Who Owns iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$4.46818521734109e+25T
% of Float Held
—
QoQ Change in Holders
+5 / -2
Price History
LDRT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| HM PAYSON & CO | New Position | +250K | +$6.3M |
| Treasure Coast Financial Planning | New Position | +69K | +$1.7M |
| Strategic Blueprint, LLC | New Position | +10K | +$253K |
| UBS Group AG | New Position | +110 | +$2K |
| WELLS FARGO & COMPANY/MN | New Position | +1 | +$0 |
| Mariner, LLC | Increased | +13K | +$-296.1M |
| ROYAL BANK OF CANADA | Increased | +26K | +$-345.0M |
| Spinnaker Investment Group, LLC | Increased | +2K | +$-1.0B |
| HighTower Advisors, LLC | Increased | +11K | +$-1.2B |
LDRT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -15K | -$947.7M |
| RFP Financial Group LLC | Decreased | -3K | -$564.7M |
| GREAT VALLEY ADVISOR GROUP, INC. | Closed Position | -15K | -$368.0M |
| CITADEL ADVISORS LLC | Closed Position | -12K | -$291.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 176,531 | $4.5M | 0.06% | Share |
| 2 | HM PAYSON & CO | 73,195 | $1.9M | 0.03% | Share |
| 3 | Treasure Coast Financial Planning | 68,520 | $1.7M | 0.92% | Share |
| 4 | Spinnaker Investment Group, LLC | 43,073 | $1.1M | 0.20% | Share |
| 5 | HighTower Advisors, LLC | 60,200 | $1.0M | 0.00% | Share |
| 6 | ROYAL BANK OF CANADA | 39,875 | $1.0M | 0.00% | Share |
| 7 | RFP Financial Group LLC | 19,563 | $495K | 0.24% | Share |
| 8 | Strategic Blueprint, LLC | 10,000 | $253K | 0.01% | Share |
| 9 | Sunbelt Securities, Inc. | 126 | $3K | 0.00% | Share |
| 10 | UBS Group AG | 110 | $2K | 0.00% | Share |
| 11 | Mariner, LLC | 24,888 | $0 | 0.00% | Share |
| 12 | JANE STREET GROUP, LLC | 22,197 | $0 | 0.00% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
LDRT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $11.9M | +3 |
| Q3 2025 | 9 | $5.1B | -1 |
| Q2 2025 | 10 | $6.3B | +2 |
| Q1 2025 | 8 | $11.9B | +3 |
| Q4 2024 | 5 | $250.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF). The largest holder is HM PAYSON & CO with $4.5M in shares. This quarter, 5 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own LDRT?
As of Q4 2025, 13 institutional investors report holding LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) in their 13F filings.
Who is the largest institutional holder of LDRT?
The largest institutional holder of LDRT is HM PAYSON & CO with $4.5M in shares.
Is institutional ownership of LDRT increasing or decreasing?
This quarter, 5 institutions opened new positions in LDRT and 2 closed their positions.