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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
SWA
2
Stratos Wealth Advisors
Ohio
$58.4M
3
HAS
3
Horizon Advisory Services
New York
$17.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.2M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$10.9M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
226
Spectrum Asset Management (California)
California
$283K -$36.9K -1,584 -12%
MAS
227
Madden Advisory Services
Florida
$281K +$5.06K +217 +2%
BSTWA
228
Blake Schutter Theil Wealth Advisors
Ohio
$268K – – –
MCM
229
Mattern Capital Management
Colorado
$265K +$19.8K +850 +8%
SF
230
Synovus Financial
Georgia
$264K -$2.38M -101,905 -90%
FCM
231
Fortis Capital Management
Washington
$263K +$2.08K +89 +0.8%
Empower Advisory Group
232
Empower Advisory Group
Colorado
$251K – – –
AT
233
American Trust
Kentucky
$251K – – –
AWM
234
AllSquare Wealth Management
New York
$251K – – –
LWANC
235
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K -$23.3K -1,000 -9%
JSA
236
Jim Saulnier & Associates
Colorado
$249K +$3.57K +153 +1%
SA
237
SoundView Advisors
Washington
$240K +$240K +10,320 New
PGAM
238
Princeton Global Asset Management
New Jersey
$235K +$280 +12 +0.1%
DAS
239
Diversify Advisory Services
Utah
$233K – – –
BAM
240
Beaumont Asset Management
Texas
$233K – – –
TIAA Trust, National Association
241
TIAA Trust, National Association
North Carolina
$233K +$233K +10,000 New
AWM
242
Aries Wealth Management
Maine
$228K -$132K -5,673 -37%
PP
243
Prosperity Planning
Missouri
$226K – – –
Truist Financial
244
Truist Financial
North Carolina
$226K -$3.23M -138,533 -93%
TC
245
TFR Capital
Texas
$224K +$224K +9,598 New
ACM
246
Advance Capital Management
Michigan
$214K +$3.08K +132 +1%
AGP
247
Autumn Glory Partners
Texas
$210K +$3.01K +129 +1%
AWM
248
Alterna Wealth Management
Texas
$207K +$207K +8,865 New
SG
249
StoneX Group
New York
$206K -$28.3K -1,213 -12%
PFA
250
Portland Financial Advisors
New York
$206K +$206K +8,849 New
8 9
10
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