Who Owns iShares iBonds Dec 2034 Term Treasury ETF (IBTP)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.217800018484e+205T
% of Float Held
—
QoQ Change in Holders
+9 / -5
Price History
IBTP — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| STIFEL FINANCIAL CORP | Increased | +427K | +$10.4B |
| D.A. DAVIDSON & CO. | New Position | +374K | +$9.7B |
| Atlantic Private Wealth, LLC | New Position | +235K | +$6.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +173K | +$4.0B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | +73K | +$1.8B |
| Keeler Thomas Management LLC | New Position | +64K | +$1.6B |
| Krilogy Financial LLC | New Position | +24K | +$628.0M |
| SUMMITRY LLC | Increased | +26K | +$595.8M |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | +20K | +$398.4M |
| UBS Group AG | New Position | +12K | +$318.0M |
| DEARBORN PARTNERS LLC | New Position | +8K | +$205.0M |
| Accretive Wealth Partners, LLC | Increased | +4K | +$94.2M |
| ROYAL BANK OF CANADA | Increased | +78K | +$58.0M |
| AllSquare Wealth Management LLC | New Position | +2K | +$56.0M |
| CENTRAL TRUST Co | New Position | +2K | +$42.0M |
IBTP — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -461K | -$12.9B |
| Cetera Investment Advisers | Decreased | -139K | -$5.1B |
| HighTower Advisors, LLC | Decreased | -2K | -$2.7B |
| Tower Research Capital LLC (TRC) | Decreased | -60K | -$2.3B |
| GOLDMAN SACHS GROUP INC | Decreased | -639 | -$885.9M |
| CITADEL ADVISORS LLC | Decreased | -1K | -$785.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Closed Position | -19K | -$487.1M |
| Financial Engines Advisors L.L.C. | Closed Position | -8K | -$206.4M |
| Reliant Wealth Planning | Decreased | -2K | -$56.2M |
| OSAIC HOLDINGS, INC. | Decreased | -103 | -$50.2M |
| COMERICA BANK | Decreased | -1K | -$31.3M |
| Advisory Services Network, LLC | Closed Position | -1K | -$27.3M |
| Kestra Advisory Services, LLC | Closed Position | -189K | -$4.9M |
| FLOW TRADERS U.S. LLC | Closed Position | -15K | -$389K |
Top Institutional Holders(Q4 2025)
IBTP Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 54 | $92.4B | +19 |
| Q3 2025 | 35 | $85.1B | -7 |
| Q2 2025 | 42 | $96.9B | +3 |
| Q1 2025 | 39 | $72.4B | +17 |
| Q4 2024 | 22 | $30.8B | +13 |
| Q3 2024 | 9 | $969.0M | +5 |
| Q2 2024 | 4 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold IBTP (iShares iBonds Dec 2034 Term Treasury ETF). The largest holder is SUMMITRY LLC with $22.2B in shares. This quarter, 9 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own IBTP?
As of Q4 2025, 50 institutional investors report holding IBTP (iShares iBonds Dec 2034 Term Treasury ETF) in their 13F filings.
Who is the largest institutional holder of IBTP?
The largest institutional holder of IBTP is SUMMITRY LLC with $22.2B in shares.
Is institutional ownership of IBTP increasing or decreasing?
This quarter, 9 institutions opened new positions in IBTP and 5 closed their positions.