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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$77M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
SL
3
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
JAG
3
Journey Advisory Group
Kentucky
$0
4
CIM
4
Confluence Investment Management
Missouri
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
26
FinTrust Capital Advisors
South Carolina
$12.1M 519,526 -8,207 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$11.4M 489,259 -817,949 -63%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$11.3M 487,064 +39,072 +9%
CIC
29
Carnegie Investment Counsel
Ohio
$11.2M 480,078 +104,029 +28%
KF
30
Krilogy Financial
Missouri
$10.5M 452,006 +104,131 +30%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$10.5M 451,528 -7,342 -2%
MFIM
32
Mesirow Financial Investment Management
Illinois
$9.91M 426,491 +31,699 +8%
CWM
33
Connecticut Wealth Management
Connecticut
$9.87M 424,865 +364,528 +604%
SWM
34
Scissortail Wealth Management
Oklahoma
$9.52M 409,975 +6,200 +2%
SPIA
35
Steward Partners Investment Advisory
New York
$9.43M 405,914 +34,236 +9%
Lido Advisors
36
Lido Advisors
California
$9.3M 400,251 +9,012 +2%
RJA
37
Raymond James & Associates
Florida
$9.24M 397,847 +52,238 +15%
CTC
38
Central Trust Company
Missouri
$9.24M 397,786 -9,707 -2%
Financial Engines Advisors
39
Financial Engines Advisors
California
$8.7M 374,529 +55,200 +17%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$8.27M 356,145 +44,726 +14%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$8.23M 354,411 +26,302 +8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.74M 332,996 -3,083 -0.9%
KTM
43
Keeler Thomas Management
Utah
$7.36M 316,634 +48,188 +18%
MIM
44
Moseley Investment Management
Florida
$7.15M 307,736 +27,264 +10%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$7.06M 304,096 +107,253 +54%
MA
46
MKT Advisors
California
$6.42M 277,686 +184,771 +199%
SCA
47
Snowden Capital Advisors
New York
$6.31M 271,798 +29,828 +12%
MIG
48
McGuire Investment Group
Rhode Island
$5.94M 255,859 +255,859 New
GI
49
Gradient Investments
Minnesota
$5.9M 254,143 -7,213 -3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$5.88M 253,098 +251,474 +15,485%
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