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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

144 hedge funds and large institutions have $985M invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
144
Holders Change
+28
Holders Change %
+24.14%
% of All Funds
2.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
75
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$369M
2
Wells Fargo
2
Wells Fargo
California
$69.3M
3
FA
3
Faithward Advisors
Pennsylvania
$13.7M
4
JAG
4
Journey Advisory Group
Kentucky
$11.7M
5
MCM
5
MV Capital Management
Maryland
$11.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SF
2
Synovus Financial
Georgia
$71.2M
3
T
3
TCWP
Ohio
$0
4
BCM
4
Brookstone Capital Management
Illinois
$755K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$5.15M +$5.15M +218,894 New
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$5.09M +$4.56M +193,680 +850%
KF
28
Krilogy Financial
Missouri
$5.04M +$571K +24,252 +13%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.27M +$285K +12,114 +7%
DP
30
Denver PWM
Colorado
$4.17M +$2.04M +86,744 +95%
RWP
31
Reliant Wealth Planning
Kentucky
$4.13M -$18.6K -792 -0.4%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.09M +$902K +38,321 +28%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.08M +$919K +39,063 +29%
SCA
34
Snowden Capital Advisors
New York
$3.92M +$278K +11,828 +8%
Mariner
35
Mariner
Kansas
$3.47M +$483K +20,527 +16%
AWG
36
Altus Wealth Group
Colorado
$3.21M +$3.21M +136,594 New
Truist Financial
37
Truist Financial
North Carolina
$3.19M -$288K -12,258 -8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.13M +$961K +40,832 +44%
RHP
39
Royal Harbor Partners
Texas
$3.12M +$613K +26,056 +24%
RJA
40
Raymond James & Associates
Florida
$2.86M +$2.38M +101,224 +496%
Creative Planning
41
Creative Planning
Kansas
$2.8M +$74K +3,144 +3%
CAN
42
Cetera Advisor Networks
California
$2.75M +$362K +15,396 +15%
Jane Street
43
Jane Street
New York
$2.74M +$2.74M +116,469 New
LNC
44
Lincoln National Corp
Pennsylvania
$2.31M +$2.31M +98,097 New
GSC
45
G&S Capital
Colorado
$2.22M +$2.22M +94,186 New
WANY
46
Wealthspire Advisors (New York)
New York
$2.11M +$1.28M +54,494 +154%
PAG
47
Private Advisor Group
New Jersey
$2.06M +$2.06M +87,393 New
SCM
48
SevenOneSeven Capital Management
Pennsylvania
$2.05M +$2.05M +87,171 New
LB
49
Leo Brokerage
Texas
$1.97M +$1.97M +83,548 New
LF
50
Lantz Financial
Illinois
$1.8M +$1.8M +76,421 New
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