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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

294 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
142
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.9M
2
AC
Apella Capital
Connecticut
+$12.6M
3
HPC
HM Payson & Co
Maine
+$8.87M
4
Bank of America
Bank of America
North Carolina
+$7.35M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.16M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$195M
2
SL
Summitry LLC
California
-$39.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15M
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$11.6M
5
UBS Group
UBS Group
Switzerland
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSTWA
226
Blake Schutter Theil Wealth Advisors
Ohio
$319K +$50.1K +2,142 +19%
CAM
227
Costello Asset Management
Pennsylvania
$305K -$6.1K -261 -2%
SAMC
228
Spectrum Asset Management (California)
California
$291K +$6.89K +295 +2%
MA
229
MONECO Advisors
Connecticut
$288K +$288K +12,304 New
MAS
230
Madden Advisory Services
Florida
$283K +$631 +27 +0.2%
MCM
231
Mattern Capital Management
Colorado
$267K +$1.38K +59 +0.5%
PP
232
Prosperity Planning
Missouri
$267K -$226K – –
RCA
233
Resonant Capital Advisors
Wisconsin
$266K -$48.1K -2,058 -15%
AT
234
American Trust
Kentucky
$265K +$13.3K +571 +5%
FCM
235
Fortis Capital Management
Washington
$264K +$982 +42 +0.4%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$252K – – –
FPW
237
Flagship Private Wealth
Massachusetts
$251K +$251K +10,741 New
JSA
238
Jim Saulnier & Associates
Colorado
$251K +$1.73K +74 +0.7%
LWANC
239
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K – – –
JAG
240
Journey Advisory Group
Kentucky
$247K +$247K +10,550 New
PGAM
241
Princeton Global Asset Management
New Jersey
$244K +$8.34K +357 +4%
SA
242
SoundView Advisors
Washington
$241K – – –
NP
243
NorthRock Partners
Minnesota
$240K +$240K +10,254 New
DAS
244
Diversify Advisory Services
Utah
$234K – – –
AWM
245
AllSquare Wealth Management
New York
$234K -$17.5K -750 -7%
BAM
246
Beaumont Asset Management
Texas
$234K – – –
PWA
247
Physician Wealth Advisors
Utah
$228K +$91.2K +3,902 +67%
CTA
248
Chesley Taft & Associates
Illinois
$224K -$84.1K -3,600 -27%
ASN
249
Advisory Services Network
Georgia
$218K +$218K +9,307 New
PFA
250
Portland Financial Advisors
New York
$217K +$10K +430 +5%
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