- $1.7M
- Shares Held
- 82.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
