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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
NA
2
NewEdge Advisors
Louisiana
$46.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.3M
4
UBS Group
4
UBS Group
Switzerland
$52M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$293M
2
SF
2
Synovus Financial
Georgia
$2.25M
3
Wells Fargo
3
Wells Fargo
California
$70.2M
4
DP
4
Denver PWM
Colorado
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.7M -$67.9K -2,916 -0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$10.4M +$7.35M +315,856 +239%
CTC
28
Central Trust Company
Missouri
$9.49M +$359K +15,439 +4%
SWM
29
Scissortail Wealth Management
Oklahoma
$9.42M +$955K +40,899 +11%
MFIM
30
Mesirow Financial Investment Management
Illinois
$9.19M +$9.19M +394,792 New
Lido Advisors
31
Lido Advisors
California
$9.11M +$3.27M +140,484 +56%
CIC
32
Carnegie Investment Counsel
Ohio
$8.75M +$8.15M +349,956 +1,341%
SPIA
33
Steward Partners Investment Advisory
New York
$8.65M +$8.47M +363,667 +4,540%
KF
34
Krilogy Financial
Missouri
$8.1M +$2.22M +95,354 +38%
CIM
35
Confluence Investment Management
Missouri
$8.08M -$515K -22,114 -6%
RJA
36
Raymond James & Associates
Florida
$8.05M +$2.37M +101,788 +42%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$7.82M +$165K +7,075 +2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$7.64M +$5.94M +255,179 +350%
Financial Engines Advisors
39
Financial Engines Advisors
California
$7.43M +$7.43M +319,329 New
HPC
40
HM Payson & Co
Maine
$7.39M +$7.39M +317,239 New
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$7.25M +$689K +29,604 +11%
MIM
42
Moseley Investment Management
Florida
$6.53M +$392K +16,843 +6%
KTM
43
Keeler Thomas Management
Utah
$6.25M -$48.3K -2,073 -0.8%
GI
44
Gradient Investments
Minnesota
$6.08M +$4.21M +181,026 +225%
SCA
45
Snowden Capital Advisors
New York
$5.63M +$80.5K +3,458 +1%
OAM
46
Oppenheimer Asset Management
New York
$5.16M -$108K -4,653 -2%
LFAS
47
Level Four Advisory Services
Texas
$4.81M +$323K +13,888 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.73M +$446K +19,171 +10%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.58M +$2.65M +113,737 +137%
LCM
50
Lunt Capital Management
Utah
$4.45M +$916K +39,327 +26%
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