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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -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
Krilogy Financial LLCNew Position+678K+$13.9B
Legacy Private Trust Co.New Position+374K+$7.7B
FORONJY FINANCIAL LLCNew Position+308K+$6.3B
SPRENG CAPITAL MANAGEMENT, INC.New Position+271K+$5.6B
RAYMOND JAMES FINANCIAL INCIncreased+316K+$4.8B
Yoder Wealth Management, Inc.New Position+217K+$4.4B
Whalen Wealth Management Inc.New Position+197K+$4.0B
CENTRAL TRUST CoNew Position+165K+$3.4B
ROYAL BANK OF CANADAIncreased+210K+$3.3B
WELLS FARGO & COMPANY/MNIncreased+191K+$2.6B
Asset Dedication, LLCIncreased+109K+$2.2B
Tower Research Capital LLC (TRC)New Position+137K+$2.0B
Keeler Thomas Management LLCNew Position+92K+$1.9B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+83K+$1.7B
UNITED CAPITAL FINANCIAL ADVISORS, LLCIncreased+93K+$1.4B

IBTL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Equitable Holdings, Inc.Decreased-120K-$3.1B
Creative PlanningDecreased-38K-$2.4B
UBS Group AGDecreased-89K-$1.8B
LPL Financial LLCDecreased-19K-$1.7B
AMERIPRISE FINANCIAL INCDecreased-21K-$1.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-49K-$1.0B
JANE STREET GROUP, LLCClosed Position-41K-$844.0M
Integrated Wealth Concepts LLCDecreased-11K-$764.3M
CITADEL ADVISORS LLCDecreased-5K-$704.4M
OLD MISSION CAPITAL LLCClosed Position-28K-$568.8M
IFP Advisors, IncDecreased-4K-$516.2M
EIGHT 31 FINANCIAL, LLCDecreased-5K-$99.6M
JPL Wealth Management, LLCClosed Position-4K-$87.0M
Federation des caisses Desjardins du QuebecDecreased-1.8M-$37.5M
Visionary Wealth AdvisorsDecreased-1K-$30.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,923,577$39.0B0.01%Share
2Krilogy Financial LLC678,143$13.9B0.47%Share
3BANK OF AMERICA CORP /DE/607,899$12.0B0.00%Share
4WELLS FARGO & COMPANY/MN523,691$10.0B0.00%Share
5AMERIPRISE FINANCIAL INC474,850$9.0B0.00%Share
6Snowden Capital Advisors LLC397,435$8.0B0.21%Share
7Legacy Private Trust Co.371,994$7.6B0.45%Share
8Headland Capital, LLC366,476$7.5B2.09%Share
9FORONJY FINANCIAL LLC308,435$6.3B2.64%Share
10UNITED CAPITAL FINANCIAL ADVISORS, LLC317,769$6.0B0.04%Share
11RAYMOND JAMES FINANCIAL INC311,215$6.0B0.00%Share
12ROYAL BANK OF CANADA314,465$6.0B0.00%Share
13SPRENG CAPITAL MANAGEMENT, INC.271,451$5.6B2.19%Share
14Yoder Wealth Management, Inc.216,536$4.4B2.02%Share
15UBS Group AG199,748$4.1B0.00%Share
16Whalen Wealth Management Inc.197,091$4.0B2.17%Share
17MERCER GLOBAL ADVISORS INC /ADV219,408$4.0B0.01%Share
18Accretive Wealth Partners, LLC168,609$3.5B1.03%Share
19CENTRAL TRUST Co161,378$3.3B0.06%Share
20BANK OF AMERICA CORP /DE/165,501$3.0B0.00%Share
21Parallel Advisors, LLC170,382$3.0B0.05%Share
22Asset Dedication, LLC143,426$2.9B0.19%Share
23STIFEL FINANCIAL CORP120,617$2.0B0.00%Share
24GOLDMAN SACHS GROUP INC135,447$2.0B0.00%Share
25Tower Research Capital LLC (TRC)137,084$2.0B0.05%Share
26Keeler Thomas Management LLC91,530$1.9B0.90%Share
27HOWLAND CAPITAL MANAGEMENT LLC83,312$1.7B0.07%Share
28EIGHT 31 FINANCIAL, LLC64,218$1.3B0.72%Share
29Valmark Advisers, Inc.55,470$1.1B0.01%Share
30Smartleaf Asset Management LLC72,300$1.0B0.04%Share
31CITADEL ADVISORS LLC78,176$1.0B0.00%Share
32Private Advisor Group, LLC72,538$1.0B0.00%Share
33FIRST NATIONAL BANK OF OMAHA69,752$1.0B0.03%Share
34ASSOCIATED BANC-CORP38,969$799.0M0.02%Share
35D.A. DAVIDSON & CO.30,470$625.0M0.00%Share
36Atlantic Private Wealth, LLC26,112$535.0M0.34%Share
37Montecito Bank & Trust25,970$533.0M0.08%Share
38Leo Wealth, LLC24,808$509.0M0.04%Share
39JIM SAULNIER & ASSOCIATES, LLC21,615$443.0M0.23%Share
40STAR Financial Bank21,185$434.0M0.22%Share
41Summit Wealth Partners, LLC20,416$419.0M0.08%Share
42Visionary Wealth Advisors19,930$409.0M0.02%Share
43Jacobi Capital Management LLC19,283$395.0M0.02%Share
44CARY STREET PARTNERS FINANCIAL LLC19,022$390.0M0.01%Share
45Reliant Wealth Planning16,898$346.0M0.11%Share
46DecisionMap Wealth Management, LLC16,721$343.0M0.21%Share
47CGN Advisors LLC15,735$322.0M0.03%Share
48Jaffetilchin Investment Partners, LLC13,368$274.0M0.02%Share
49Capital Investment Advisors, LLC12,162$249.0M0.00%Share
50Koshinski Asset Management, Inc.10,384$213.0M0.01%Share

IBTL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$193.2B+52
Q3 202568$137.5B-17
Q2 202585$163.1B-2
Q1 202587$173.1B+14
Q4 202473$2.6T+22
Q3 202451$6.5T+7
Q2 202444$4.3T+4
Q1 202440$4.1T—

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As of Q4 2025, 50 institutional investors hold IBTL (iShares iBonds Dec 2031 Term Treasury ETF). The largest holder is WELLS FARGO & COMPANY/MN with $39.0B in shares. This quarter, 10 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 WELLS FARGO & COMPANY/MN with $39.0B in shares.

Is institutional ownership of IBTL increasing or decreasing?

This quarter, 10 institutions opened new positions in IBTL and 3 closed their positions.