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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

301 hedge funds and large institutions have $1.36B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+7
Holders Change %
+2.38%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
105
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$10.3M
2
Goldman Sachs
Goldman Sachs
New York
+$7.09M
3
UCFA
United Capital Financial Advisors
Texas
+$6.42M
4
OFS
OneAscent Financial Services
Alabama
+$6.01M
5
CWM
Connecticut Wealth Management
Connecticut
+$4.17M

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$38.8M
2
Wells Fargo
Wells Fargo
California
-$35.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$32.3M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$23.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
226
Resonant Capital Advisors
Wisconsin
$266K – – –
AT
227
American Trust
Kentucky
$265K – – –
LWM
228
Liberty Wealth Management
California
$264K +$264K +11,297 New
MWM
229
Modern Wealth Management
Kansas
$258K +$258K +11,058 New
FPW
230
Flagship Private Wealth
Massachusetts
$255K +$4.11K +176 +2%
JSA
231
Jim Saulnier & Associates
Colorado
$253K +$2.66K +114 +1%
Empower Advisory Group
232
Empower Advisory Group
Colorado
$252K – – –
FFA
233
Farther Finance Advisors
California
$251K +$111K +4,772 +80%
JAG
234
Journey Advisory Group
Kentucky
$246K – – –
PGAM
235
Princeton Global Asset Management
New Jersey
$244K +$210 +9 +0.1%
SPC
236
Sigma Planning Corp
Michigan
$244K -$202K -8,644 -45%
SA
237
SoundView Advisors
Washington
$241K – – –
RFC
238
Regions Financial Corp
Alabama
$239K -$856K -36,655 -78%
WJA
239
Willis Johnson & Associates
Texas
$238K +$27.5K +1,176 +13%
Comerica Bank
240
Comerica Bank
Texas
$234K -$248K -10,609 -51%
AWM
241
AllSquare Wealth Management
New York
$234K – – –
BAM
242
Beaumont Asset Management
Texas
$234K – – –
HA
243
Hamel Associates
New Jersey
$234K +$234K +9,998 New
DAS
244
Diversify Advisory Services
Utah
$233K – – –
WFMPM
245
Woodley Farra Manion Portfolio Management
Indiana
$231K +$231K +9,887 New
PCIA
246
Prime Capital Investment Advisors
Kansas
$229K +$229K +9,823 New
PWA
247
Physician Wealth Advisors
Utah
$229K +$794 +34 +0.3%
PWS
248
Precision Wealth Strategies
Missouri
$227K +$227K +9,712 New
ASN
249
Advisory Services Network
Georgia
$223K +$5.28K +226 +2%
ACM
250
Advance Capital Management
Michigan
$218K +$2.31K +99 +1%
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