
iShares iBonds Dec 2032 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 93 institutional investors hold shares in this ETF, with total holdings valued at $273.9M. Krilogy Financial LLC is the largest holder with a position valued at $57.3M.
Overview of institutional ownership in IBTM as of Q3 2025
Institutions with the largest positions in IBTM as of Q3 2025
| Institution | Position Value |
|---|---|
Krilogy Financial LLC RIA/Wealth | $57.3M 2.15% of portfolio |
Parcion Private Wealth LLC RIA/Wealth | $20.9M 1.33% of portfolio |
UBS Group AG Institution | $19.2M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $19.2M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $11.0M 0.00% of portfolio |
Janney Montgomery Scott LLC RIA/Wealth | $10.8M 0.03% of portfolio |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $9.7M 0.14% of portfolio |
D DAVIDSON D A & CO Institution | $9.3M 0.06% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $8.3M 0.00% of portfolio |
BB&T CORP Institution | $8.3M 0.01% of portfolio |
Institutional buying and selling activity for IBTM in Q3 2025
| Institution | Net Bought |
|---|---|
Parcion Private Wealth LLC RIA/Wealth | +$20.9M +902.3K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$10.8M +468.7K shares |
Krilogy Financial LLC RIA/Wealth | +$10.3M +446.1K shares |
MORGAN STANLEY RIA/Wealth | +$9.5M +411.0K shares |
Snowden Capital Advisors LLC RIA/Wealth | +$7.0M +301.8K shares |
Cetera Investment Advisers RIA/Wealth | +$4.0M +173.3K shares |
AMERIPRISE FINANCIAL INC Institution | +$3.3M +141.1K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.8M +119.8K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.6M +111.4K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.9M +83.5K shares |
| Institution | Net Sold |
|---|---|
Goss Wealth Management LLC RIA/Wealth | −$4.5M −196.2K shares |
S STAR Financial Bank Institution | −$1.6M −70.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −57.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −54.2K shares |
PFG Advisors RIA/Wealth | −$952.8K −41.4K shares |
R ROYAL BANK OF CANADA Institution | −$802.4K −34.7K shares |
IFP Advisors, Inc RIA/Wealth | −$691.2K −29.9K shares |
Greater Midwest Financial Group, LLC RIA/Wealth | −$571.1K −24.7K shares |
J JANE STREET GROUP, LLC Institution | −$419.9K −18.2K shares |
Jacobi Capital Management LLC RIA/Wealth | −$363.5K −15.8K shares |
Institutions that initiated new positions or completely exited IBTM in Q3 2025
| Institution | Position Value |
|---|---|
Janney Montgomery Scott LLC RIA/Wealth | $10.8M 468.7K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $2.6M 111.4K shares |
T Tower Research Capital LLC Institution | $1.4M 61.1K shares |
Cushing Capital Partners, LLC RIA/Wealth | $934.6K 40.4K shares |
H HARMONY ASSET MANAGEMENT LLC RIA/Wealth | $903.7K 39.1K shares |
VERUS CAPITAL PARTNERS, LLC RIA/Wealth | $656.3K 28.4K shares |
L2 Asset Management, LLC Hedge Fund•Long/Short | $638.4K 27.6K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $438.4K 19.0K shares |
SeaCrest Wealth Management, LLC RIA/Wealth | $385.3K 16.7K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | $288.1K 12.5K shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 54.2K shares |
PFG Advisors RIA/Wealth | $952.8K 41.4K shares |
J JANE STREET GROUP, LLC Institution | $419.9K 18.2K shares |
Jacobi Capital Management LLC RIA/Wealth | $363.5K 15.8K shares |
Capital Analysts, Inc. RIA/Wealth | $46.3K 2.0K shares |
Institutions with the largest Call and Put options positions in IBTM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with IBTM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Atlantic Private Wealth, LLC RIA/Wealth | 3.02% $4.6M |
Krilogy Financial LLC RIA/Wealth | 2.15% $57.3M |
Parcion Private Wealth LLC RIA/Wealth | 1.33% $20.9M |
Accretive Wealth Partners, LLC RIA/Wealth | 1.03% $3.3M |
Yoder Wealth Management, Inc. RIA/Wealth | 0.75% $1.6M |
Cushing Capital Partners, LLC RIA/Wealth | 0.75% $934.6K |
Probity Advisors, Inc. RIA/Wealth | 0.59% $3.6M |
Keeler THomas Management LLC RIA/Wealth | 0.49% $1.1M |
JAMES INVESTMENT RESEARCH INC Long Only Manager | 0.40% $3.6M |
Reliant Wealth Planning RIA/Wealth | 0.35% $1.0M |
Discover hedge funds investing in IBTM


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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