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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

294 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
3.99%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
24
Increased
142
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.9M
2
AC
Apella Capital
Connecticut
+$12.6M
3
HPC
HM Payson & Co
Maine
+$8.87M
4
Bank of America
Bank of America
North Carolina
+$7.35M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.16M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$195M
2
SL
Summitry LLC
California
-$39.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15M
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$11.6M
5
UBS Group
UBS Group
Switzerland
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
26
Carnegie Investment Counsel
Ohio
$15.6M -$159K -6,838 -1%
Stifel Financial
27
Stifel Financial
Missouri
$15.5M +$17.8K +761 +0.1%
MCM
28
MV Capital Management
Maryland
$15.5M +$67.1K +2,872 +0.4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$15.4M +$163K +6,992 +1%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$14.1M +$459K +19,641 +3%
AC
31
Apella Capital
Connecticut
$13M +$12.6M +540,296 +3,545%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$12.9M -$709K -30,352 -5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$12.5M – – –
MA
34
MKT Advisors
California
$12.1M +$383K +16,417 +3%
SWM
35
Scissortail Wealth Management
Oklahoma
$11.9M +$992K +42,452 +9%
SB
36
Strategic Blueprint
Georgia
$10.5M +$214K +9,143 +2%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$10.5M +$3.53M +151,114 +51%
KAS
38
Kestra Advisory Services
Texas
$10.1M +$1.48M +63,323 +17%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$9.92M +$407K +17,399 +4%
CW
40
CreativeOne Wealth
Kansas
$9.73M +$1.12M +47,825 +13%
Financial Engines Advisors
41
Financial Engines Advisors
California
$9.23M +$897K +38,371 +11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$9.22M +$601K +25,725 +7%
MFIM
43
Mesirow Financial Investment Management
Illinois
$9.21M -$51.5K -2,203 -0.6%
WMS
44
Wealth Management Strategies
Pennsylvania
$9.21M +$976K +41,775 +12%
SPIA
45
Steward Partners Investment Advisory
New York
$9.03M -$118K -5,052 -1%
UCFA
46
United Capital Financial Advisors
Texas
$8.81M +$4.98M +212,898 +130%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$8.31M +$7.16M +306,588 +624%
BCM
48
Brookstone Capital Management
Illinois
$8.29M +$3.58M +153,129 +76%
PAS
49
Park Avenue Securities
New York
$7.73M +$572K +24,455 +8%
MIG
50
McGuire Investment Group
Rhode Island
$7.61M +$660K +28,248 +10%
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