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iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

224 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+45
Holders Change %
+25.14%
% of All Funds
3.28%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
64
Increased
107
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
NA
2
NewEdge Advisors
Louisiana
$46.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.3M
4
UBS Group
4
UBS Group
Switzerland
$52M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$293M
2
SF
2
Synovus Financial
Georgia
$2.25M
3
Wells Fargo
3
Wells Fargo
California
$70.2M
4
DP
4
Denver PWM
Colorado
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
51
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.33M +$2.7M +115,832 +165%
AF
52
Allworth Financial
California
$3.83M +$3.29M +141,405 +610%
PAS
53
Park Avenue Securities
New York
$3.78M +$1.2M +51,359 +46%
PAG
54
Private Advisor Group
New Jersey
$3.72M +$552K +23,707 +17%
WANY
55
Wealthspire Advisors (New York)
New York
$3.52M +$300K +12,886 +9%
Truist Financial
56
Truist Financial
North Carolina
$3.41M -$110K -4,707 -3%
RHP
57
Royal Harbor Partners
Texas
$3.39M -$56.9K -2,444 -2%
UCFA
58
United Capital Financial Advisors
Texas
$3.38M +$3.38M +145,223 New
LWL
59
Leo Wealth LLC
Texas
$3.29M +$3.29M +141,336 New
AWG
60
Altus Wealth Group
Colorado
$3.26M +$105K +4,524 +3%
APW
61
Atlantic Private Wealth
North Carolina
$3.15M +$3.15M +135,512 New
LIM
62
Leavell Investment Management
Alabama
$3.11M +$1.03M +44,445 +50%
Creative Planning
63
Creative Planning
Kansas
$2.96M +$300K +12,900 +11%
GBWM
64
Granite Bay Wealth Management
New Hampshire
$2.91M – – –
1WM
65
1858 Wealth Management
Ohio
$2.81M +$2.81M +120,651 New
SB
66
Strategic Blueprint
Georgia
$2.75M +$2.75M +118,194 New
TCA
67
Transcend Capital Advisors
New Jersey
$2.64M +$2.64M +113,300 New
EH
68
Equitable Holdings
New York
$2.54M +$455K +19,560 +22%
LNC
69
Lincoln National Corp
Pennsylvania
$2.41M -$298K -12,794 -11%
WP
70
WealthSource Partners
California
$2.41M +$2.04M +87,525 +543%
SF
71
Synovus Financial
Georgia
$2.25M -$65.7M -2,821,105 -97%
BCM
72
Brookstone Capital Management
Illinois
$2.24M +$915K +39,311 +69%
BFO
73
Boston Family Office
Massachusetts
$2.23M +$1.43M +61,387 +178%
AWM
74
AE Wealth Management
Kansas
$2.22M +$1.6M +68,829 +260%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.22M -$1.52M -65,135 -41%
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