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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.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
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 Market Value Shares Shares
Change 		Shares
Change %
AR
301
Advisory Research
Illinois
– – -56,110 Closed
CCM
302
Crew Capital Management
Ohio
– – -42,374 Closed
OPOWM
303
One Plus One Wealth Management
Florida
– – -32,355 Closed
HF
304
HRT Financial
New York
– – -25,088 Closed
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
– – -21,991 Closed
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
– – -19,401 Closed
DP
307
Dearborn Partners
Illinois
– – -16,703 Closed
SW
308
Simplicity Wealth
New Jersey
– – -14,871 Closed
Citadel Advisors
309
Citadel Advisors
Florida
– – -14,199 Closed
VCA
310
Verdence Capital Advisors
Maryland
– – -12,578 Closed
OIA
311
OneDigital Investment Advisors
Kansas
– – -10,000 Closed
RW
312
REDW Wealth
New Mexico
– – -9,807 Closed
UCB
313
United Community Bank
South Carolina
– – -3,098 Closed
ATS
314
Ashton Thomas Securities
New York
– – -2,584 Closed
LFG
315
Larson Financial Group
Missouri
– – -2,180 Closed
CWM
316
CarsonAllaria Wealth Management
Illinois
– – -1,205 Closed
PA
317
Parallel Advisors
California
– – -1,070 Closed
AWM
318
Abound Wealth Management
Tennessee
– – -576 Closed
DJSG
319
D.J. St. Germain
Massachusetts
– – -455 Closed
CFGS
320
Concourse Financial Group Securities
Alabama
– – – –
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