IBTF icon

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 %
TCM
276
TD Capital Management
Tennessee
$46.3K +$304 +13 +0.7%
CAL
277
Capital Analysts LLC
Pennsylvania
$46K – – –
William Blair & Company
278
William Blair & Company
Illinois
$40.4K +$13.5K +576 +50%
SWM
279
Spire Wealth Management
Virginia
$33.3K – – –
RF
280
Robbins Farley
New Hampshire
$32.2K – – –
HWM
281
Hemington Wealth Management
Virginia
$27K – – –
BAM
282
Byrne Asset Management
New Jersey
$26.2K +$26.2K +1,121 New
BTD
283
BankPlus Trust Department
Mississippi
$20.2K – – –
KSB
284
Kennebec Savings Bank
Maine
$19.8K – – –
FPB
285
First PREMIER Bank
South Dakota
$17K – – –
AF
286
Advisornet Financial
Minnesota
$14.9K +$93 +4 +0.6%
MFS
287
Mattson Financial Services
Michigan
$14.8K +$982 +42 +7%
BFS
288
Bare Financial Services
Pennsylvania
$13.7K +$13.7K +585 New
BONH
289
Bank of New Hampshire
New Hampshire
$11.6K – – –
BIM
290
Breakwater Investment Management
Washington
$9.05K +$9.05K +387 New
FMP
291
Financial Management Professionals
Texas
$6.66K – – –
SC
292
Stephens Consulting
Michigan
$6.34K +$47 +2 +0.7%
ACA
293
Aptus Capital Advisors
Alabama
$4.4K -$8.55K -365 -66%
AssetMark Inc
294
AssetMark Inc
California
$3.09K -$18.7K -802 -86%
BTI
295
Blue Trust Inc
Georgia
$2.1K – – –
NRG
296
Nemes Rush Group
Michigan
$1.31K – – –
SL
297
Summitry LLC
California
– -$39.9M -1,710,746 Closed
SWM
298
Shelton Wealth Management
Texas
– -$6.5M -278,713 Closed
AWG
299
Altus Wealth Group
Colorado
– -$1.85M -79,469 Closed
IAA
300
Independent Advisor Alliance
North Carolina
– -$1.69M -72,293 Closed
9 10 11
12
13