IBTF icon

iShares iBonds Dec 2025 Term Treasury ETF
IBTF

Overview Fund Activity

233 hedge funds and large institutions have $1.72B invested in iShares iBonds Dec 2025 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 132 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
132
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$77M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
SL
3
Summitry LLC
California
$34.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$322M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$24.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M
3
JAG
3
Journey Advisory Group
Kentucky
$0
4
CIM
4
Confluence Investment Management
Missouri
$0
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$5.01M 215,282 +8,550 +4%
SB
52
Strategic Blueprint
Georgia
$4.88M 210,175 +91,981 +78%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$4.75M 204,367 +1,360 +0.7%
LCM
54
Lunt Capital Management
Utah
$4.64M 199,626 +8,573 +4%
OAM
55
Oppenheimer Asset Management
New York
$4.62M 198,923 -22,740 -10%
PAS
56
Park Avenue Securities
New York
$4.45M 191,330 +29,132 +18%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$4.27M 183,764 +183,764 New
APW
58
Atlantic Private Wealth
North Carolina
$4.08M 175,703 +40,191 +30%
PAG
59
Private Advisor Group
New Jersey
$4.05M 174,203 +14,227 +9%
GRP
60
Global Retirement Partners
California
$3.91M 168,457 +97,509 +137%
CCP
61
Carmel Capital Partners
California
$3.86M 166,021 +166,021 New
TCA
62
Transcend Capital Advisors
New Jersey
$3.75M 161,350 +48,050 +42%
WANY
63
Wealthspire Advisors (New York)
New York
$3.7M 159,296 +8,008 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$3.64M 156,842 +81,583 +108%
UCFA
65
United Capital Financial Advisors
Texas
$3.64M 156,646 +11,423 +8%
KOMWMG
66
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.62M 155,638 -30,442 -16%
DADC
67
D.A. Davidson & Co
Montana
$3.58M 154,122 +87,264 +131%
LWL
68
Leo Wealth LLC
Texas
$3.47M 149,275 +7,939 +6%
RHP
69
Royal Harbor Partners
Texas
$3.41M 146,616 +976 +0.7%
LIM
70
Leavell Investment Management
Alabama
$3.34M 143,971 +10,588 +8%
Truist Financial
71
Truist Financial
North Carolina
$3.29M 141,784 -4,598 -3%
OFS
72
OneAscent Financial Services
Alabama
$3.29M 141,491 +124,617 +739%
Ameriprise
73
Ameriprise
Minnesota
$3.24M 139,391 +47,281 +51%
Creative Planning
74
Creative Planning
Kansas
$3.09M 132,828 +5,651 +4%
AWG
75
Altus Wealth Group
Colorado
$3.04M 130,768 -9,339 -7%
1 2
3
4 5