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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 %
WA
251
Waverly Advisors
Alabama
$202K +$187 +8 +0.1%
MWM
252
Modera Wealth Management
New Jersey
$201K +$201K +8,601 New
WT
253
Washington Trust
Rhode Island
$170K – – –
AWM
254
AE Wealth Management
Kansas
$167K -$48K -2,059 -22%
FFA
255
Farther Finance Advisors
California
$161K -$1.07M -45,862 -87%
KIM
256
Kestra Investment Management
Texas
$159K +$159K +6,808 New
KBFS
257
Kohmann Bosshard Financial Services
Ohio
$147K +$147K +6,291 New
PWA
258
Physician Wealth Advisors
Utah
$136K +$136K +5,847 New
EB
259
Eastern Bank
Massachusetts
$132K – – –
SWC
260
Spectrum Wealth Counsel
Indiana
$114K -$1.14K -49 -1%
HC
261
Hara Capital
Washington
$88.9K -$216K -9,246 -71%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$84K +$84K +3,604 New
WMS
263
Wealth Management Strategies
Pennsylvania
$82.1K +$82.1K +352,231 New
BWL
264
Bogart Wealth LLC
Virginia
$72.7K +$47 +2 +0.1%
CT
265
Colonial Trust
South Carolina
$70.6K – – –
HIA
266
Harbor Investment Advisory
Maryland
$58.3K – – –
OLVIG
267
Oliver Lagore Vanvalin Investment Group
Michigan
$54.1K -$26K -1,115 -32%
CAL
268
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
269
TD Capital Management
Tennessee
$45.9K +$676 +29 +1%
CA
270
Crewe Advisors
Utah
$42.7K – – –
BOJHT
271
Bank of Jackson Hole Trust
Wyoming
$42K +$42K +1,803 New
OPTFSNA
272
Old Point Trust & Financial Services N A
Virginia
$37.3K +$37.3K +1,600 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$36.5K -$1.82K -78 -5%
SWM
274
Spire Wealth Management
Virginia
$33.2K – – –
RF
275
Robbins Farley
New Hampshire
$32.1K – – –
9 10
11
12 13