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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 %
RPSA
301
Richard P. Slaughter Associates
Texas
– -$586K -25,150 Closed
WWM
302
Whalen Wealth Management
Nevada
– -$436K -18,715 Closed
EF
303
Empowered Funds
Pennsylvania
– -$379K -16,240 Closed
CIM
304
Cambria Investment Management
California
– -$379K -16,240 Closed
SC
305
Savant Capital
Illinois
– -$323K -13,845 Closed
AWM
306
Apollon Wealth Management
South Carolina
– -$307K -13,163 Closed
SF
307
Synovus Financial
Georgia
– -$264K -11,331 Closed
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
– -$233K -10,000 Closed
AWM
309
Aries Wealth Management
Maine
– -$228K -9,773 Closed
KBFS
310
Kohmann Bosshard Financial Services
Ohio
– -$147K -6,291 Closed
CT
311
Colonial Trust
South Carolina
– -$70.6K -3,026 Closed
CA
312
Crewe Advisors
Utah
– -$42.7K -1,830 Closed
SAM
313
Synergy Asset Management
Washington
– -$16.7K -713 Closed
VHAM
314
Van Hulzen Asset Management
California
– -$14.8K -635 Closed
CFB
315
Cullen/Frost Bankers
Texas
– -$13.2K -567 Closed
TPW
316
Talon Private Wealth
Florida
– -$6.46K -277 Closed
LWA
317
Lowe Wealth Advisors
Maryland
– -$3.03K -130 Closed
VWM
318
Venturi Wealth Management
Texas
– -$2.31K -99 Closed
Citigroup
319
Citigroup
New York
– -$187 -8 Closed
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