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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$77M
2
UBS Group
UBS Group
Switzerland
$91M
3
SL
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.4M
3
JAG
Journey Advisory Group
Kentucky
$0
4
CIM
Confluence Investment Management
Missouri
$0
5
GBWM
Granite Bay Wealth Management
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oakworth Capital
Alabama
$13.4K – – –
AIC
227
Archer Investment Corporation
Indiana
$10K +$10K +431 New
SC
228
Stephens Consulting
Michigan
$6.03K +$46 +2 +0.8%
AssetMark Inc
229
AssetMark Inc
California
$3.65K +$3.65K +157 New
ACA
230
Aptus Capital Advisors
Alabama
$3.11K +$3.11K +134 New
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$1.23K +$1.23K +53 New
NRG
232
Nemes Rush Group
Michigan
$1.09K – – –
Fidelity Investments
233
Fidelity Investments
Massachusetts
$46 -$23 -1 -33%
JAG
234
Journey Advisory Group
Kentucky
– -$13.8M -594,745 Closed
CIM
235
Confluence Investment Management
Missouri
– -$8.08M -347,078 Closed
GBWM
236
Granite Bay Wealth Management
New Hampshire
– -$2.91M -126,000 Closed
AWM
237
AE Wealth Management
Kansas
– -$2.22M -95,281 Closed
Brown Advisory
238
Brown Advisory
Maryland
– -$614K -26,393 Closed
ACM
239
Arlington Capital Management
Illinois
– -$500K -21,484 Closed
KOC
240
Koss-Olinger Consulting
Florida
– -$494K -21,224 Closed
AllianceBernstein
241
AllianceBernstein
Tennessee
– -$459K -19,712 Closed
BSG
242
Black Swift Group
Colorado
– -$353K -15,160 Closed
CAM
243
Cresset Asset Management
Illinois
– -$256K -11,000 Closed
VNA
244
Valley National Advisers
Pennsylvania
– -$239K -10,306 Closed
BFG
245
Beacon Financial Group
Texas
– -$205K -8,822 Closed
ASN
246
Advisory Services Network
Georgia
– -$172K -7,401 Closed
AC
247
AlphaCore Capital
California
– -$79.2K -3,400 Closed
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
– -$75K -3,221 Closed
FA
249
Faithward Advisors
Pennsylvania
– -$27.6K -1,190 Closed
MSWM
250
McGlone Suttner Wealth Management
Wisconsin
– -$19.9K -856 Closed
7 8 9
10
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