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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

245 hedge funds and large institutions have $1.81B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 129 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
29
Increased
129
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$357M
2
SWA
2
Stratos Wealth Advisors
Ohio
$28M
3
DP
3
Denver PWM
Colorado
$13.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.4M
5
HPC
5
HM Payson & Co
Maine
$86.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$40.8M
3
UBS Group
3
UBS Group
Switzerland
$83.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$254K
5
LFAS
5
Level Four Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
26
Denver PWM
Colorado
$13.2M +$13.2M +567,571 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$12.8M +$2.33M +100,413 +22%
FCA
28
FinTrust Capital Advisors
South Carolina
$12.3M +$286K +12,323 +2%
CIC
29
Carnegie Investment Counsel
Ohio
$12.2M +$1.01M +43,521 +9%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$12M -$602K -25,930 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11M -$279K -11,998 -2%
KF
32
Krilogy Financial
Missouri
$10.6M +$140K +6,037 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10.4M -$24.2M -1,044,059 -70%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$10.2M +$2.02M +86,975 +25%
RJA
35
Raymond James & Associates
Florida
$10M +$796K +34,265 +9%
SPIA
36
Steward Partners Investment Advisory
New York
$10M +$595K +25,636 +6%
SWM
37
Scissortail Wealth Management
Oklahoma
$9.67M +$149K +6,422 +2%
MFIM
38
Mesirow Financial Investment Management
Illinois
$9.32M -$584K -25,136 -6%
Lido Advisors
39
Lido Advisors
California
$9.29M -$1.23K -53 -0%
CTC
40
Central Trust Company
Missouri
$8.8M -$432K -18,617 -5%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$8.32M +$49.5K +2,130 +0.6%
MIM
42
Moseley Investment Management
Florida
$8.2M +$1.05M +45,244 +15%
MA
43
MKT Advisors
California
$8.17M +$1.74M +75,113 +27%
Financial Engines Advisors
44
Financial Engines Advisors
California
$7.68M -$1.01M -43,691 -12%
KTM
45
Keeler Thomas Management
Utah
$7.46M +$102K +4,409 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$6.54M -$1.19M -51,160 -15%
MIG
47
McGuire Investment Group
Rhode Island
$6.42M +$474K +20,429 +8%
TCA
48
Transcend Capital Advisors
New Jersey
$6.35M +$2.6M +111,915 +69%
SCA
49
Snowden Capital Advisors
New York
$6.14M -$174K -7,511 -3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$6.05M -$1.01M -43,579 -14%
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