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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

297 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 148 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+28
Holders Change %
+10.41%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
53
Increased
148
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
SWA
2
Stratos Wealth Advisors
Ohio
$58.4M
3
HAS
3
Horizon Advisory Services
New York
$17.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$15.2M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$10.9M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$5.18M
2
UBS Group
2
UBS Group
Switzerland
$52.6M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$43.2M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$372M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
26
Moseley Investment Management
Florida
$15.9M 679,833 +19,144 +3%
CIC
27
Carnegie Investment Counsel
Ohio
$15.7M 674,673 +114,080 +20%
Stifel Financial
28
Stifel Financial
Missouri
$15.5M 664,331 +21,033 +3%
MCM
29
MV Capital Management
Maryland
$15.4M 661,541 +2,179 +0.3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$15.2M 650,306 +532,867 +454%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$14.8M 633,633 +130,269 +26%
KF
32
Krilogy Financial
Missouri
$14.6M 624,158 +138,560 +29%
DP
33
Denver PWM
Colorado
$14.5M 623,810 +30,809 +5%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$13.8M 593,335 -37,592 -6%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$13.6M 585,002 +117,388 +25%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$13.6M 582,795 +129,761 +29%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$12.7M 546,301 -174,270 -24%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$12.5M 538,529 +13,819 +3%
MA
39
MKT Advisors
California
$11.7M 503,053 +109,199 +28%
SWM
40
Scissortail Wealth Management
Oklahoma
$10.9M 465,615 +465,105 +91,197%
SB
41
Strategic Blueprint
Georgia
$10.3M 439,715 +66,127 +18%
BWFA
42
Baltimore-Washington Financial Advisors
Maryland
$9.49M 406,979 +37,395 +10%
MFIM
43
Mesirow Financial Investment Management
Illinois
$9.25M 396,503 -4,096 -1%
SPIA
44
Steward Partners Investment Advisory
New York
$9.13M 391,571 -6,203 -2%
APW
45
Atlantic Private Wealth
North Carolina
$8.92M 382,633 +125,012 +49%
SA
46
Sanctuary Advisors
Indiana
$8.85M 378,893 +12,946 +4%
KAS
47
Kestra Advisory Services
Texas
$8.63M 370,068 +174,075 +89%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$8.6M 368,631 +37,001 +11%
CW
49
CreativeOne Wealth
Kansas
$8.59M 368,332 +302,320 +458%
Lido Advisors
50
Lido Advisors
California
$8.35M 358,196 -26,450 -7%
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