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

Top Sellers

1
GI
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
276
Hemington Wealth Management
Virginia
$27K – – –
William Blair & Company
277
William Blair & Company
Illinois
$26.9K – – –
BL
278
Balentine LLC
Georgia
$25.1K – – –
AssetMark Inc
279
AssetMark Inc
California
$21.8K +$21.8K +934 New
BTD
280
BankPlus Trust Department
Mississippi
$20.2K +$20.2K +865 New
KSB
281
Kennebec Savings Bank
Maine
$19.8K – – –
FPB
282
First PREMIER Bank
South Dakota
$17K +$1.03K +45 +6%
SAM
283
Synergy Asset Management
Washington
$16.7K +$16.7K +713 New
VHAM
284
Van Hulzen Asset Management
California
$14.8K +$14.8K +635 New
AF
285
Advisornet Financial
Minnesota
$14.7K +$210 +9 +1%
MFS
286
Mattson Financial Services
Michigan
$13.8K – – –
CFB
287
Cullen/Frost Bankers
Texas
$13.2K – – –
ACA
288
Aptus Capital Advisors
Alabama
$12.9K +$9.77K +419 +313%
BONH
289
Bank of New Hampshire
New Hampshire
$11.5K +$11.5K +495 New
FMP
290
Financial Management Professionals
Texas
$6.65K – – –
TPW
291
Talon Private Wealth
Florida
$6.46K – – –
SC
292
Stephens Consulting
Michigan
$6.28K +$93 +4 +2%
HI
293
Harbour Investments
Wisconsin
$3.69K +$3.69K +158 New
LWA
294
Lowe Wealth Advisors
Maryland
$3.03K -$2.26K -97 -43%
VWM
295
Venturi Wealth Management
Texas
$2.31K +$2.31K +99 New
BTI
296
Blue Trust Inc
Georgia
$2.09K +$952 +41 +84%
NRG
297
Nemes Rush Group
Michigan
$1.3K +$209 +9 +19%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$1.24K – – –
Citigroup
299
Citigroup
New York
$187 -$655 -28 -78%
FTUS
300
Flow Traders U.S.
New York
– -$2.61M -111,594 Closed
9 10 11
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