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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
29
Increased
129
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M
2
SWA
2
Stratos Wealth Advisors
Ohio
$28M
3
DP
3
Denver PWM
Colorado
$13.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.4M
5
HPC
5
HM Payson & Co
Maine
$86.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$40.8M
3
UBS Group
3
UBS Group
Switzerland
$83.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254K
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
TD Capital Management
Tennessee
$44.6K +$488 +21 +1%
CA
227
Crewe Advisors
Utah
$42.5K – – –
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$35.4K +$395 +17 +1%
RF
229
Robbins Farley
New Hampshire
$32K – – –
William Blair & Company
230
William Blair & Company
Illinois
$26.8K +$26.8K +1,153 New
BFA
231
Brown Financial Advisors
Ohio
$26.6K +$26.6K +1,145 New
BL
232
Balentine LLC
Georgia
$25K – – –
FPB
233
First PREMIER Bank
South Dakota
$16K – – –
AF
234
Advisornet Financial
Minnesota
$14.3K +$163 +7 +1%
MFS
235
Mattson Financial Services
Michigan
$13.7K +$13.7K +590 New
RWA
236
Redmont Wealth Advisors
Illinois
$10.8K +$10.8K +463 New
FMP
237
Financial Management Professionals
Texas
$7K +$7K +285 New
SC
238
Stephens Consulting
Michigan
$6.09K +$47 +2 +0.8%
ACA
239
Aptus Capital Advisors
Alabama
$3.11K – – –
SFC
240
Strategic Financial Concepts
Texas
$2.89K +$2.29K +53,379 +384%
NRG
241
Nemes Rush Group
Michigan
$1.28K +$186 +8 +17%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$1.23K – – –
ANBT
243
American National Bank & Trust
Texas
$534 +$534 +23 New
Citigroup
244
Citigroup
New York
$116 +$116 +5 New
Fidelity Investments
245
Fidelity Investments
Massachusetts
$70 +$23 +1 +50%
LFAS
246
Level Four Advisory Services
Texas
– -$5.01M -215,282 Closed
RHP
247
Royal Harbor Partners
Texas
– -$3.41M -146,616 Closed
LNC
248
Lincoln National Corp
Pennsylvania
– -$1.32M -56,870 Closed
RVPG
249
Relative Value Partners Group
– -$1.05M -44,825 Closed
PI
250
PFG Investments
New York
– -$642K -27,638 Closed
7 8 9
10
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