Who Owns iShares iBonds Dec 2031 Term Treasury ETF (IBTL)?Hedge Fund & Institutional Holders

$20.43+0.00 (+0.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.007139816390001e+198T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$19.55$19.91$20.27$20.63$20.99Aug 24Jun 25Mar 26

IBTL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCNew Position+2K+$50.1M
Krilogy Financial LLCNew Position+678K+$13.9M
Probity Advisors, Inc.New Position+452K+$9.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+405K+$8.0M
Legacy Private Trust Co.New Position+374K+$7.7M
FORONJY FINANCIAL LLCNew Position+308K+$6.3M
PARK AVENUE SECURITIES LLCNew Position+295K+$6.1M
SPRENG CAPITAL MANAGEMENT, INC.New Position+271K+$5.6M
Yoder Wealth Management, Inc.New Position+217K+$4.4M
Whalen Wealth Management Inc.New Position+197K+$4.0M
Stockman Wealth Management, Inc.New Position+194K+$4.0M
CENTRAL TRUST CoNew Position+165K+$3.4M
Tower Research Capital LLC (TRC)New Position+137K+$2.0M
Keeler Thomas Management LLCNew Position+92K+$1.9M
HOWLAND CAPITAL MANAGEMENT LLCNew Position+83K+$1.7M

IBTL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Federation des caisses Desjardins du QuebecDecreased-1.8M-$37.5B
BANK OF AMERICA CORP /DE/Decreased-33K-$16.6B
MORGAN STANLEYDecreased-59K-$14.8B
AMERIPRISE FINANCIAL INCDecreased-21K-$10.2B
UBS Group AGDecreased-89K-$5.9B
Equitable Holdings, Inc.Decreased-120K-$3.1B
Creative PlanningDecreased-38K-$2.4B
COUNTRY CLUB BANKClosed Position-92K-$1.9B
LPL Financial LLCDecreased-19K-$1.7B
CITADEL ADVISORS LLCDecreased-5K-$1.7B
EIGHT 31 FINANCIAL, LLCDecreased-5K-$1.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-49K-$1.0B
JANE STREET GROUP, LLCClosed Position-41K-$844.0M
Integrated Wealth Concepts LLCDecreased-11K-$764.3M
OLD MISSION CAPITAL LLCClosed Position-28K-$568.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC2,439$50.1M0.00%Share
2TRUE Private Wealth Advisors1,939,888$39.8M3.99%Share
3WELLS FARGO & COMPANY/MN1,923,577$39.0M0.01%Share
4Krilogy Financial LLC678,143$13.9M0.47%Share
5MORGAN STANLEY642,174$13.0M0.00%Share
6NewEdge Advisors, LLC608,344$12.0M0.04%Share
7BANK OF AMERICA CORP /DE/607,899$12.0M0.00%Share
8WELLS FARGO & COMPANY/MN523,691$10.0M0.00%Share
9Probity Advisors, Inc.451,864$9.3M1.49%Share
10AMERIPRISE FINANCIAL INC474,850$9.0M0.00%Share
11ENVESTNET ASSET MANAGEMENT INC404,611$8.0M0.00%Share
12Snowden Capital Advisors LLC397,435$8.0M0.21%Share
13Legacy Private Trust Co.371,994$7.6M0.45%Share
14Headland Capital, LLC366,476$7.5M2.09%Share
15HighTower Advisors, LLC341,737$7.0M0.01%Share
16FORONJY FINANCIAL LLC308,435$6.3M2.64%Share
17PARK AVENUE SECURITIES LLC295,120$6.1M0.05%Share
18RAYMOND JAMES FINANCIAL INC311,215$6.0M0.00%Share
19UNITED CAPITAL FINANCIAL ADVISORS, LLC317,769$6.0M0.04%Share
20ROYAL BANK OF CANADA314,465$6.0M0.00%Share
21SPRENG CAPITAL MANAGEMENT, INC.271,451$5.6M2.19%Share
22FAGAN ASSOCIATES, INC.271,174$5.6M0.74%Share
23Yoder Wealth Management, Inc.216,536$4.4M2.02%Share
24UBS Group AG199,748$4.1M0.00%Share
25Whalen Wealth Management Inc.197,091$4.0M2.17%Share
26MERCER GLOBAL ADVISORS INC /ADV219,408$4.0M0.01%Share
27Stockman Wealth Management, Inc.193,708$4.0M0.49%Share
28Accretive Wealth Partners, LLC168,609$3.5M1.03%Share
29CENTRAL TRUST Co161,378$3.3M0.06%Share
30Parallel Advisors, LLC170,382$3.0M0.05%Share
31THOROUGHBRED FINANCIAL SERVICES, LLC187,518$3.0M0.18%Share
32BANK OF AMERICA CORP /DE/165,501$3.0M0.00%Share
33Asset Dedication, LLC143,426$2.9M0.19%Share
34BOSTON FAMILY OFFICE LLC105,256$2.2M0.14%Share
35GOLDMAN SACHS GROUP INC135,447$2.0M0.00%Share
36STIFEL FINANCIAL CORP120,617$2.0M0.00%Share
37Tower Research Capital LLC (TRC)137,084$2.0M0.05%Share
38Keeler Thomas Management LLC91,530$1.9M0.90%Share
39HOWLAND CAPITAL MANAGEMENT LLC83,312$1.7M0.07%Share
40EIGHT 31 FINANCIAL, LLC64,218$1.3M0.72%Share
41CWM, LLC57,176$1.2M0.00%Share
42Financial Engines Advisors L.L.C.56,554$1.2M0.00%Share
43Valmark Advisers, Inc.55,470$1.1M0.01%Share
44L2 Asset Management, LLC59,375$1.0M0.13%Share
45CITADEL ADVISORS LLC78,176$1.0M0.00%Share
46Creative Planning76,223$1.0M0.00%Share
47FIRST NATIONAL BANK OF OMAHA69,752$1.0M0.03%Share
48Private Advisor Group, LLC72,538$1.0M0.00%Share
49LPL Financial LLC66,155$1.0M0.00%Share
50Janney Montgomery Scott LLC89,317$1.0M0.00%Share

IBTL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$365.3M+52
Q3 202568$255.8B-17
Q2 202585$259.0B-2
Q1 202587$261.5B+14
Q4 202473$17.8T+22
Q3 202451$95.2T+7
Q2 202444$86.1T+4
Q1 202440$76.7T—

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As of Q4 2025, 50 institutional investors hold IBTL (iShares iBonds Dec 2031 Term Treasury ETF). The largest holder is TD Capital Management LLC with $50.1M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTL?

As of Q4 2025, 50 institutional investors report holding IBTL (iShares iBonds Dec 2031 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTL?

The largest institutional holder of IBTL is TD Capital Management LLC with $50.1M in shares.

Is institutional ownership of IBTL increasing or decreasing?

This quarter, 15 institutions opened new positions in IBTL and 3 closed their positions.