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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

269 hedge funds and large institutions have $1.57B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
3.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
36
Increased
136
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Moseley Investment Management
Florida
$15.5M
2
AP
2
Americana Partners
Texas
$7.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$43.9M
5
4WM
5
49 Wealth Management
Texas
$4.96M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$10.7M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$59.3M
3
NA
3
NewEdge Advisors
Louisiana
$32.8M
4
Mariner
4
Mariner
Kansas
$3.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$14.8M -$5.37M -229,141 -27%
DP
27
Denver PWM
Colorado
$13.9M +$596K +25,430 +4%
CIC
28
Carnegie Investment Counsel
Ohio
$13.1M +$866K +36,994 +7%
FCA
29
FinTrust Capital Advisors
South Carolina
$12.7M +$220K +9,402 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$12.3M +$1.95M +83,324 +19%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$11.8M -$342K -14,621 -3%
KF
32
Krilogy Financial
Missouri
$11.4M +$645K +27,555 +6%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$10.9M +$3.83M +164,013 +54%
SWM
34
Scissortail Wealth Management
Oklahoma
$10.7M -$8.75B -415,887 -100%
RJA
35
Raymond James & Associates
Florida
$10.7M +$545K +23,266 +5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$10.6M +$126K +5,365 +1%
CTC
37
Central Trust Company
Missouri
$9.64M +$763K +32,563 +9%
MFIM
38
Mesirow Financial Investment Management
Illinois
$9.38M -$17.7K -756 -0.2%
SPIA
39
Steward Partners Investment Advisory
New York
$9.32M -$791K -33,776 -8%
MA
40
MKT Advisors
California
$9.2M +$959K +41,055 +12%
Lido Advisors
41
Lido Advisors
California
$9.01M -$364K -15,552 -4%
SB
42
Strategic Blueprint
Georgia
$8.75M +$3.22M +137,416 +58%
BWFA
43
Baltimore-Washington Financial Advisors
Maryland
$8.66M +$265K +11,309 +3%
Financial Engines Advisors
44
Financial Engines Advisors
California
$8.59M +$842K +35,958 +11%
SA
45
Sanctuary Advisors
Indiana
$8.54M +$3.14M +134,702 +58%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$7.77M +$1.17M +49,794 +18%
KTM
47
Keeler Thomas Management
Utah
$7.42M -$94.5K -4,037 -1%
AP
48
Americana Partners
Texas
$7.11M +$7.11M +303,574 New
EIA
49
Eldridge Investment Advisors
New Hampshire
$7.08M +$2.5M +107,229 +55%
MIG
50
McGuire Investment Group
Rhode Island
$6.93M +$455K +19,425 +7%
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