I
iShares iBonds Dec 2034 Term Treasury
IBTP • NASDAQ
iShares iBonds Dec 2034 Term Treasury is an exchange-traded fund on NASDAQ. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $145.6M. Union Bankshares Corp is the largest holder with a position valued at $24.9M.
Overview
Overview of institutional ownership in IBTP as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $145.6M
- Shares Held
- 5.6M
- Avg Position
- $2.9M
- Median Position
- $717.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.4M
- Shares Held
- 55.1K
- Avg Position
- $713.2K
- Median Position
- $713.2K
Biggest Investors
Institutions with the largest positions in IBTP as of Q3 2025
| Institution | Position Value |
|---|---|
 Union Bankshares Corp Institution | $24.9M 0.47% of portfolio |
 GOLUB GROUP LLC RIA/Wealth | $21.6M 0.92% of portfolio |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $16.7M 0.24% of portfolio |
L LPL Financial LLC Institution | $12.9M 0.00% of portfolio |
D DAVIDSON D A & CO Institution | $9.5M 0.06% of portfolio |
R ROYAL BANK OF CANADA Institution | $6.9M 0.00% of portfolio |
 Atlantic Private Wealth, LLC RIA/Wealth | $5.7M 3.72% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $5.1M 0.01% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $4.9M 0.02% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBTP in Q3 2025
- Traded
- +$38.4M
- Buyers
- 36
- Sellers
- 12
- Total Bought
- +$40.8M
- Total Sold
- −$2.4M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
GOLUB GROUP LLC RIA/Wealth | +$21.6M +833.0K shares |
Union Bankshares Corp Institution | +$4.4M +170.9K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$2.6M +100.4K shares |
T Tower Research Capital LLC Institution | +$2.3M +89.5K shares |
L LPL Financial LLC Institution | +$2.0M +78.1K shares |
D DAVIDSON D A & CO Institution | +$1.2M +47.0K shares |
Atlantic Private Wealth, LLC RIA/Wealth | +$1.1M +42.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$785.6K +30.3K shares |
 L2 Asset Management, LLC Hedge Fund•Long/Short | +$640.8K +24.7K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | +$474.2K +18.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.0M −39.1K shares |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$425.9K −16.4K shares |
J JANE STREET GROUP, LLC Institution | −$366.2K −14.1K shares |
G GTS SECURITIES LLC Institution | −$226.9K −8.8K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$103.6K −4.0K shares |
 Krilogy Financial LLC RIA/Wealth | −$85.1K −3.3K shares |
 IFP Advisors, Inc RIA/Wealth | −$77.9K −3.0K shares |
 Keeler THomas Management LLC RIA/Wealth | −$47.9K −1.9K shares |
 Capital Analysts, Inc. RIA/Wealth | −$47.2K −1.8K shares |
Cetera Investment Advisers RIA/Wealth | −$19.4K −750.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBTP in Q3 2025
- New Positions
- 8
- New Value
- $27.9M
- Exited Positions
- 4
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
GOLUB GROUP LLC RIA/Wealth | $21.6M 833.0K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $2.6M 100.4K shares |
T Tower Research Capital LLC Institution | $2.3M 89.5K shares |
L2 Asset Management, LLC Hedge Fund•Long/Short | $640.8K 24.7K shares |
F FLOW TRADERS U.S. LLC Institution | $389.1K 15.0K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | $233.6K 9.0K shares |
 Mendota Financial Group, LLC RIA/Wealth | $56.8K 2.2K shares |
A Advisory Services Network, LLC RIA/Wealth | $27.3K 1.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.0M 39.1K shares |
G GTS SECURITIES LLC Institution | $226.9K 8.8K shares |
Capital Analysts, Inc. RIA/Wealth | $47.2K 1.8K shares |
 WELLS FARGO & COMPANY/MN Institution | $9.7K 379.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBTP 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 IBTP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Atlantic Private Wealth, LLC RIA/Wealth | 3.72% $5.7M |
 Accretive Wealth Partners, LLC RIA/Wealth | 0.99% $3.2M |
GOLUB GROUP LLC RIA/Wealth | 0.92% $21.6M |
Keeler THomas Management LLC RIA/Wealth | 0.70% $1.6M |
 Reliant Wealth Planning RIA/Wealth | 0.50% $1.4M |
Union Bankshares Corp Institution | 0.47% $24.9M |
 Probity Advisors, Inc. RIA/Wealth | 0.43% $2.6M |
 Petros Family Wealth, LLC RIA/Wealth | 0.39% $460.1K |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | 0.24% $16.7M |
L2 Asset Management, LLC Hedge Fund•Long/Short | 0.09% $640.8K |
Hedge Fund Spotlight
Discover hedge funds investing in IBTP
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2034 Term Treasury
- Market Value
- $785.6K
- Shares Held
- 30.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-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% |
